Executive Reporting & Artefact Generation
Document types and when to use them
| Document | Audience | When to generate |
|---|---|---|
| Portfolio Dashboard | CXO / Board | First document to generate — the single at-a-glance view |
| Board Briefing | Board / ExCo | Monthly or quarterly board meeting — 1 page only |
| Steering Committee Pack | Steering committee | Fortnightly/monthly steering — full narrative with analysis |
| Project Status Pack | Project sponsors | Per-project detail for sponsor 1-on-1s |
| Benefits Report | CFO / Value team | When tracking benefit realisation against business case |
| Investment Summary | CFO / Portfolio board | Portfolio rebalancing decisions — which projects to fund/cut |
| Decision Log | Governance / Audit | Running record of portfolio decisions and rationale |
Charts included
All documents embed publication-quality charts automatically:
- •RAG donut — project health distribution
- •Budget vs Spend bars — highlights overspend in red
- •Risk heatmap — severity × category matrix
- •Benefits waterfall — Expected → Realised → At Risk → Adjusted
- •Benefits drift bars — per-project with 15%/30% threshold lines
- •ROI bubble chart — ROI vs Risk, bubble size = budget, colour = Invest/Hold/Divest
- •Portfolio dashboard composite — 2×2 grid combining donut, budget, heatmap, drift
Best practices
- •Always run
/pmo:ingestbefore generating artefacts. - •For the fullest output, ensure both project data AND benefits data are in the ingest folder.
- •If the user asks for "a report" or "a briefing" without specifying type, default to
dashboardfor CXOs orsteeringfor PMO leads. - •Generated files are standard DOCX/PPTX — fully editable in Word/PowerPoint/Google Docs.