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What is the optimal reporting period?

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Vincent Guerard Coach - Trainer - Speaker - Advisor| Freelance Mont-Royal, Quebec, Canada
When reporting fro both internal and external report in your experience what is the best frequency. Why do you believe it is optimal?
Every Week, two week, Monthly,Quaterly....

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Sungjoon Park Coral Springs, Fl, United States
Hi Vincent,

It's a great question but I think it should depend on the communication requirements from various stakeholders and on the stakeholder analysis. Weekly reports might be commonly used for the key stakeholders ( including department in the organization or external to the organization), but may not be used for all key stakeholders.

Regards,
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1 reply by Vincent Guerard
Dec 07, 2016 9:58 PM
Vincent Guerard
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Hi Sungioon,
Thanks, you are right.
I should have been more precise, I was thinking of a formal report with progress etc.
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Rami Kaibni
Community Champion
Senior Projects Manager | Field & Marten Associates New Westminster, British Columbia, Canada
Hi Vincent,

From my experience, it differs from one project to another depending on what Project / Client and Other stakeholders requirements.

Sometimes we used to report weekly, other time, bi-weekly or monthly so I believe optimal will be based on the requirements.

Hope this helps.
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1 reply by Vincent Guerard
Dec 07, 2016 10:02 PM
Vincent Guerard
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Hi Rami,
Has I mention to Sungioon, I was thinking of a full report. But depending on the project and context the answer would change.

Maybe I should have ask what is the maximum reporting period!
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Vincent Guerard Coach - Trainer - Speaker - Advisor| Freelance Mont-Royal, Quebec, Canada
Dec 07, 2016 5:35 PM
Replying to Sungjoon Park
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Hi Vincent,

It's a great question but I think it should depend on the communication requirements from various stakeholders and on the stakeholder analysis. Weekly reports might be commonly used for the key stakeholders ( including department in the organization or external to the organization), but may not be used for all key stakeholders.

Regards,
Hi Sungioon,
Thanks, you are right.
I should have been more precise, I was thinking of a formal report with progress etc.
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Vincent Guerard Coach - Trainer - Speaker - Advisor| Freelance Mont-Royal, Quebec, Canada
Dec 07, 2016 7:08 PM
Replying to Rami Kaibni
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Hi Vincent,

From my experience, it differs from one project to another depending on what Project / Client and Other stakeholders requirements.

Sometimes we used to report weekly, other time, bi-weekly or monthly so I believe optimal will be based on the requirements.

Hope this helps.
Hi Rami,
Has I mention to Sungioon, I was thinking of a full report. But depending on the project and context the answer would change.

Maybe I should have ask what is the maximum reporting period!
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1 reply by Rami Kaibni
Dec 08, 2016 12:32 AM
Rami Kaibni
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Hi Vincent,

Yes probably maximum reporting period is more precise. Depending on the type of report but for example executive reports should be monthly.
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Rami Kaibni
Community Champion
Senior Projects Manager | Field & Marten Associates New Westminster, British Columbia, Canada
Dec 07, 2016 10:02 PM
Replying to Vincent Guerard
...
Hi Rami,
Has I mention to Sungioon, I was thinking of a full report. But depending on the project and context the answer would change.

Maybe I should have ask what is the maximum reporting period!
Hi Vincent,

Yes probably maximum reporting period is more precise. Depending on the type of report but for example executive reports should be monthly.
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Kgobalale John Malatji Projects Portfolio Manager | Noko-imp Johannesburg, Gauteng, South Africa
Hi Vincent

From my experience the reporting period is mostly driven by the change dynamics or fluidity of the project.
A stable, common and standard project can be reported to the principal stakeholders (like sponsor, steercom, etc) on a longer term basis (max of quarterly).
A project which has frequent major changes (with high risks or financial implications) will require short term reporting (monthly or so).
The other factor that may influence the reporting period, will be the authorization gates that are put on the project.
But as far as the project team, there must be regular reporting (a max of two weeks) unless the project is very dormant.
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1 reply by Vincent Guerard
Dec 08, 2016 11:10 AM
Vincent Guerard
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Thanks for sharing John,
So you can have project not reporting for p to three months. Are the internal project of for a external client? If external, would the invoicing be quarterly also?
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Anupam India
Good points shared by Sungjoon & John.

We do weekly/monthly reporting depending on stakeholders need.
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1 reply by Vincent Guerard
Dec 08, 2016 11:11 AM
Vincent Guerard
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Thanks Anupam
That is what I have mostly see also
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Drew Craig Sr. Agile & Product Coach| Vanguard Philadelphia, Pa, United States
Depends on the audience. Ideally, the status is centralized, updated daily, with weekly notifications that include a hyperlink to the dashboard. Dependent on the audience, or communication plan, weekly could vary.

The great thing about a centralized solution, the dashboard view displayed can be dependent on the viewer - the right information to the right person.
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1 reply by Vincent Guerard
Dec 08, 2016 11:15 AM
Vincent Guerard
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Thanks Andrew
A centralized solution can bring you a up to date information daily. The reporting is facilitated!
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Mudassar Khan Program (Project )Manager| Woodward Canada Inc Peterborough, ON, Canada
It varies from project to project , industry to industry and Organization to Organization,
You should focus on what are the Organizational Process Assets of the Organization doing the project
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1 reply by Vincent Guerard
Dec 08, 2016 11:17 AM
Vincent Guerard
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Thanks Mudassar
Yes it is driven by the industry, the organisation and the project, also stakeholders.
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Eduard Hernandez
Community Champion
Product Operations Program Manager Barcelona, Cataluña, Spain
As already everyone has pointed out, it depends mainly on the project and the customer.

I'd say that once a week seems a fair number and it is what I have encountered in different cases throughout my career. I have also learned that Managing Directors like One Pagers, so I use these to provide a high level summary of project status (i.e. also traffic light system works)
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1 reply by Vincent Guerard
Dec 08, 2016 11:19 AM
Vincent Guerard
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Thanks Eduard,
One page weekly is very interesting. Then a guest there is a more complete report produce a different frequency!
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