Among the competencies ideal for a project manager to have is report-writing. No matter how good his project management skills are if he cannot sum it up and present it in a report, his efforts will not be recognized by the management or the stakeholders.
One of the most important reports that he needs to write is a project management report. This particular report provides a comprehensive account of the aspects and important details of the project and the action taken by the team to accomplish the tasks involved or furthermore to achieve its performance targets.
- What the Report Should Have Part 1
- Project Management Report: 2 Must-Have Templates Part 2
- How to Make Project Status Reporting 10x Easier Part 3
- Additional Sources Part 4
Here are some suggestions on what a project management report should contain that will perfectly describe what has been complete in terms of project management:
- A project management report may be as detailed, as possible, or they may be as simple as providing weekly updates. Nevertheless, it pays to know which format should be in producing one to maximize resources such as time and effort.
- If the company prefers a detailed project summary report, it is important to present updates on the key metrics such as the following:
Timelines and Project Schedules
It measures how the project is progressing in terms of the planned tasks and also whether these are accomplished within the target schedule. The relevance of this metric is for the management to know whether the project will be completed on time or not.
Under this metric, expenses made for the project are assessed on whether they are still on the budget or if they are also within the planned expenditures. It is important for the stakeholders to get an update on the financial aspect of the project for them see if the budget intended for the project is being used judiciously.
This section talks about the project team’s overall performance. This part allows the team to show how they are working towards the completion of the project. Also, it may be in this portion whether the team’s skills and competencies are a right match as to the requirements of the project or some interventions are in need for them to perform well and deliver the project.
The section on changes may not be regularly filled-up as there is only a need for such if the team adopted some changes as to the project plan.
This might be the most important aspect of the report, as the team is expected to deliver outputs and results which are on schedule and within the budget. However, the output must also pass the requirements of the client, the management, or the stakeholders.
It is unavoidable to encounter problems, issues, and challenges during the implementation of the project. Thus, this section is where the team should discuss the problems they have encountered during the reporting period and what they have done to resolve or to address the issue.
- On the other hand, if management only wants to know the state of the project at any given moment, a simple project update on status.net on the major milestones will work just fine.
Project Management Report: Free Download Section
How to Make Project Status Reporting 10x Easier
How to use status.net for project status reports:
- Make project reporting easier: Most fields (such as date, name, report type, and formatting) are inserted automatically by software.
- Save time: No need to spend hours in Word or Excel perfecting the report’s layout because it exports your updates into a beautifully crafted file with a couple of clicks.
- Peace of mind: No one forgets to fill in their status reports because status.net sends timely reminders according to the recurrence schedule you chose.
- Eliminate data silos: All data is accurately collected and easily accessible.
- Decrease time and effort spent on monthly, quarterly, and yearly reporting thanks to powerful filtering and export features.
- Optionally, enrich reports with the latest updates automatically added from web apps your team uses (such as project management tools, version control systems, support systems, financial applications, CRM, etc.) by connecting these apps to your status feed.
- Sharing: Project status reports can be either
– exported to files and printed, or sent by email;
– shared with the manager online (in this case, an email with the full text of the status report will be sent automatically); or
– shared online as company-wide or team-wide status reports, i.e., all team members share their progress with each other (spend less time on meetings).
Sign up now to make status reporting easier for your team.
How to configure status reporting:
- Create a “Project Management Report” feed and set up a recurrence.
- Configure who will write and read reports by choosing the “Participants” tab and then clicking the “Cog” button near “Feed Participants” title.
- Set the status feed as “Team-wide” if you want all team members to view each other’s status reports.
- Alternatively, you can allow access to project status reports for certain participants only. In this case, turn “Team-wide” mode OFF and restrict viewing by unchecking “View” properties for other participants. Team members with the “View” checkbox unchecked will only be able to view their own status reports.
- The Recurrence setting configures how often participants receive email reminders to fill in their status reports. This feature is optional and can be turned off.
- You can add, remove, and assign new team members at any time.
Step 2: The text of the status update should be added to the “Update” field of status feed.
Data such as the report type, date and name will be added automatically.
As soon as a new status report is added, participants with “View” rights can view it in real time when they log in to their accounts. They will also automatically receive emails with the full text of status reports.
Step 3 (Optional): Generate a report and export it to PDF.
(Skip this step if you share status reports online and don’t print them.)
- Choose dates
- Choose people
- Click “File” button
- Choose type of report and click “Generate Report”