Templates
Create multiple concise templates and then schedule reports that are comprised of these smaller templates creating one smooth fluid report.
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Easy Reporting
Reports may be built from multiple templates and template author’s can add their own help to provide guidance on the expectations for their template.
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Schedules
Create a schedule that matches your needs; e.g. weekly or monthly reporting.
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Metrics
Metrics help remind everyone of the importance of consistently updating their status report.
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Templates
Create templates that can be shared amongst team members to promote consistency.
Introducing The Status Reporting Toolset
We Take The Pain Out Of Status Reporting
Some people fear filling out their status reports while others loathe the task. Even those who ask their employees to create status reports don’t like to read them and some organizations have given up on them entirely even though they want the benefits of status reporting! The Status Reporting Toolset helps take the pain out of the tedious, repetitive, dull job of status reporting by giving you the tools to create effective status reports that add value to the organization and the employee, improve communications at all levels, and reduce the amount of time and effort required to create and maintain effective status reports.
The Status Reporting Toolset isn’t specific to any one project because communication must occur at all levels to all individuals. From top-to-bottom, the Status Reporting Toolset captures the expectations of the employee by building templates that can be shared as required. Employees performing tasks on multiple projects will have a status report composed of the expectations from the entire organization (e.g. uphold the vision of the company), the department or manager (e.g. increase efficiency) and each of their projects. With the Status Reporting Toolset each of these groups of expectations are brought together so that the employee sees one fluid report. Each project sees only the report relevant to its expectations, but when the employee sits down with their manager for a performance review, all expectations and the history of performance are immediately available to them. All through the simple act of implementing the Status Reporting Toolset correctly.
We Capture Expectations And Improve Communications
The expectations of you change over time and you need a toolset that is flexible to simplify your Status Reports. Using templates, you can create small “building blocks” that you then assemble into your report. These “building blocks” can even be built by others who have an expectation of you, for example a manager, a partner, or a team. When change comes, and it will, you can quickly swap out the “building blocks” to bring in new components that match the new expectations of you. At the end of the year, when you sit down with your management to discuss your performance, you’ll have a complete record of both the expectations of you and your performance relative to those expectations. You can even add your own private template to track that which is “above and beyond” the expectations others have of you.
Building Effective Status Reports Is As Easy As 1-2-3
Status Reporting should be simple, but with crazy schedules, unrealistic expectations, matrixed organizations, and other influences beyond your control, this important activity is often overlooked. The Status Reporting Toolset provides the tools needed to take the pain out of status reporting. The Status Reporting Toolset gives an organization the ability to create templates that capture a logical group of expectations, such as those from the company (e.g. upholding the standards of the company, attending mandatory training, etc.), those from senior management (e.g. documenting work, completing specific personal goals), those of a project, etc. These templates are then drawn together into a single fluid report which is “scheduled” to allow effective communication to occur. Build a template, compose a report of the applicable templates, schedule the report and the Status Reporting Toolset will take care of the alerts to complete a timely report, the collection of the information through the templates, and the dissemination of the information to interested parties at the end of each reporting cycle.
No Organization Is Too Large Or Too Small
The Status Reporting Toolset works well for the individual concerned with capturing their achievements against all the expectations of them or the organization with employees working multiple projects. It works for consulting companies looking to report internally as well as reporting out to their customers or for Program Management Offices with multiple contractors and sub-contractors needing. One reason so many other techniques fail to produce good, clean, accurate, meaningful status reports is that they try to create a single report of all expectations. This is far too fragile to withstand the fluid dynamics of an organization. The Status Reporting Toolset builds a single report from multiple small, discrete templates which capture very specific, well organized expectations. These templates can be swapped in or out of a “master” template to create a seamless relevant report for each individual.
