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Portfolio reporting: Meandering thoughts

Date post: 21-Dec-2014
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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 Reporting By Craig Kilford
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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

Page 4: Portfolio reporting: Meandering thoughts

But you can make it ultra cool if you want to

Page 5: Portfolio reporting: Meandering thoughts

Make sure you involve Management Board from the start

Page 6: Portfolio reporting: Meandering thoughts

Don’t bore people with more paperwork!

Page 7: Portfolio reporting: Meandering thoughts

Management Dashboard, not the whole engine room!

Page 8: Portfolio reporting: Meandering thoughts

Take time to design a sexy dashboard, everything adds value

Page 9: Portfolio reporting: Meandering thoughts

Show PMs why reporting will help them, get them excited

Page 10: Portfolio reporting: Meandering thoughts

Involve PMs in the reporting design, make it theirs

Page 11: Portfolio reporting: Meandering thoughts

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

Page 12: Portfolio reporting: Meandering thoughts

Make some programmes famous, everyone wants fame

Page 13: Portfolio reporting: Meandering thoughts

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

Page 14: Portfolio reporting: Meandering thoughts

You are not too important to help people complete reports

Page 15: Portfolio reporting: Meandering thoughts

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

Page 16: Portfolio reporting: Meandering thoughts

Keep talking to people, even after implementation

Page 17: Portfolio reporting: Meandering thoughts

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