Besides the small introduction, subscribers and consulting clients within this management domain have access to:
Identify gaps, establish a list of dashboards and reports to enhance, and set out a roadmap for your dashboard and reporting enhancement project.
Gain an understanding of how to design effective dashboards and reports.
Officially close and evaluate the PPM dashboard and reporting enhancement project and transition to an ongoing and sustainable PPM dashboard and reporting program.
Workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn't enough, we offer low-cost delivery of our project workshops. We take you through every phase of your project and ensure that you have a roadmap in place to complete your project successfully.
PPM dashboards and reports will only be effective and valuable if they are designed to meet your organization’s specific needs and priorities.
Conduct a decision-support review and a thorough dashboard and report audit to identify the gaps your project will address.
Take advantage of the planning stage to secure sponsor and stakeholder buy-in.
Current-state assessment of satisfaction with PPM decision-making support.
Current-state assessment of all existing dashboards and reports: effort, usage, and satisfaction.
A shortlist of dashboards and reports to improve that is informed by actual needs and priorities.
A shortlist of dashboards and reports to create that is informed by actual needs and priorities.
The foundation for a purposeful and focused PPM dashboard and reporting program that is sustainable in the long term.
1.1 Engage in PPM decision-making review.
1.2 Perform a PPM dashboard and reporting audit and gap analysis.
1.3 Identify dashboards and/or reports needed.
1.4 Plan the PPM dashboard and reporting project.
PPM Decision-Making Review
PPM Dashboard and Reporting Audit
Prioritized list of dashboards and reports to be improved and created
Roadmap for the PPM dashboard and reporting project
Once the purpose of each PPM dashboard and report has been identified (based on needs and priorities) it is important to establish what exactly will be required to produce the desired outputs.
Gathering stakeholder and technical requirements will ensure that the proposed and finalized designs are realistic and sustainable in the long term.
Dashboard and report designs that are informed by a thorough analysis of stakeholder and technical requirements.
Dashboard and report designs that are realistically sustainable in the long term.
2.1 Review the best practices and science behind effective dashboards and reporting.
2.2 Gather stakeholder requirements.
2.3 Gather technical requirements.
2.4 Build wireframe options for each dashboard or report.
2.5 Review options: requirements, feasibility, and usability.
2.6 Finalize initial designs.
2.7 Design and record the input, production, and consumption workflows and processes.
List of stakeholder requirements for dashboards and reports
Wireframe design options
Record of the assessment of each wireframe design: requirements, feasibility, and usability
A set of finalized initial designs for dashboards and reports.
Process workflows for each initial design
Ensure that enhanced dashboards and reports are actually adopted in the long term by carefully planning their roll-out to inputters, producers, and consumers.
Plan to train all stakeholders, including report consumers, to ensure that the reports generate the decision support and PPM value they were designed to.
An informed, focused, and scheduled plan for rolling out dashboards and reports and for training the various stakeholders involved.
3.1 Plan for external resourcing (if necessary): vendors, consultants, contractors, etc.
3.2 Conduct impact analysis: risks and opportunities.
3.3 Create an implementation and training plan.
3.4 Determine PPM dashboard and reporting project success metrics.
External resourcing plan
Impact analysis and risk mitigation plan
Record of the PPM dashboard and reporting project success metrics