Project Management actions
The project manager must provide the project board with summary information about the status of
the stage and project and distribute other information to the stakeholders at a frequency
documented in the communication management approach, as defined by the project board.
Recommended actions for the project manager:
- assemble the information from the checkpoint reports, project log, and any significant revisions to the stage plan for the current reporting period (the information is gained from the review of the stage status).
- assemble a list of corrective actions (as noted or recorded in the project log) undertaken during the reporting period; this will assure the project board that the project manager is acting within the agreed tolerances (the information is gained from taking corrective action
- review the highlight report for the previous reporting period.
- produce the highlight report for the current reporting period.
- distribute the highlight report
For projects using an iterative-incremental delivery method such as agile, the highlight report may be based on a ‘pull’ system, whereby the project board looks at progress charts being maintained by the project manager and development teams.
Highlight Report structure
The purpose of a highlight report is to provide the project board (and possibly other stakeholders)
with a summary of the stage status at intervals defined by them.
Executive summary: project manager’s report
Period: the reporting period covered by the highlight report
Follow-ups: the outstanding items from previous reports (for example, action items completed or unresolved)
This reporting period: the actual progress of work packages, including those pending authorization, in
execution, and completed in the period (if any work packages are being performed by external suppliers,
this information may be accompanied by purchase order and invoicing data); products completed in
the period; products planned but not started or completed in the period (providing an early warning
indicator or potential breach of time tolerance); any corrective actions taken during the period
Next reporting period forecast: progress of work packages, including those to be authorized, in
execution and to be completed during the next period (if the work packages are being performed
by external suppliers, this information may be accompanied by purchase order and invoicing data);
products to be completed in the next period; corrective actions to be completed during the next period
Stage and project tolerance status: how execution of the project and stage are performing against
their tolerances (for example, cost/time actuals and forecast)
Key issues and risks: a summary of the actual or potential issues and risks (including a list of
requests for change or off-specifications raised, actioned, or pending for the period)
Lessons (if appropriate): a review of what went well, what went badly, and any recommendations for
consideration by the business; sourced from the lessons log or any lessons reports that may exist.
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