Guidelines for Management Reports

  • Report by exception – what does this mean?
    Projects are inherently risky. If the work has no risk, maybe it is your “day job”, and not a project at all. Projects do have problems, and some will be severe. Reporting by exception means displaying your problem areas prominently in reports so they are easy to find and read by the stakeholders. Project management should create an environment where it is encouraged to discuss problems when they are small, so they can be solved before they get huge. Which leads us to the next guideline . . . .

  • Standardize report formats.
    How many pages of your reports does your manager read? One? A half of the first page? So, where in the report should you report your critical problems? On the first page! It is helpful to standardize PM reports. Somewhere on the first page may be, “Problem Areas Experienced this Reporting Period” and under that, “Corrective Actions Being Pursued.”

  • Report variations from the baseline.
    Reports should include variances from the baseline plan. The most common variances to report are Schedule Variance and Cost Variance, but more on these later.

  • Freeze the baseline on the software you use, or you can’t measure these variances.