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Meandering thoughts on Portfolio Reporting By Craig Kilford

Portfolio reporting: Meandering thoughts

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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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Page 1: Portfolio reporting: Meandering thoughts

Meandering thoughts on Portfolio ReportingBy Craig Kilford

Page 2: Portfolio reporting: Meandering thoughts

There is a fine between success and failure with reporting

Page 3: Portfolio reporting: Meandering thoughts

Portfolio reporting has a very ‘un-cool’ reputation

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But you can make it ultra cool if you want to

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Make sure you involve Management Board from the start

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Don’t bore people with more paperwork!

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Management Dashboard, not the whole engine room!

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Take time to design a sexy dashboard, everything adds value

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Show PMs why reporting will help them, get them excited

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Involve PMs in the reporting design, make it theirs

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Test it with a couple of PMs, you’ll both learn lots

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Make some programmes famous, everyone wants fame

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Make guidance interesting (audio or video can be very cool)

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You are not too important to help people complete reports

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Don’t grass on people, but make it obvious who is being a grumpy little shit

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Keep talking to people, even after implementation

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