AI workflows for project status reporting.

Telling the team, the client or the funder where a project stands and what decision is needed, on a regular rhythm.

Who does this work

  • Project manager
  • Project office analyst
  • Delivery lead

2 workflow templates ready to adapt, and 3 workflows identified.

Updated

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Examples of the workflows identified
  1. Prepare the weekly project status brief
  2. Roll project status reports up for leadership
  3. Prepare the cross-team program decision briefIllustrative

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Prepare the weekly project status briefA status brief of completed deliverables, changed dates, blockers and the decisions needed, for the project's internal review.Workflow templateRoll project status reports up for leadershipTurns the status reports project leads already write into one page for leadership: each project's status as its lead stated it, what moved, the decisions leadership is asked for, and where two reports contradict each other or a status has no reason.Workflow template
Prepare the cross-team program decision briefA program brief of changed commitments, shared dependencies, overdue work and the decisions due across several teams.Illustrative · not built yet

Workflow templates

Project portfolio status roll-upThe head of delivery takes one page to leadership each fortnight or month, built from the reports project leads already write: every project red, amber or green as its own lead stated it, what moved, the decisions leadership is asked for, and where two reports contradict each other or a status has no reason.Workflow templateProject status reportThe lead of an internal project gets a status report the sponsor can read in two minutes: each workstream red, amber or green with the reason, what moved, who must clear each blocker, the decisions needed and the dates at risk. No milestone is called done without evidence, and the lead confirms every status.Workflow template

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Where to go next

All of project and program managementThe broader area this belongs to, with its workflows.All of project and deliveryEvery area of the function, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.

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