So part of the whole fiasco at work involves the ED having to report to the board more often. He has now asked me to come up with some sort of weekly report that tracks the status of not only my projects but those of my two coworkers (who I now supervise).
I've googled but I'm not finding anything that fits. Before I spend a lot of time on this I thought I would ask here. Do you use something similar that I might be able to copy?
I could always default to a writing a word document that is basically a narrative of the week's events. However, I think it would be much quicker if my co workers could each fill out some sort of simple form that I then complied into a report.
IDK. i don't want to waste too much time with this because I honestly don't think it is going to stick long. :-p
When I've had to do something similar I found it easiest to just make a chart in Word with three columns - Project, Status, Notes. Then I just update it each week (if there is anything to report) and Save As under the new date.
ElsaVon's is exactly what we have - an excel spreadsheet with a few colums. Project (we call them Goals), Description/Notes, Recent Progress, and Task Items.
It tracks well because (theoretically) each time you update you can take your last task items and move them into recent progress.
At my last job we had a few different things. It sort of depends on the nature of the projects you are tracking. We had a similar columned Excel spreadsheet with Project, client, start date, projected end date, a current updates column and a problems/solutions column.
We also had a tracking calendar of what deliverables were happening in each quarter and a very brief status (in progress, on track, overdue, delivered). It had three columns that corresponded with the three types of work we did, but you could make it flexible.
The board liked the high level quarter by quarter tracking sheet much better honestly, because they don't care about each roadbump, just the big picture.