Tag Archive: writing

2 Tips for More Effective Project Status Reports

pm411_logo We visited with Ron Holohan today on The Bigg Success Show. Ron is a Certified Project Management Professional and is currently the Director of Program Management at Shure in Chicago. Ron also hosts a weekly project management internet radio show called The pm411.org Project Management Podcast, which has consistently been one of the top four project management shows on iTunes.

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icon for podpress  Hear us talk with Ron on The Bigg Success Show! Just click the purple play button.: Play Now | Play in Popup | Download

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marylynn We all know that project management can be a stickler. So we asked Ron to share two tips with us to create more effective project status reports.

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ronThe first tip is to focus only on the exceptions. What I mean by that is that you don’t want to throw everything in the kitchen sink into your status reports. No one wants to read all that. They want to be able to look at your status report and pull out just the information they need. So focus on the exceptions – those issues that have changed since your previous report. Your audience only gets the information they need so your status report is short and concise.

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georgeI think that’s a bigg one. It seems that you often see status reports that look like a “mind dump.” You see all the activity that’s happened since the last report. You get bored with it so you’re not able to help them. might call it stubborn.

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ronThat’s right. If someone wants to go back, they can always look at one of your previous reports for more information.

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marylynn Cut the fat … get to the meat. What’s another tip?

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ronAnother tip is to make your report as easy as possible to read. This is the same kind of ideas as Tip #1. You want to allow your audience to easily scan for details that interest them the most. One way to do that is by using something called “Stoplight Reporting” – you communicate progress by using different colors. A bullet point in green may mean this item is going according to plan. Yellow means that particular item needs to be watched. Red means action is required because that item is starting to go off track. You can actually use blue as well to indicate that particular item has been resolved or completed.

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marylynn Can you put a “Don’t Walk” in there?

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ronThat would be nice! Use short bullet points. You don’t want to write a paragraph; this isn’t going to win you a Pulitzer Prize. You’re just trying to convey simple facts to your audience. Also, use tables where you can. They’re great for listing things like milestones, budget information, or product material cost.

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georgeWhat’s interesting about this to me is that some people are good with words or numbers, but other people are very visual. So you’re giving your report in a way that allows your audience to consume it the way they prefer.

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marylynn I prefer stick figures!

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georgeIt’s a great system that you’ve outlined with the different colors. You instantly can see what’s going on. Now I assume what you talk about are the “yellows” and the “reds”.

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ronThat’s right. So if I was reading the report, my eyes would naturally look for those yellow and red bullets that need my attention the most.

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Ron’s freebie!
Ron has a free status report template available for you, complete with a Stoplight along with other great templates.

Thanks Ron for sharing your fantastic tips with us!

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Failure to Do This Harms Relationships

Have you ever had a service company just show up at your door even though they told you someone would call first?

Have you ever had a co-worker promise they would get information to you but then drop the ball?

Have you ever asked a sales person to get back to you on a proposal but then they never did?

 
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What was your impression of that company, co-worker, or sales person when they didn’t follow-through?

It probably wasn’t favorable. You realize that you can’t count on them to do what they say they’ll do.
   
Follow-through: an essential element to building your personal brand.
A brand carries with it the promise of expected benefits. Every time a promise is not delivered, the brand suffers.

Promises are easy to make, but not as easy to keep. But if you want to build trust, you have to make good on your promises.

“Say what you’ll do, then do what you say.” Author unknown
 
This separates people who achieve bigg things from people who don’t. Even if it’s just a little thing, you risk leaving the impression that you don’t follow through.

We often have the best of intentions, but it’s impossible to judge someone on their intentions. So we do the only thing we can do – we base our opinions of people on whether they deliver on their promises.

Be careful not to over-promise.

If we surprise someone, we should surprise them in a good way – by doing more than we say we’ll do. It’s not good to disappoint them by doing less than what we say … or not doing it at all.

Today’s bigg action item – Develop a system to record every promise you make.

Do whatever works for you, whether that is an old paper system or something using new technology.

One simple way to do this is Jott. Whenever you make a promise, just call and leave a message about what you need to do. Jott will send you an e-mail or text message reminder. That coupled with your personal calendar can keep you on track. Here’s the best part – Jott is a FREE service.

There are two keys to making any system like this work:

  • Budget a little extra time after each activity.
    This will allow you to write down or record anything you promised.
  • Make it a habit.
    Really focus on using your system every day for the next two weeks.

Or you could do what George does. Mary-Lynn reminds him of his promises. Speaking of which, he has to go pick up the dry cleaning that was ready last week!

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Related posts

Don’t Jot It Down, Jott It!

3 Tips To Thrive In Your Career

Get People to Buy into Your Personal Brand with This

Ask Yourself This Before You Say “Yes” 

(Image by Henkster)

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