Writing Detailed Project Reports

Career advice I’d give my younger self: Keep a record of your wins Document your accomplishments as you go - not just what you did, but the real impact. (Keep this in a personal repository, not at work.) Most of us move from project to project, thinking we’ll remember the details when we need them. Then, when it’s time for a job search or a performance review, we struggle to articulate our impact. Instead, whenever you start a new project, ask yourself: “How will my future self talk about this?” Think in terms of a story - a problem worth solving, a difficult and challenging solution, and a meaningful transformation. You don’t have to wait until the project is finished to start writing it. Step 1: The problem What problem are you solving? A (business) problem worth solving has the problem itself, which lead to symptoms that, if they aren't addressed, can lead to disaster. For example, you might be replacing a legacy workflow. The old workflow is slow and includes manual steps. This results in errors and customer dissatisfaction, which leads to financial risk (due to errors) and churn, resulting in stagnant revenue and declining market share. You'll get more insight over time, but just start at the start. Write down what you know. Step 2: Document the outcomes you (or your leadership) are expecting or hoping for You may not know the final impact yet, but you have a hypothesis. What will change if your project succeeds? More revenue? Higher efficiency? Customer satisfaction improvements? Write that down. The transformation is often the opposite of the problem: if revenue is stagnant, the goal is growth. If churn is rising, the goal is retention. Define the ideal outcome early. Step 3: Capture the key components of the solution As technologists, we naturally document what we built. That’s fine, but remember—hiring managers and execs care less about features and more about impact. And how you collaborated and persuaded stakeholders to create and keep alignment. Step 4: Update your story as you go As your project progresses, go back and update: ✔ What you learned about the real problem ✔ Changes in your approach ✔ The actual results once customers started using your solution Often, the results blossom in unexpected ways - leading to social proof like customer stories, awards, or internal recognition. Capture those. These stories become the basis of a resume that gets interviews and they're great for performance reviews.

It's that time of year again - Performance Reviews. I know it's a not the most exciting task on your list right now but I have 5 tips to help you get the most out of it. 1. Provide a Self Assessment I'm a firm believer that when it comes to performance reviews, you need to be your own biggest advocate. Your manager is leading several other people and I guarantee they don't remember your every win this year - so help them help you! Some companies make this optional, and some don't provide a formal way to do this at all. But even if you need to send your self assessment via email, do it! 2. Highlight Key Projects and Contributions Choose a few standout projects where you played a significant role. Be sure to describe your unique contributions and the positive outcomes they led to. 3. Highlight Your Impact Whenever possible, quantify your achievements. For example, instead of saying, "I improved team efficiency," say, "I improved team efficiency by 30% by doing X." Numbers make your contributions more tangible. 4. Showcase Initiative Emphasize any areas where you took initiative to solve challenges... things that weren't necessarily assigned to you, but work that you did because it needed to be done. This highlights your proactive approach at going over and beyond. 5. Include Feedback from Others If you've received positive feedback from colleagues, clients or even your manager themselves, mention it in your self-assessment. This provides an external perspective on your contributions and reinforces your claims. Good luck!

Don't just share project status Share insight. Most project updates sound the same. → Task completed → Tasks in progress → Risk on the horizon Useful? Sure. Valuable? Not necessarily. Stakeholders don't need a play-by-play of what happened. They need clarity on what it means. This is the difference between being a project calendar and a leader. How do you turn your updates into insights stakeholders actually care about? 👇 ✅ Connect progress to impact "We finished testing early, meaning we're 2 weeks ahead on launch readiness." "We've encountered 3 bugs. Fixes are already in place, but we're going to lose 2 days that we'll have to make up in the sprint starting next Monday." ✅ Translate risks into choices Don't just flag a problem. Show what's at stake and frame options. "We can hit our deadline with reduced testing OR extend for higher quality. Which matters most right now?" ✅ Tie updates back to business goals Keep reminding them WHY the project matters. "This phase brings us 30% closer to reducing manual work for the sales team to prospect potential customers." Above-and-beyond PMs don't just deliver updates. They deliver understanding. Which leads to clarity. Which gets/keeps things moving. Go further. 🤙

The 1-page PDF is the GOAT of internal reporting 🐐 "Build a dashboard and they will come" is just about as true as "build a community and they will come," which is to say, not even remotely true at all. Don't get me wrong, I love a good dashboard and believe that every team should have them for their own reporting needs (primarily to copy/paste charts and tables into presentations), but your stakeholders aren't going to visit it with any regularity. Instead, you need to build the modern equivalent of a direct mail piece to communicate status, progress, value, and what's next. Here are the critical components and how to execute them. 📊 Quantitative (Numbers): + Select 3-5 of the *most important* metrics that you believe stakeholders need to see and make them the foundation of your report going forward. These numbers need to be easily understandable and tell a story. Recommended metrics: Unique Visitors, Views, New Members, Posts, Solutions + Show some sort of comparison to a previous timeframe (MoM or YoY) to bring context to the numbers. Help people understand where we've been, where we're at, and potentially where we're going + Highlight something important in the large chart. Dive deeper into a specific outcome to drive home a point. Recommendation: show something here that illustrates ROI or impact if you have it ✨ Qualitative (Narratives): + One of the biggest mistakes people make is that they throw a bunch of data at their stakeholders, but never tell a story. Bring *clarity* to what's happening and what it matters. Dedicate 1/3 of the report to qualitative storytelling and outcomes + The examples in the fictitious report below are clearly geared toward a support community. Highlight hot topics, important product issues, great contributions by members, programs you've run, and much more. These can remain static or change each reporting cycle depending on what resonates + I've always reserve a portion of the report to highlight members. It's important for internal stakeholders to understand these are real people. It's a very CX-oriented approach to ensuring we keep our customer-focus 🗺️ Roadmap (Notification): + Showcase your progress. Brag a little bit by showing how much you're doing + Eliminate surprises. Show them where we're going and when + Set expectations by showing how busy the team is 📩 1-page PDF Format: + Keep it to a single page. No one wants a spreadsheet + PDF works in every email client and is easily consumable + Email is alive and well. Everyone checks it even though they say they don't. Send it there + Post it in Slack/Teams as well. Run people out of excuses as to why they didn't see it/don't understand Lastly, here are some more resources to help you get started: 🎧 Podcast in which this is discussed at length: https://lnkd.in/gueaMpAM 👩🎓 Free course on measurement: https://lnkd.in/gvYm4e_n Go forth and report victoriously!

In the past 10 years, I’ve reviewed 100s of design docs. Here’s how to write review-ready design docs in 3 simple steps. 1/ Start with a skeleton, write these: • Metadata (Title, authors, status, date, reviewers, approvers) • Context and background • Problem statement • Summary or tl;dr (Optional) • Proposed solution details with tradeoffs and selection rationale  • Other alternatives considered • Failure modes of the proposed solution • Open Questions • References (Optional) 2/ After the skeleton, fill in the content under these headings. -If there are sub-sections, add sub-headings.  -Provide examples and sample calculations. -Use bullet points and lists wherever applicable -Include architectural diagrams, graphs and tables. 3/ If the document is large, put a summary after the problem statement. Start with the skeleton, take it one step at a time, and before you know it, you are done! Remember, a good design doc: -helps understand design decisions and implementation details -helps in identifying potential issues and challenges early  -gives a clear understanding of the architecture -serves as a reference doc during the project While you write and review, make sure your work follows these guidelines. I know writing detailed docs doesn’t come naturally when you’re focused on problem solving. But it’s an essential skill you have to learn to level up. just follow a simple procedure, practice and you’ll get the hang of it. – P.S: Check out additional writing tips in the comments below ↓

The Project Status Report That Saves Time (And Your Sanity) Ever spent more time writing a project status report than actually managing the project? Yeah, me too. Until I found the 15/5 Rule—a simple approach that changed how I communicate project updates. ✅ 15 Minutes to Write ✅ 5 Minutes to Read That’s it. No fluff, no endless paragraphs—just clear, actionable updates that stakeholders actually read. Here’s How It Works: 1️⃣ Start with the Big Picture → What’s the project’s current status? (On track, at risk, or off track?) 2️⃣ Highlight Key Updates → What changed since the last update? What’s completed, in progress, or delayed? 3️⃣ Call Out the Risks → What’s keeping you up at night? What needs attention before it becomes a bigger issue? 4️⃣ List Next Steps → What’s happening next, and who needs to take action? Why It Works: 🔹 Respects everyone’s time—concise, to the point, and actionable. 🔹 Builds trust—stakeholders don’t feel lost in unnecessary details. 🔹 Keeps YOU focused—no more over-explaining, just leading. A well-structured status report shouldn’t feel like another project in itself. Try the 15/5 approach. Your future self (and your stakeholders) will thank you. Do you have a go-to structure for project reporting? Drop it in the comments! 👇 🔔 Follow Craig for an exploration of project management and more. ♻️ Repost to help others.

I've now done 4 "State of" reports at Navattic. Below is our report process: Step 1. Ask employees for common customer questions or objections We usually do this during an offsite so we can discuss the questions live Step 2. Vote on or organize the most frequent questions Step 3. Compile internal data to answer those questions Ex: Objection may be how interactive demos compare to videos. We then find the average CTR for our top-performing demos and compare that to video CTR. Step 4. Manually review the data set for qualitative insights Every year I actually go through the top 1% of interactive demos. That is how we get data around use cases, website placement, etc. While manual, this step is important because it makes writing much easier. I have a better understanding when I've seen examples instead of just raw data. Step 5. Create the charts In previous years we did this in Figma but this year we (and by we I mean Andrew Nowacki I can't design/code) added chart elements into our CMS. Step 6. Write the report This is actually the easiest part if you've done steps 4 and 5. Really this is just me summarizing what I learned from the manual review and the charts. Step 7. Internal feedback Run it by each department lead to check there isn't any important data missing and they align on the overall narrative of the report. Step 8. Early access Every year we give our advisors and select customers early access. This way we can get some feedback before our big live launch on our website. Step 9. Public launch I work with our advisors and partners to help get the word out. I create an enablement doc of some of the top themes from the report, but always encourage people to write about what stood out to them. Hope that helps if you're trying to create your own "State of" report

𝗪𝗵𝘆 𝗠𝗼𝘀𝘁 𝗣𝗿𝗼𝗷𝗲𝗰𝘁 𝗦𝘁𝗮𝘁𝘂𝘀 𝗥𝗲𝗽𝗼𝗿𝘁𝘀 𝗔𝗿𝗲 𝗨𝘀𝗲𝗹𝗲𝘀𝘀-->𝗔𝗻𝗱 𝗛𝗼𝘄 𝘁𝗼 𝗙𝗶𝘅 𝗧𝗵𝗲𝗺 Let’s be honest... most project status reports 𝗱𝗼𝗻’𝘁 𝗮𝗰𝘁𝘂𝗮𝗹𝗹𝘆 𝗵𝗲𝗹𝗽 𝗮𝗻𝘆𝗼𝗻𝗲. They’re either too vague, too detailed, or filled with fluff that 𝗱𝗼𝗲𝘀𝗻’𝘁 𝗱𝗿𝗶𝘃𝗲 𝗱𝗲𝗰𝗶𝘀𝗶𝗼𝗻𝘀. Here’s why they fail -->and how to fix them: 1️⃣ 𝗧𝗼𝗼 𝗠𝘂𝗰𝗵 𝗡𝗼𝗶𝘀𝗲, 𝗡𝗼𝘁 𝗘𝗻𝗼𝘂𝗴𝗵 𝗜𝗻𝘀𝗶𝗴𝗵𝘁 Nobody wants to read a wall of text or 15-slide decks. Executives need clarity, not clutter. Keep it focused on what actually matters. ✅ Fix it: 𝗦𝘁𝗶𝗰𝗸 𝘁𝗼 𝗸𝗲𝘆 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀,,, 𝗪𝗵𝗲𝗿𝗲 𝗮𝗿𝗲 𝘄𝗲? 𝗪𝗵𝗮𝘁’𝘀 𝗮𝘁 𝗿𝗶𝘀𝗸? 𝗪𝗵𝗮𝘁 𝗱𝗲𝗰𝗶𝘀𝗶𝗼𝗻𝘀 𝗮𝗿𝗲 𝗻𝗲𝗲𝗱𝗲𝗱? 2️⃣ 𝗚𝗿𝗲𝗲𝗻, 𝗚𝗿𝗲𝗲𝗻, 𝗚𝗿𝗲𝗲𝗻…𝗧𝗵𝗲𝗻 𝗦𝘂𝗱𝗱𝗲𝗻𝗹𝘆 𝗥𝗲𝗱 If every report shows smooth sailing until the moment things fall apart, 𝗶𝘁’𝘀 𝘂𝘀𝗲𝗹𝗲𝘀𝘀. Status reports shouldn’t be a false sense of security. ✅ Fix it: 𝗕𝗲 𝗿𝗲𝗮𝗹 𝗮𝗯𝗼𝘂𝘁 𝗿𝗶𝘀𝗸𝘀 𝗲𝗮𝗿𝗹𝘆. 𝗬𝗲𝗹𝗹𝗼𝘄 𝗶𝘀𝗻’𝘁 𝗮 𝗯𝗮𝗱 𝘁𝗵𝗶𝗻𝗴... 𝗶𝘁’𝘀 𝗮 𝘄𝗮𝗿𝗻𝗶𝗻𝗴 𝘁𝗼 𝗮𝗰𝘁 𝗯𝗲𝗳𝗼𝗿𝗲 𝗿𝗲𝗱 𝗵𝗮𝗽𝗽𝗲𝗻𝘀. 𝗘𝗺𝗯𝗿𝗮𝗰𝗲 𝘁𝗵𝗲 𝗥𝗲𝗱, 𝗖𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲 𝘁𝗵𝗲 𝗚𝗿𝗲𝗲𝗻!!  3️⃣ 𝗡𝗼 𝗖𝗹𝗲𝗮𝗿 𝗖𝗮𝗹𝗹 𝘁𝗼 𝗔𝗰𝘁𝗶𝗼𝗻 A good status report should tell leadership what they need to do -->𝗻𝗼𝘄. If your report is just information without action, it’s a wasted effort. ✅ Fix it: 𝗘𝗻𝗱 𝘄𝗶𝘁𝗵 𝗰𝗹𝗲𝗮𝗿 𝗮𝘀𝗸𝘀. 𝗪𝗵𝗮𝘁 𝗱𝗲𝗰𝗶𝘀𝗶𝗼𝗻𝘀 𝗻𝗲𝗲𝗱 𝘁𝗼 𝗯𝗲 𝗺𝗮𝗱𝗲... 𝗳𝗿𝗼𝗺 𝗪𝗛𝗢? 𝗪𝗵𝗮𝘁 𝘀𝘂𝗽𝗽𝗼𝗿𝘁 𝗶𝘀 𝗿𝗲𝗾𝘂𝗶𝗿𝗲𝗱... 𝗳𝗿𝗼𝗺 𝗪𝗛𝗢? 𝗪𝗵𝗲𝗿𝗲 𝗶𝘀 𝗹𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽 𝗻𝗲𝗲𝗱𝗲𝗱? 4️⃣ 𝗙𝗼𝗰𝘂𝘀𝗶𝗻𝗴 𝗼𝗻 𝗔𝗰𝘁𝗶𝘃𝗶𝘁𝘆, 𝗡𝗼𝘁 𝗜𝗺𝗽𝗮𝗰𝘁 Don't report on how many meetings were held or # of emails sent. What matters is: Are we on track? Are we delivering value? ✅ Fix it: 𝗦𝗵𝗶𝗳𝘁 𝗳𝗿𝗼𝗺 𝘁𝗿𝗮𝗰𝗸𝗶𝗻𝗴 𝗲𝗳𝗳𝗼𝗿𝘁 𝘁𝗼 𝘁𝗿𝗮𝗰𝗸𝗶𝗻𝗴 𝗶𝗺𝗽𝗮𝗰𝘁. 𝗦𝗵𝗼𝘄 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗼𝘂𝘁𝗰𝗼𝗺𝗲𝘀, 𝗻𝗼𝘁 𝗷𝘂𝘀𝘁 𝗽𝗿𝗼𝗷𝗲𝗰𝘁 𝘂𝗽𝗱𝗮𝘁𝗲𝘀. 5️⃣𝗜𝗴𝗻𝗼𝗿𝗶𝗻𝗴 𝘁𝗵𝗲 𝗘𝘅𝗽𝗲𝗰𝘁𝗲𝗱 𝗩𝗮𝗹𝘂𝗲 A project can be on time and on budget...but if it’s not delivering the expected business value, does it even matter? ✅ Fix it: 𝗧𝗿𝗮𝗰𝗸 𝘄𝗵𝗲𝘁𝗵𝗲𝗿 𝘁𝗵𝗲 𝗽𝗿𝗼𝗷𝗲𝗰𝘁 𝗶𝘀 𝗱𝗲𝗹𝗶𝘃𝗲𝗿𝗶𝗻𝗴 (𝗼𝗿 𝘄𝗶𝗹𝗹 𝗱𝗲𝗹𝗶𝘃𝗲𝗿) 𝘁𝗵𝗲 𝘃𝗮𝗹𝘂𝗲 𝗶𝘁 𝗽𝗿𝗼𝗺𝗶𝘀𝗲𝗱. 𝗜𝗳 𝗶𝘁’𝘀 𝗻𝗼𝘁, 𝗮𝗱𝗷𝘂𝘀𝘁 𝗯𝗲𝗳𝗼𝗿𝗲 𝗶𝘁’𝘀 𝘁𝗼𝗼 𝗹𝗮𝘁𝗲. A good status report is short, sharp, and decision-driven. Here's a template & book that I've used that I can't recommend enough to Project Managers (no matter the project)... keep the status update to 𝗢𝗡𝗘 𝗣𝗔𝗚𝗘! https://lnkd.in/gkQ3WRV2 ❓𝗪𝗵𝗮𝘁 𝘁𝗶𝗽 𝘄𝗼𝘂𝗹𝗱 𝘆𝗼𝘂 𝗹𝗶𝗸𝗲 𝘁𝗼 𝗮𝗱𝗱? 𝗦𝗵𝗮𝗿𝗲 𝗯𝗲𝗹𝗼𝘄 👇 #projectmanagement #changemanagement #programmanagement #pmi #pmp #pmo #strategy #scrummaster #agile #leadership #transformation #projectmanager #leader #impact #delivery #chiefofstaff #ceo #cio #cso #cos #cpo #cfo #delivery #change #influence #oppm

What can keep project status reports from being read?   I'll never forget my first project status report that I presented to 29 people. I was incredibly nervous, despite my fears, I presented it to the large group. I felt relieved after I finished the presentation. It was a huge personal success. But the impact was not what I expected. There were no follow up questions from the team. All I tried was to be: →  Informative →  Structured →  Consistent →  Less overbearing It kept me thinking about what I could do better. Fast forward, I have a different approach today which is more impactful. I focus on what the people reading the report need from it. Here’s what I do before working on the status report. Ask the following questions to my team, stakeholders and sponsors: ·↳ What level of details do you expect in the report? ↳ What are you trying to achieve with this information? ↳ What should be the frequency of the report? ↳ Who is the target audience for the report? ↳ What kind of format does the team prefer? ↳ Is there an existing template that you found impactful? I just DON’T try to be: →  Informative-  I focus on to be relevant for everyone → Structured- I focus to keep it clear and concise →  Consistent- I focus on the standard format of the organization →  Less overbearing- I prioritize on the key metrics Remember, a project status report is NOT just about wins, blockers and action items. It’s a way to communicate how each of us is accountable to the success of the project. It’s about letting the executives know what the project team needs from them and when. PS: How do you make your status report impactful? Do you map stakeholder needs and communication styles when preparing these reports?