The All-Important Project Report Process

You’re the boss, what you say goes. So when you want your departments to give you the full rundown on what they’re working on, how do you think they should go about making a project report? Cross-departmental collaboration is key, but how are different employees supposed to work together?

You want your teams to give you visuals as well as highly descriptive explanations of their progress, but how would what kind of media should they include?

There are multiple questions that you need to make sure you have answered before they start work. Being able to work from the same software is paramount to making collaboration a success. Here’s what the report should include.

Multiple teams working together

As you can imagine, any kind of cross-departmental report will become a little heated at times.

Your employees are very passionate about what they have contributed, so they don’t want another team to contradict or falsify claims they make.

Assign a report manager to oversee the entire thing from start to finish.

Give your cross-departmental team a software like a type SimplyClouds supplies. Microsoft Office 365 is very popular because there are multiple apps that teams can access and use, all found in one place.

Your financial team can use Excel to make detailed spending and savings reports. Your administrative planning team can write their actions in Word. Your marketing team can create a PowerPoint presentation. 

A word from the C-suite

As the CEO, all other C-suite employees report back to you. They should have a hand in the report as well. Before or after each team has presented their piece of the pie, the C-suite overseeing that particular department should include what they did.

If you are reading the section where your research and development team is showcasing what they have accomplished, the Chief R&D Officer (CRDO) should set out the team’s goals and explain how they were or were not accomplished.

This goes for all executive ranked employees. The reason for this is, the C-suite has to take responsibility for what their departments have done.

Making sure they are involved in the process of the report, will be a culminating moment in the role they played in a task, product development or marketing campaign.

The absorbing moment 

On the day of the finished report being handed to you, a presentation of the entire thing should be made to you. In the executive meeting room, the various teams and executive employees should gather. Each team should get up in front of you and present their chapter in the report.

This gives you the opportunity to ask them specific questions as they show evidence of their actions.

You shouldn’t be viewing the presentation on your own, your Chief Risk Officer and Chief Legal officer should be absorbing the report with you. The CRO will assess each part of the report and give its impact analysis of each department’s achievements or lack thereof. 

Project reports are the final stage of a long journey. The report will let you know practically everything you need, to make future decisions about your business. 

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