A project summary report contains a brief discussion of the progress of a project during the reporting period covering all its aspects. It is, generally, helpful in maintaining and handling all the data related to the project, in a way that is easy to understand and manage.
Its’ contents are basically made up of information about status of the projects based on its different aspects, key milestones, and tasks planned or scheduled for the next reporting period.
What matters most is that these project summary reports reflect the real status of the project and also effectively convey its intended message to its readers.
- 4 Tips on the Project Summary Part 1
- Project Summary Report: Template Download Part 2
- How to Make Project Status Reporting 10x Easier Part 3
- Additional Sources Part 4
Here are the main points to keep in mind when writing project summary reports:
Write the Report with the Readers in Mind.
The project summary report should not be an exhibit of how extensive the project manager’s knowledge about the project is. He must take into consideration the level of familiarity with the management and other stakeholders with the project.
Also, caution must be observed in using technical terms and concepts, as the readers of the report might not be familiar with them.However, If it is unavoidable to use them, provide a brief explanation of the term or the concept and use these words as sparingly as possible.
Support the Report with Data.
Reporting on the progress of a project is better if there is concrete and tangible data to back it up.
Though using too many figures and statistics may not be too helpful in some cases, a combination of texts and figures might just do the trick.
Overview the Sections.
There are a lot of project summary report templates available to be used for free which may have already pre-arranged the sequence of each section of the report.
If a project manager is creating one from scratch.
They may want to put the budget section as the last component of the report so he or she does not need to provide an explanation for each project-related expenses made during the reporting period.
Plan for the Future.
Include a brief discussion on the future tasks for the next reporting period.
In the minds of management, a project is just as good as how it was in a project summary report.
This is especially true if they do not have a physical access to the project itself and have no other means of getting updated about the project aside from the reports they are getting from the project team.
Make the report speak for the project by making it brief, concise, transparent, and also comprehensive, as possible.
Project Summary Report: Free Download Section
How to Make Project Status Reporting 10x Easier
How to configure status reports on Status Platform:
- Create a “Project Summary Report” applet — customize our preset forms or easily create a new form in minutes.
- Setup reminders if you want your team members to receive automatic reminders when their reports are due.
- Configure who will submit reports by choosing the “Participants” tab.
Step 2: Users will click the “Open Submission Form” button to fill in and submit the report.
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.
- Set the applet as “Team-wide” if you want all team members to view each other’s status reports.
- Alternatively, you can make every participant to view his/her own reports only. Manager/stakeholders will view all reports.
- Add, remove, and assign new team members at any time.
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.)
Click “Generate Report”.
- Make project reporting easier with auto-fill:
Fields such as date, name, report type, and formatting are inserted automatically by software.
- Consolidate reports automatically:
Reports created by your team members can be consolidated easily.
- Save time with auto-layout:
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 with auto-reminders:
No one forgets to fill in their status reports because Status Platform sends timely reminders according to the schedule you chose.
- 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, etc.) by connecting these apps to your status applet.
- Quick sharing:
Status reports can be either
– exported to files and printed, or sent by email;
– shared with the manager online (in real time);
– shared online (in real-time) 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 Write a Project Management Report + Free Template Download
- How to Write a Project Status Report + Free Template Download
- How to Build a Smart Project Progress Report + Free Template Download