Report header
- Project
- Reporting period
- Overall RAG
- Apply the objective rules below rather than a judgement call.
Status reports stay green until the week they turn red, because amber invites scrutiny nobody wants. Defining RAG by objective criteria rather than by judgement is the only reliable fix.
Define RAG objectively. Green: on baseline date and within budget. Amber: forecast slip under two weeks or budget variance under 10%, with a recovery plan. Red: beyond those, or needing a decision. Objective rules remove the social cost of amber.
Lead with decisions needed. Put it at the top. A status report that reports progress but buries the blocking decision has failed at its only real job.
Keep the baseline date visible. Show baseline alongside forecast. Reports that only show the current forecast hide cumulative slippage, because each individual slip looks small.
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Projects fail on scope, and scope fails on what was never written down. The most valuable section of a charter is the out-of-scope list, because that is what gets argued about in month three.
IT roadmaps become wish lists because they list initiatives without capacity. Showing what the team can actually deliver alongside what has been requested is what turns the roadmap into a prioritisation conversation.
RACI matrices fail in one predictable way: multiple people marked accountable for the same activity, which means nobody is. One A per row is the rule that makes the whole exercise worthwhile.
By objective criteria: green is on baseline date and within budget tolerance; amber is a forecast slip or budget variance within defined thresholds with a recovery plan; red is beyond those or blocked pending a decision. Judgement-based RAG stays green until it cannot.
A risk may happen and has a likelihood; an issue has already happened and needs action now. Reporting them in one list obscures what requires immediate attention versus what needs monitoring.
Decisions needed, with options, a recommendation, the decision owner, and the date by which it is needed. Progress narrative matters far less than unblocking the thing that is currently stuck.