Project Portfolio Management (Page 2 of 3) in pdf

Accomplishments

1. Updates are recorded for the project activities within the last month only.

2. How to write your project activities

a. Use verb, object/subject of important high-level activities

b. Use past tense verbs because these are past accomplishments.

c. Do not submit a “journal” of everything you and your team did (such as “conducted team meeting,

“worked on project schedule.” There is a spacing constraint. If the data is too long, you risk not being

able to read all your project activities listed in the status report.

d. In general, try not to use pronouns or personal names.

Example: If referring to something you accomplished, it should be written in the past tense as in the

following: “the project manager has/did/planned or, the Business Analyst recommended,” etc.

1. Format of the Accomplishments section

a. Start with reporting period dates

b. List each activity (line) starting with a bullet.

c. In the Accomplishments section you will always show the past 30 days of project activities.

d. Delete all other report periods

Next Steps

1. Next Steps report future project activities forecasted to occur during the one month period.

2. How to write your future projects activities:

a. Use verb, object/subject of important high-level activities

b. In general, do not use pronouns or personal names. Example: If referring to something you will

accomplish, it should be written as “the project manager plans to…

3. Use verb, object/subject of important high-level activities

4. Format of the Next Steps section

1. Start with report period dates

2. List the future activities starting with a bullet.

3. Delete all other time periods

Project Health Scale

The following recorded fields require a color scale:

Overall Status

Budget Status

Schedule Status

Scope Status

Risk Status

Issue Status

Control Status

Mark each field with the appropriate color that reflects the project status below:

Green - Project and tasks are on track per plan.

Yellow - Project not quite to plan. Task or Project is behind schedule or over budget or scope is creeping /

changing. I have a plan to fix the issue. Project change request may be in process. Minor issue.

Red - I am off plan. I need help from management. I am not sure how to proceed. This is a serious issue with

the task or plan. There is a problem which affects the critical path. This is a judgment call (raising your hand).

Project Portfolio Management Page 2