Agile Project Management (e.g. SCRUM)
- Product Backlog at the start of the previous Sprint
- Product Backlog at the start of the new Sprint
- Changes Report (Shows what has changed between the 2 reports above)
- Product Backlog Burndown Report (measures amount of remaining backlog work
- The daily scrum which is open to everyone and provides daily up-to-date information. (e.g. face-to-face)
- The Sprint Review meeting provides monthly information into whether the project is creating valuable functionality.
Waterfall Project Management
You should have a regular report with a standard format. This format should be consistent throughout the project. The wording in this report has to be short, precise and easy to understand by someone who is NOT intimately familiar with the project. Refrain from putting in Team specific vocabulary (e.g. IT, Sales etc.).
Here are the proposed sections for this report:
- Start with a short Project Description: This should be a 2-3 sentence summary of what this project is about.
- Project Info: should show Project Name + Project Manager Name
- Project Status: this should provide a short status overview of the triple constraint items (Scope, Cost, Time) and Quality. In order to communicate the information clear and quick you might want to use a color code (Green = ok, Yellow = some issues, Red = serious issues)
- Milestone Information: This shows the major milestones for this project and if they are on track with a short Milestone Status (e.g. Done, Work in Progress)
- Key Issues: Shows where and from whom you need help to address an issue with a short Issue Status (e.g. need xyz in order to close abc) and a due date
- Accomplishments: Give credit to the team! This is the place to promote what the team did.
- Next Steps/Priorities: Shows what needs to happen next.
To ensure you get the right message to the right people in a timely manner check with the project stakeholders
- How do they prefer to get notified? Is an update via email ok? Is a face-to-face meeting prefered? If you need a meeting, who should be in the meeting etc.
- How often do they want to get notified? daily/weekly/bi-weekly/monthly etc
- What format do they prefer? e.g. PowerPoint, .pdf file etc.