An important element here is uniformity and clear communication. Here, Jean Scheid discusses their importance plus some free links to sample forms. Those in charge of monitoring the project need to be updated on a regular basis to identify problems, deal with them, and make decisions based on these reports.
The report creation process can also provide you and your team with accountability as you assess your most recent performance and productivity levels. Monthly reports should generally be brief, but also comprehensive, listing major activities and actions taken, as well as goals for the upcoming month.
Title and Label To ensure that anyone reading your report understands what it's about, be sure to title and label the report clearly and accurately, with critical information such as the type of report, the time period covered by the report, the date of report submission, department or team name and your own name.
Jane Reed Submitted on: February 3rd, Tip Before submitting your first monthly report, find out from your supervisor whether there's a specific template you should use.
If your company or department doesn't have a template, ask your supervisor if he has any preferences regarding the construction of your report. Present Accomplishments and Statuses Use bulleted lists to briefly present all that has been accomplished during the month, as well as the status of any ongoing projects.
Completed line-by-line review of each state's regulatory requirements for appraisal licensing. Received course approval from Alabama and Georgia. Attended industry conference in California. Completed certification process for developing continuing education.
Describe Goals for the Coming Month Your monthly report should also describe the planning that you're doing for the upcoming month. While this doesn't have to be a lengthy section, it should reinforce that you, and your team, have set challenging goals for the near future. Goals and Plans for March Begin review of real estate broker licensing laws for all 50 states.
Begin course architecture process for three new real estate CE courses. Provide Summary When appropriate, provide a summary of where things stand either for your team or in your own work.
January was a productive month for the compliance team. We completed our review of state regulations on appraisal licensing, submitted three course approval applications to state regulatory bodies, received course approval from two states, attended a networking event in California and completed a nine-month certification process so we can move forward in developing continuing education programs.
Special credit goes to Julie Connor for her diligent work in contacting 50 regulatory boards by phone and email to ensure that our data was accurate. Other Considerations Here are some other considerations that may help you in creating a useful report: Your supervisor may ask you to provide a brief financial summary of expenses during the month.
Creating a table inside your document may be the best way to present your numbers.
While the goal of a monthly report is to provide a brief summary of your activities during the month, it is also essential to recognize colleagues who were part of your team or who assisted you. Be sure to name them in the report and, of course, ensure that their names are spelled correctly.
Review previous reports when crafting a new one. Some projects and activities, such as submitted applications to state agencies, can take a significant amount of time to complete. Make sure that you provide an accounting for everything you've done and accomplished.Apache Project Management Committees (PMC) are required to report on their project's health and status quarterly to the Board of Directors.
While PMCs manage their own technical affairs independently, the Board provides the oversight to ensure that projects continue to operate as healthy, community- and consensus-driven projects that support our mission. Status reporting is one of the most vital governance practices for any project.
When used appropriately, status reporting serves multiple purposes, not the least of which is to support informed decision making, monitor progress, communicate with stakeholders and maintain performing organization credibility. Monthly Status Report to Sponsors.
Assume you are the project manager for a software company and your team is in charge of delivering an update to tax preparation software for the next tax season. The project team has ten software developers working together, but located across the country.
Jul 01, · Writing a monthly report serves as an important tool for communicating your achievements and ongoing projects to your employer. The report creation process can also provide you and your team with accountability as you assess your most recent performance and productivity levels.
• The new Dashboard will take a snapshot of the project status form.
In summary: The May status report reflects April project activities, and will not be published . Issuu is a digital publishing platform that makes it simple to publish magazines, catalogs, newspapers, books, and more online.
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