Five-day professional program. Approximately 25-30 training hours. Final agenda, language and delivery arrangements are confirmed in the proposal.

Course Overview

Present project status through relevant measures and concise management narratives.

This proposed five-day program develops a structured approach through case analysis, facilitated discussion and practical working documents. Participants adapt the learning to their organizational context and produce a final executive project reporting pack.

Learning Outcomes

Assess reporting purpose and decision requirements.

Evaluate measures, data sources and reporting discipline.

Apply a structured approach to dashboard structure and visual hierarchy.

Develop recommendations for exceptions, forecasts and executive recommendations.

Prepare and present a executive project reporting pack.

Who Should Attend

Project managers, program coordinators, PMO professionals and project sponsors.

Relevant professional experience is recommended. Participant responsibilities and prerequisite knowledge are reviewed during scoping.

Training Methodology

Facilitated discussion, worked examples, anonymized case analysis, practical workshops, peer feedback and an applied final assignment.

Learning assessment may include a baseline discussion, review of working documents and a final presentation. Completion requirements are confirmed in the proposal.

Course Tools and Templates

Reporting purpose and decision requirements working brief – proposed exercise document.

Measures, data sources and reporting discipline working brief – proposed exercise document.

Dashboard structure and visual hierarchy working brief – proposed exercise document.

Exceptions, forecasts and executive recommendations working brief – proposed exercise document.

Executive project reporting pack – proposed exercise document.

Delivery Requirements

Classroom, live online and in-house formats can be arranged by agreement. Venue, platform, language, timetable, trainer and materials are confirmed in writing.

A laptop may be needed for planning and analytical exercises. Required software, access and prerequisite skills are agreed before delivery.

Course Customization

The proposed five-day agenda can be adapted to the participant group, sector and organizational objectives. Dates, fees, delivery suitability and final activities are confirmed in the written proposal.

Course Outline

Proposed sequence, subject to the agreed training proposal.

Day 1 – Reporting purpose and decision requirements

Define the context, assess current practices and identify the key decisions relating to reporting purpose and decision requirements.

Practical output: Reporting purpose and decision requirements working brief

Day 2 – Measures, data sources and reporting discipline

Interpret sample information, compare suitable approaches and document assumptions for measures, data sources and reporting discipline.

Practical output: Measures, data sources and reporting discipline working brief

Day 3 – Dashboard structure and visual hierarchy

Apply structured tools to an anonymized case and develop recommendations for dashboard structure and visual hierarchy.

Practical output: Dashboard structure and visual hierarchy working brief

Day 4 – Exceptions, forecasts and executive recommendations

Review responsibilities, risks and follow-up measures through a practical exercise on exceptions, forecasts and executive recommendations.

Practical output: Exceptions, forecasts and executive recommendations working brief

Day 5 – Project reporting presentation

Integrate the course learning into a practical assignment on project reporting presentation; present recommendations and an implementation roadmap.

Practical output: Executive project reporting pack