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Guide

The quick guide to project reporting

Reporting means giving each stakeholder the right level of information — not sending everyone the same document.

One of the project manager’s responsibilities is to produce reports that give each stakeholder information at the appropriate level. On projects with many different stakeholders, that frequently means several reports, each with its own audience.

One data set, several readings

The team needs task-level detail; the sponsor needs status, risks and budget; the executive committee needs the portfolio view. These are not three sources of truth but three readings of the same one — which is precisely what makes them consistent.

What a status report should contain

Progress against the baseline, the trend since the previous report, the top risks with their mitigation, the budget position and the decisions required. Anything that does not lead to a decision or a reassurance can be left out.

Automating the boring part

FoxPlan builds dashboards and project reports from live data and exports them to Excel, PDF or the datamart for your BI tool. The time saved goes back into analysing the numbers instead of assembling them.

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