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status reports

How To Create Status Reports That Work?

May 11, 2024 by Ashwin Leave a Comment

Status reports that work

Status reports are often the most “filtered out” emails, ending up in a folder that never gets opened. But that doesn’t mean the stakeholders are not interested in the status… they just hate the way it is reported!

3-Speed Status Reports

From my experience across a wide range of stakeholders, information is often expected at 3 different speeds.

  1. On-demand (fast) – get the information when they need it, without having to contact anybody
  2. Concise (slow) – get them the information in a way they can easily digest
  3. Details as needed (slowest) – they can go into finer details as needed

Often, preference is given to #1 or #2, with #3 being used for information that they care about (e.g., a big failure or escalation)

About 80-85% of stakeholder expectations are addressed by one of these 3 modes.

As someone responsible for reporting status, like a project manager, it becomes important to address these modes.

How do you do that?

The Reporting Sweet Spot!

Here’s a recommendation that works with most. However, you must understand the expectations and tailor them for any specific needs.

Status reports that work

3 recommended ways to report information that is proven to work are:

  1. Information radiators / Dashboards – on-demand, single-page view of status and visualization of key metrics
  2. TLDR Summary – a condensed summary of not more than 6 bullet points that highlight important aspects and key messages
  3. Double-click Reports – a detailed report, not more than 2 pages, that has a double-click of key messages in the TLDR summary

Also, include a specific section that calls out actions for the stakeholder – it can be an approval or have them enable a smooth progress.

Here’s a sample email structure that you can use – covering all of the above:

Sample email status report

I hope these tips help you make the status reports useful, once again! Cheers…

Filed Under: Leadership, Reporting, Tech Tagged With: leadership, management, project management, projects, status reports, tech

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