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A collection of thoughts based on a lot of enjoyable experience, as well as few mistakes when implementing Portfolio Reporting
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Meandering thoughts on Portfolio ReportingBy Craig Kilford
There is a fine between success and failure with reporting
Portfolio reporting has a very ‘un-cool’ reputation
But you can make it ultra cool if you want to
Make sure you involve Management Board from the start
Don’t bore people with more paperwork!
Management Dashboard, not the whole engine room!
Take time to design a sexy dashboard, everything adds value
Show PMs why reporting will help them, get them excited
Involve PMs in the reporting design, make it theirs
Test it with a couple of PMs, you’ll both learn lots
Make some programmes famous, everyone wants fame
Make guidance interesting (audio or video can be very cool)
You are not too important to help people complete reports
Don’t grass on people, but make it obvious who is being a grumpy little shit
Keep talking to people, even after implementation