Project and Pipeline Status Report - 3 page format


Quick Summary
Comprehensive but concise and easily-scanned status report for reporting to management. Includes project summary status, detailed status, and an overall pipeline status dashboard.


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What this is

Status formats that can be used to summarize and communicate to the team and to Management the health of the overall project portfolio, and specific detailed status on one or more individual projects in the portfolio.

It includes 2 pages of overview status on each particular project; and a page summarizing the health of the overall 'project pipeline' or portfolio being executed. It also includes multiple formatting options, tips and special information for projects which include offsite or outsourced teams.


Why it's useful

For those of you needing a comprehensive but concise and easily-scanned status report for reporting to management, here's a hybrid format that presents project summary status on the first page, project detailed status on the second page, and an overall pipeline status dashboard on the last page. It also includes multiple formatting options, tips and special information for projects which include offsite or outsourced teams.

To ensure that Management has clear visibility to the true state of individual projects and the overall portfolio. The goal is to keep them properly informed about project progress, difficulties, and issues, by periodically getting the right kinds of information from the project manager. The reports should let Management know whether the project is on track to deliver its outcome as planned, and must highlight to Management any place where their decision-making or direct help is needed.


How to use it

  1. Review the included status report formats and consider which would be more effective and appropriate in your environment. Pay attention to the type and level of detail the report suggests.

  2. Adapt the templates for your projects.

    • Adjust columns, mix and match from the different formats, if necessary to get the combination of information you want to report.

    • Where the formats include columns for metrics, consider what other metrics might be most useful for keeping an eye on your projects.

  3. Try the formats out by populating them and having a meeting with your manager or project sponsor. See what questions they ask (these might point to additional information you need to add to the report, or show where your status report entries are not clear). Ask them for feedback on how well the report has communicated what they needed to know about the project and portfolio.

  4. Update the report information and formats to address any issues raised in the review.

  5. Start using it for normal reporting to management, and continue to look for opportunities to enhance the reports.

This template requires a Premium Subscription
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