Performance Reports

Definition: Performance reports代表工作状态和进度将提供给管理层以获取其信息或做出决定。性能报告可以是电子或物理形式的。

绩效报告有时被称为工作绩效报告。

监视和控制是项目管理的重要组成部分,可帮助您保持项目的步伐。为此,您应该知道该项目的当前和计划进度。

将实际进度与计划进度进行比较有助于确定项目是否按计划进行。如果没有,您可以根据需要采取纠正措施。

绩效报告显示当前状态和进度。这project stakeholdersare interested in these reports, as a glance at performance reports makes them aware of the project’s health.

Performance Reports

绩效报告组织并总结了项目信息,并将其呈现给利益相关者。他们阐明了该项目的发展方向以及预期的未来表现。

绩效报告取决于工作绩效数据和工作绩效信息.

工作绩效数据是项目状态的原始数据。这是项目参数的当前(“截至目前”)状态,例如完成的工作,花费了成本,经过的时间等。

工作绩效数据可帮助您创建工作绩效信息。

工作绩效信息来自工作绩效数据,可以包括进度状态,预测的估计值,等等。

After preparing the work performance information, you will compare the planned performance with the actual performance and prepare a performance report for management’s review. This report can also include a forecasting analysis.

绩效报告显示,利益相关者的项目状况及其对计划中的基线的绩效。

Examples of Performance Reports

Examples of work performance reports include status reports, progress reports, trend reports, earned value reports, forecasting reports, variance reports, etc.

Below is an example of a performance report.

绩效报告

性能报告模板

以下是性能报告的模板。

性能报告模板

绩效报告的重要性

绩效报告是项目经理与项目利益相关者传达项目状态和进度的工具。

这些报告表明利益相关者该项目的进展。它们还可以包括预测分析,例如,如果项目继续以相同的性能继续,则可能需要进行哪些额外资金,资源或计划扩展名来完成项目。新万博登录手机版

Performance reports help management review the status and progress of the project and decide the future course of action.

以下是组织需要绩效报告的关键原因。

  • 监视性能:Businesses can see their performance, and if it is not as planned, they can take corrective action to bring progress on track.
  • 基准测试:企业使用用于竞争目的的基准测试. Here, they compare their performance with the best performer in the industry, find gaps, and improve their performance to gain a competitive advantage.
  • Communication:Performance reports are good communication tools. You can communicate the project performance to your stakeholders.
  • External Reports:许多监管机构和客户都需要更新和其他必要的信息。绩效报告有助于创建这些外部报告。
  • Improve Performance:状态报告可清楚地了解进度,利益相关者可以在正确的时间做出正确的决定,这有助于提高绩效。
  • 透明度:Performance reports provide the correct project status, and stakeholders see what is happening with the project. It provides complete transparency and keeps all stakeholders on the same page.

绩效报告类型

Performance reports can be of the following types:

  1. 状况报告:Status reports provide the current status of the project. The information in this report can include actual cost spent, completed work, and earned value from the completed work. This report can also include issues, risks faced by the project, milestones achieved, or any other incidents.
  2. Progress Report:进度报告提供了有关项目进度的信息。它将实际进度与计划的进度进行比较,并为利益相关者提供实际绩效。该报告可以包括时间表绩效指数,成本绩效指数等。
  3. 趋势报告:趋势报告显示该项目朝哪个方向发展。该报告有助于找到项目的反复出现问题,利益相关者可以看到该项目的进展如何。趋势报告显示了随着时间的推移项目绩效,您可以查看性能是否正在改善或退化。运行图主要用于显示趋势报告。
  4. 方差报告:这se reports show the variance between planned and actual progress monetarily. Examples are schedule variance and cost variance.
  5. 预测报告:该报告显示了预测分析。在这里,如果项目以相同的绩效进展,利益相关者可以看到进度和未来结果。估计完成,完成时估算和完成性能指数是您可以在本报告中包含的一些参数。

How to Create Performance Reports

  1. Identify the Requirements:Find the requirements for your performance reports. You must know what information and data the report should contain. You should know the audience of the performance reports and their expectations.
  2. 收集工作绩效数据:This is the key step. You must collect the status of the project with precise data. The data can include spent funds, complete tasks, the time elapsed, etc.
  3. 创建工作绩效信息:收集世界绩效数据后,创建工作绩效信息。在这里,您可以将计划的进度与实际进度进行比较。
  4. 预测:If required, you can go for a forecasting analysis. The forecast report shows the future performance with the current trend.
  5. 创建一个总结ry:After creating the work performance report, create the executing summary and include the collected and analyzed information briefly so the stakeholders can see the overview of the project performance.
  6. 创建最终报告:绩效报告应以通信管理计划中定义的格式准备。该报告可以是基于文本的,基于表的,图形,这些组合的组合,也可以是摘要。该报告可以包括刻录图表,S曲面, bar charts, histograms, tables,运行图表, ETC。
  7. 评估:这是最后一部分。在这里,您可以讨论偏差并解释未来的性能问题。如果需要,它将帮助您获得额外资金或安排延期的额外资金。

绩效报告的内容

绩效报告的内容包括但不限于:

  • 报告期间完成的一部分工作
  • 这balance work to be completed
  • 报告期内产生的费用
  • 这balance of funds available
  • 这balance of time available
  • 发生或通过的重大风险而没有发生
  • 剩下的主要确定风险
  • 方差分析 (计划差异和成本差异)
  • 性能索引(安排性能指数和成本绩效指数)
  • 完成其余工作所需的预测资金(ETC)
  • 这forecasted time needed to complete the remaining work
  • 在报告期间的重大批准变更请求摘要。

概括

Performance reports have an important role in project management. These reports inform stakeholders of project performance and make decisions at later stages. Performance reports are helpful in getting stakeholders to buy-in, and the project manager can complete the project with minimal obstruction.

从PMP考试准备的角度来看,此主题很重要。请很好地理解它,因为您将在PMP考试中看到此主题的一些问题。