A collection of thoughts based on a lot of enjoyable experience, as well as few mistakes when implementing Portfolio Reporting

1. Meandering thoughts on Portfolio Reporting
By Craig Kilford

2. There is a fine between success and failure with reporting

3. Portfolio reporting has a very ‘un-cool’ reputation

4. But you can make it ultra cool if you want to

5. Make sure you involve Management Board from the start

6. Don’t bore people with more paperwork!

7. Management Dashboard, not the whole engine room!

8. Take time to design a sexy dashboard, everything adds value

9. Show PMs why reporting will help them, get them excited

10. Involve PMs in the reporting design, make it theirs

11. Test it with a couple of PMs, you’ll both learn lots

12. Make some programmes famous, everyone wants fame

13. Make guidance interesting (audio or video can be very cool)

14. You are not too important to help people complete reports

15. Don’t grass on people, but make it obvious who is being a
grumpy little shit

16. Keep talking to people, even after implementation

17. Suggest a presentation subject by emailing
hi@MrPortfolioManagement.com
Or Tweeting
@MrPortfolio