(1)
(1)
(2)
(3)
Severity Likelihood | Negligible (1) | Minor (2) | Moderate (3) | Significant (4) | Severe (5) |
Low (1) | Delay in the delivery of office supplies | Natural calamities are damaging the infrastructure. | |||
Medium (2) | Absence of key personnel | Running out of budget | |||
High (3) |
Using the table above, the identified risk can be ranked this way:
Risk | Likelihood | Severity | Result | |
Natural calamities damaging the infrastructure | 1 | 5 | 5 | |
Running out of budget | 2 | 4 | 8 | |
Delay in the delivery of office supplies | 1 | 2 | 2 | |
Absence of key personnel | 2 | 2 | 4 |
As the end of a project, a Project Closure Report signals its culmination. Its submission officially concludes a project and implies that funds and resources will no longer be needed, and everything will go back to its status prior to the implementation of the project.
This process is critical as it will officially tie up all loose ends and prevent confusion among stakeholders.
This particular type of project report summarizes information on the project results, the criteria used to measure the effectiveness of the project delivery process, and the feedback from the stakeholders. Each performance metric includes an assessment and a narration of how the team performed on such metrics.
This performance metric describes how the team utilized the budget in carrying out the project effectively. Under this performance metric, the following aspects are measured:
Budget variance, explanations for key variances.
Describe how the team implemented the project within the expected time frame and schedule.
Schedule variance, the explanations for key variances, change management.
This metric refers to the team’s ability to handle and manage changes throughout the project’s implementation effectively. It is measured through the following:
The impact of the changes, the highlight of changes, quality management.
This particular metric refers to the team’s ability to observe and comply with quality standards during the project’s implementation.
The explanation for resolved defects, risk and issue management.
This metric deals with how risks and matters that occurred during project implementation were handled and resolved by the team. Key points to include are the following:
Human resource management.
This refers to the team’s ability to carry out the project effectively.
This metric looks at how the stakeholders participated in the project.
Communication management.
Under this metric, communication throughout the duration of the project is assessed.
Other points of interest may not have been captured in the Project Status Report and may be included in the Project Closeout Report. Some of these factors include:
Benefits realized, benchmark comparisons, keys to an effective project closure report.
A little bit different from the types of project reports previously mentioned, an Executive Summary is a distinct kind of report which uses different language. It is a high-level report which aims to provide a bigger and deeper understanding of the project—how it will benefit the organization and how it will fit into future business strategies. It is written with a busy executive in mind, someone who has a lot of important things to do and may find reading a lengthy piece of prose a waste of precious time. Factual and objective, this particular type of project report must be able to provide a realistic status of the project, as business executives understand that everything may not go according to the plan.
Some may confuse an executive summary with an abstract but, in reality, they are clearly distinct from one another and serve a different purpose.
An abstract is usually written for academic or scientific papers. It is written with a topic sentence which, generally, gives an overview of what the article is about. It is, then, supported by two or three supporting sentences which support the main idea of the topic sentence.
An executive summary, on the other hand, is composed of different sections discussing almost every significant aspect of an undertaking. It consists of sequentially arranged key points supported by conclusions and recommendations. Check our in-depth article on how to write an effective executive summary .
Here are some of the principles that need to be observed in writing an effective project report;
The report should have a structure, ensure that the report is evidence-based and is supported by data, make it as objective as possible, project report: free download.
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By Kate Eby | January 12, 2020
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Business reports are a key tool in translating complex information into easy-to-understand, visual communication. In this article, you’ll find a roundup of the top business report templates to make use of your data.
Translate your data into business results instantly with any of the nine free, comprehensive business report templates below, including a simple business report template , a sales and marketing plan template , and a KPI business dashboard template , as well as best practices for writing business reports .
This simple business report template provides you with an annual perspective on your company’s finances. Enter monthly data, and gain quarterly and annual insights into the fiscal health of your business. This uniquely customizable business report template comes with two tabs: one with sample, overwritable figures, and one with a blank tab for you to start from scratch. Use this template as a monthly, quarterly, or yearly balance sheet to gain insight on your financial position and see how close you are to reaching your financial objectives.
To learn more about this process and to find additional resources, read “ Free End of Year Report Templates .”
Download Annual Business Report Template
Excel | Smartsheet
Jumpstart your business with this easy-to-use template that doubles as a project plan for new businesses. This customizable business report template requires you to define four primary stages of your proposed business plan — self-assessment, opportunities, potential risk evaluation, and market climate — to ensure that you hit your marks. Use this template to visualize — and specify — the planning process in order to attain your business goals.
To learn more about this process and to find additional resources, read “ Free Strategic Planning Templates .”
Download Business Plan Template
Designed with successful business-related projects in mind, this business report template gives you the ability to factor in all pertinent details associated with a mission-critical project. The easy-to-use sections will help ensure that your project is on track — from an executive summary to a SWOT analysis, as well as any relevant appendices you might need to include.
To learn more about this process and to find additional resources, read “ All about Project Status Reports .”
Download Business Project Report Template
Word | Google Docs
This sales and marketing plan template is designed for companies that want to visualize and implement strategic aims around sales goals and marketing activities. Using this template, stakeholders can quickly review each stage of the plan, determine its feasibility, and work with others to bring it closer to market. This template is organized around columns for sales-related activities and rows for marketing efforts. As a result, each cell in this template intersects between the two and can help you in determining a sound marketing strategy.
To learn more about this process and to find additional resources, read “ The Definitive Guide to Strategic Marketing Planning .”
Download Sales & Marketing Plan Template
This business budget template will help you track your company’s expenses and develop a balanced budget. Simply enter all budget-related details for your current goods and services (your “operating costs”) to immediately see if you’re under or over budget in a particular area. Use this template to gain fast insight into your assets and liabilities, and see how profitable — or close to profitable — your company actually is.
To learn more about this process and to find additional resources, read “ Free Startup Plan, Budget & Cost Templates .”
Download Business Budget Template
A business plan executive summary presents stakeholders with a broad-strokes preview of what is usually included in a more detailed business plan report. In short, it provides them with the essence of your business plan. After reading the summary, readers should understand your business plan’s mission, end goals, and all details in between. This template provides space to include your company’s mission and vision, a description of products and services, value proposition, market analysis, financials, and more.
To learn more about this process and to find additional resources, read ” The Benefits of a Strong Executive Summary .”
Download Business Plan Executive Summary Template
Excel | Word | PDF | Smartsheet
Key performance indicators (KPIs) help you measure effectiveness and determine how close you are to achieving your objectives. This KPI business dashboard template gives you an at-a-glance view of your business’s financials, so that you can gauge the success of your business. This visually rich dashboard template gives you quick and easy insight into your company’s fiscal health with sections for budget, revenue, profit margin, and debt-to-equity ratio.
To learn more about this process and to find additional resources, read “ All About KPI Dashboards .”
Download KPI Business Dashboard Template - Excel
A business case can provide you with an on-the-spot cost benefit analysis (CBA), show you the risks to assess prior to greenlighting a project, and help you understand why to choose a particular strategy. This simple business case template provides sections for project reasons, options, benefits, costs, risks, schedule details, assessments, and your final recommendation. Ultimately, it helps ensure that your business case is strategically sound.
To learn more about this process and to find additional resources, read “ How to Write a Business Case .”
Download Simple Business Case Template - Word
Use this comprehensive financial dashboard template for a visual representation of data and to get the big picture on your company’s financials. If your statistics are lagging, then this financial dashboard template is a dynamic call to action for your team. Gain instant overviews of your company’s finances with this visually rich, reusable template.
To learn more about this process and to find additional resources, read “ Design a Data Dashboard .”
Download Financial Dashboard Template — Excel
Below is a list of some key elements typically included in a business report:
In many cases, your roadmap to a successful business is contingent upon the effectiveness of your business reports.
No two business report types are completely alike, but how do you ensure that you’re optimizing all of these communications in order to maximize results? You may be reporting on your sales growth, presenting a business plan or budget, showing market research, or giving a presentation on quarterly figures. These require different business report template types, but you can apply some general best practices to most business report template types.
Below, you’ll find our list of critical best practices when working with business reports:
If you follow these best practices, you’ll have a captivating business report that stakeholders can easily understand — and inspire them to take action.
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What is a project report, 5 steps to create a project report from scratch, project report objectives, project report components, common project report types, project report use cases, project report examples, opening and viewing reports with microsoft , change data in your report , change the report format , make your report , share your report , choose the right program, train to become a project leader today, how to create a project report: objectives, components, and more.
Managing a project is by no means an easy feat. Many moving parts can make it complicated to stay focused on the tasks and keep stakeholders up to date on the project status. This is why project reports are a useful tool for project managers .
These project reports can be used to provide direction for team members, offer status updates for partners or management teams, and successfully manage risk mitigation – to name just a few!
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Let’s take a closer look at how to create a project report including its many objectives, components, and examples of project reports.
A project report is a comprehensive document that provides detailed information about a specific project. It typically outlines the project's objectives, scope, methodology, progress, findings, and outcomes. A project report often includes details about the project's goals, activities, timelines, resources used, challenges faced, and the results achieved. It serves as a formal record of the project's lifecycle, serving both as a documentation of the work done and as a communication tool to convey the project's status and outcomes to stakeholders, sponsors, or interested parties. Project reports are commonly used in various fields such as business, engineering, research, and academia to assess the effectiveness and success of a project.
Creating project reports is an integral part of evaluating project success. Documenting the lessons learned and sharing them with a larger team in an organized way can help with future projects. You can use different tools to put together your project report. Here are 7 basic steps involved in creating a project report -
Sit down, evaluate your objectives, and understand what you want to describe, explain, recommend, and prove with your report. Having set goals will not only help you proceed with your project report but also help readers understand your point of view.
Your audience plays an essential role in making your project report a success. A formal annual report differs from a financial report: the language, representation of data, and analysis changes per your target audience .
The chances of you having a solid report is when data supports it. Data plays an essential role in making people believe in your derivations. Also, support your claims by citing sources such as case studies, surveys, interviews, etc.
A project report is further divided into certain sections. These 4 are the most common divisions of a project report:
Once your project report is ready, read it multiple times with some time gap. You can ask your co-workers to review it.
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Every project report starts with a solid project report objective. Your objective should provide precise direction for the rest of the report. Consider what purpose you want your project report to serve. Are you describing new risks or explaining project delays? Or will your report focus on persuading management teams or stockholders to invest additional funds into the project?
A thorough understanding of your objective will help guide you in writing the report and make the purpose of the report clear to all stakeholders.
Here are a few examples of project report objectives:
Your project report will be bursting with essential information about your project. Although the content of your report will differ depending on the type of report you’re creating, keeping your report organized will make it easy for the reader to follow along without missing any critical points. Organize your data and content into sections that allow all stakeholders to quickly reference.
Consider including some of the following project report components:
The first section of your report will likely include an executive summary. The brief overview should provide all the essential takeaways from the report, allowing the reader to understand the report's contents without having to read through all of the project details.
This component includes real metrics that track your project’s progress. It offers an overview of the project's status and budget while identifying risks or issues that may have emerged. Helping project management and other stakeholders reflect on the project schedule and make amendments as needed.
What risks have developed that may affect the quality, timeline, or budget of your project? How will you control these emerging elements? It’s inevitable that all projects will face risks, so it’s how you intend to manage those risks that’s important to the project team and stakeholders. Include a detailed analysis of the risk, your proposed solutions, and how these new elements will affect the project as a whole.
Are your financials where they need to be for the current status of your project? Will more capital be required to reach your goals effectively? Provide a detailed overview of the allocation of your budget including materials, labor, and operating costs.
Reflect on your project goals. Is the project behind, ahead, or on schedule? How will any changes to your timelines affect your budget or resources? Include an overview of tasks that have already been completed and a comprehensive schedule of remaining tasks.
Resources may include materials, machinery, or even funding required to complete your project. Provide a detailed summary of your current resource allocation. What are detrimental resources for your project running low? Are there any excess amounts?
Is your team completing tasks efficiently? Are there any skill or knowledge gaps that need to be addressed? Compare your team’s performance to your initial goals to identify the group’s progress.
A project report is a simple and detailed description of the essence of the project and its aims and aspirations. The business management team and stakeholders are kept updated on every development regarding the project; based on that, they prepare their strategy. This vital information keeps the communication line open between the management team and the stakeholders, providing them with a complete picture of every action concerning the project.
A project report includes the necessary recommendations for all types of businesses, established and start-ups. Moreover, organizations use project reports to procure financial help from institutions. Project reports can be of various types that help everyone complete a project successfully. Based on the report, your team can take up any activity that benefits the project.
It talks about the progress going on with a project. It also states various significant activities associated with the project. This status report organizes the communication medium between the team and the stakeholders. It summarizes the finished tasks on the project at hand. It includes the budgetary details and the timeline of the project. It also helps identify the risks related to the project and measures to tackle them beforehand. The status report also keeps track of the events or actions or any activity taken in the past. Status reports are carried out weekly, daily, monthly, or quarterly. They help collect and distribute information about crucial activities in a project in a smooth manner.
While executing a project, a progress report is inevitably carried out to update everything about the project. It usually includes things like if the project baseline is fulfilled. It indicates the initial plan you prepared along with your stakeholders about a project regarding the expectations, schedules, cost, deliverables , and scope of it. A progress report informs your stakeholders how much progress has been made in the above directions.
You should prepare this status report in a specific manner by stating the project title, contact information, a summary of the status, and providing all the information about the budget, timeline, and expected completion date of the project. You can take the help of several such free templates available online to make the status report.
This type of report explains the risks associated with the project in a documented form. It covers details about risks that are managed already and the emerging ones. It includes the overall risk profile of the project. Risk reports identify and state potential risks that could alter the duration of the project and tips to manage them.
An executive report is a summary of the business plan of an organization for lending partners. It enables the team members to collect and combine the results of numerous research studies to help them decide on the project. It is the starting point of arranging a dialogue with the investors. It should be written in such a way that it creates the best impression in the minds of the lenders. It should be short and precise and comprehensively analyze the project.
This kind of report helps organizations know if a particular project is possible or not. It will show you how much the project will benefit your organization against the investment. It will help you decide if a project is worth taking on for your organization and how much business profit it will get you at the end of the day. Alternatively, it will also help your organization better utilize its resources while progressing with the project. You can monitor your project expenses and spending to manage your funds better.
This report highlights the distribution of resources according to the project tasks. The team members and the investors get the necessary information by reading this report on how well the resources are distributed in the project. It will give detailed narration about which team is assigned to which task according to the date wise. This type of report is beneficial for an organization to know if there is over allocation of resources as this could harm the project. Overall allocation happens when there are insufficient resources to complete all the crucial activities of the project.
This report helps you compare your overall project plan with the project's end result. It uses metrics to inform you if your project is running according to the timeline, ahead of time, or running late. Moreover, it will streamline the data based on the comparisons you have made on the project. With the availability of various project management tools , preparing this kind of report has become easier now. It cuts down your hard work by creating the project activity report and conveying it to the stakeholders.
This report will examine the project's current status in the context of schedule, cost, and labor and, subsequently, compare the targeted status. It discovers and examines the gap between these two aspects and prepares a strategy or action plan on how to do the needful to reach the targeted objectives. Every business, whether a budding one or an established one, will need this kind of gap analysis report to perform better in terms of projects. This report will tell you how to take the successful step to graduate to the next level of your business. This will tell you whether you are fulfilling your business objectives and using your resources carefully.
There are several common use cases for project reports in project management. These include:
A project status report is used regularly throughout a project to communicate the project’s progress in conjunction with the original project plan. The status report of a project provides all stakeholders with updates on the project’s development and performance. Your status report may cover issues or risks that have emerged and include your amended project plan.
A project tracking report offers real numbers, metrics, and other key indicators that measure the project’s overarching progress. This comprehensive report covers all aspects of the project, including project status, tasks, project team performance, and how much of the project has been completed.
Performance reports provide an overview of the project’s progress, a breakdown of resource allocation, and costs to date. Your performance report will help monitor the project’s current direction and forecast how well it will perform.
A health report offers an analysis of any problem areas or risks within your project. Completing a project health report can help identify any potential issues before they occur, saving you time, money, and resources.
A project summary report provides a quick snapshot of the project’s status. Along with tasks completed and a summary of financials, the brief report should include any key highlights or milestones and a glance at upcoming scheduled tasks.
Project time tracking reports help the team and all stakeholders better understand the time allocation for each task. It’s a useful tool for project managers to gauge their teams' efficiency and identify what areas need improvement.
Not sure where to start with your next project report? Consulting the right project report example can help you gain the direction you need.
Click here for a status report example.
Using Project, one can easily create new reports or customize them for various types of project data without relying on any other application or software. MS Project offers dozens that you can use right away. You can also customize any report’s content and look or build a new one from scratch.
For instance, if you have to open the Project Overview report, navigate Report > Dashboards > Project Overview.
Reports Dashboard Option
Reports are customizable. So, you choose the data that MS Project will show in any part of a report. Follow the steps below to change the data in your report:
For instance, take the previous Project Overview report as an example. You can change the % Complete chart and display critical subtasks rather than top-level summary tasks using the below-mentioned steps:
Changes in the % Complete Chart
Using Project, you can go from monotonous black-white to vivid effects and colors. With the Split view, you will be able to view the real-time report changes while you make the changes. To change the report format, take the following steps:
Report Tools Options
Table Styles
Suppose you plan to change the % Complete chart in the Project Overview report. Click anywhere in the chart and tap on the Chart Tools Design.
% Complete Chart
Chart Styles in Chart Tools Design
Color Options for Chart
The above-stated changes will be reflected as follows.
% Complete Chart on Making the Changes
Take the following steps to create a new report.
Types of New Report Styles
Copy Report Option
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A project report summarizes a project's key aspects, including its goals, timeline, budget, progress, and outcomes. It provides project managers with critical information to monitor and evaluate the project's performance, identify potential risks and challenges, and communicate progress to stakeholders.
A project report format is completely customizable depending on the project requirements and your choices. However, it should focus on the specific objectives of the project, its methodology, major findings, and progress.
Preparing a project report is simple. Click Report > New Report and choose from the four options. Now, give a suitable name to the report and start adding information.
A project report is a document providing detail on the project’s overall status or specific aspects of its performance. Irrespective of the report type, it contains project data based on economic, financial, technical, managerial or production aspects. For example, a Cost Overview report tells the current cost status of the project. It also reveals planned costs, remaining costs, cumulative costs, actual costs, and percentage of completion to help understand if the project is within budget.
Writing a complete project report entails a proper start and closure, including
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Need help writing your business plan? Explore over 550 industry-specific business plan examples for inspiration.
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Before you start exploring our library of business plan examples, it's worth taking the time to understand the traditional business plan format . You'll find that the business plan samples in this library and most investor-approved business plans will include the following sections:
The executive summary is an overview of your business and your plans. It comes first in your business plan and is ideally only one to two pages. You should also plan to write this section last after you've written your full business plan.
Your executive summary should include a summary of the problem you are solving, a description of your product or service, an overview of your target market, a brief description of your team, a summary of your financials, and your funding requirements (if you are raising money).
The products & services chapter of your business plan is where the real meat of your plan lives. It includes information about the problem that you're solving, your solution, and any traction that proves that it truly meets the need you identified.
This is your chance to explain why you're in business and that people care about what you offer. It needs to go beyond a simple product or service description and get to the heart of why your business works and benefits your customers.
Conducting a market analysis ensures that you fully understand the market that you're entering and who you'll be selling to. This section is where you will showcase all of the information about your potential customers. You'll cover your target market as well as information about the growth of your market and your industry. Focus on outlining why the market you're entering is viable and creating a realistic persona for your ideal customer base.
Part of defining your opportunity is determining what your competitive advantage may be. To do this effectively you need to get to know your competitors just as well as your target customers. Every business will have competition, if you don't then you're either in a very young industry or there's a good reason no one is pursuing this specific venture.
To succeed, you want to be sure you know who your competitors are, how they operate, necessary financial benchmarks, and how your business will be positioned. Start by identifying who your competitors are or will be during your market research. Then leverage competitive analysis tools like the competitive matrix and positioning map to solidify where your business stands in relation to the competition.
The marketing and sales plan section of your business plan details how you plan to reach your target market segments. You'll address how you plan on selling to those target markets, what your pricing plan is, and what types of activities and partnerships you need to make your business a success.
The operations section in our business plan examples covers the day-to-day workflows for your business to deliver your product or service. What's included here fully depends on the type of business. Typically you can expect to add details on your business location, sourcing and fulfillment, use of technology, and any partnerships or agreements that are in place.
The milestones section is where you lay out strategic milestones to reach your business goals.
A good milestone clearly lays out the parameters of the task at hand and sets expectations for its execution. You'll want to include a description of the task, a proposed due date, who is responsible, and eventually a budget that's attached. You don't need extensive project planning in this section, just key milestones that you want to hit and when you plan to hit them.
You should also discuss key metrics, which are the numbers you will track to determine your success. Some common data points worth tracking include conversion rates, customer acquisition costs, profit, etc.
Use this section of your business plan to describe your current team and who you need to hire. If you intend to pursue funding, you'll need to highlight the relevant experience of your team members. Basically, this is where you prove that this is the right team to successfully start and grow the business. You will also need to provide a quick overview of your legal structure and history if you're already up and running.
Your financial plan should include a sales and revenue forecast, profit and loss statement, cash flow statement, and a balance sheet. You may not have established financials of any kind at this stage. Not to worry, rather than getting all of the details ironed out, focus on making projections and strategic forecasts for your business. You can always update your financial statements as you begin operations and start bringing in actual accounting data.
Now, if you intend to pitch to investors or submit a loan application, you'll also need a "use of funds" report in this business plan section. This outlines how you intend to leverage any funding for your business and how much you're looking to acquire. Like the rest of your financials, this can always be updated later on.
The appendix isn't a required element of your business plan. However, it is a useful place to add any charts, tables, definitions, legal notes, or other critical information that supports your business plan. These are often lengthier or out-of-place information that simply didn't work naturally into the structure of your plan. You'll notice that in these business plan examples, the appendix mainly includes extended financial statements.
While all business plans cover similar categories, the style and function fully depend on how you intend to use your plan. To get the most out of your business plan, it's best to find a format that suits your needs. Here are a few common business plan types worth considering.
The tried-and-true traditional business plan is a formal document meant to be used for external purposes. Typically this is the type of plan you'll need when applying for funding or pitching to investors. It can also be used when training or hiring employees, working with vendors, or in any other situation where the full details of your business must be understood by another individual.
The business model canvas is a one-page template designed to demystify the business planning process. It removes the need for a traditional, copy-heavy business plan, in favor of a single-page outline that can help you and outside parties better explore your business idea.
The structure ditches a linear format in favor of a cell-based template. It encourages you to build connections between every element of your business. It's faster to write out and update, and much easier for you, your team, and anyone else to visualize your business operations.
The true middle ground between the business model canvas and a traditional business plan is the one-page business plan . This format is a simplified version of the traditional plan that focuses on the core aspects of your business.
By starting with a one-page plan , you give yourself a minimal document to build from. You'll typically stick with bullet points and single sentences making it much easier to elaborate or expand sections into a longer-form business plan.
Growth planning is more than a specific type of business plan. It's a methodology. It takes the simplicity and styling of the one-page business plan and turns it into a process for you to continuously plan, forecast, review, and refine based on your performance.
It holds all of the benefits of the single-page plan, including the potential to complete it in as little as 27 minutes . However, it's even easier to convert into a more detailed business plan thanks to how heavily it's tied to your financials. The overall goal of growth planning isn't to just produce documents that you use once and shelve. Instead, the growth planning process helps you build a healthier company that thrives in times of growth and remains stable through times of crisis.
It's faster, keeps your plan concise, and ensures that your business plan is always up-to-date.
Ready to start writing your own business plan but aren't sure where to start? Download our free business plan template that's been updated for 2024.
This simple, modern, investor-approved business plan sample is designed to make planning easy. It's a proven format that has helped over 1 million businesses write business plans for bank loans, funding pitches, business expansion, and even business sales. It includes additional instructions for how to write each section and is formatted to be SBA-lender approved. All you need to do is fill in the blanks.
How do you know what elements need to be included in your business plan, especially if you've never written one before? Looking at business plan examples can help you visualize what a full, traditional plan looks like, so you know what you're aiming for before you get started. Here's how to get the most out of a business plan sample.
You don't need to find an example of a business plan that's an exact fit for your business. Your business location, target market, and even your particular product or service may not match up exactly with the business plans in our gallery. But, you don't need an exact match for it to be helpful. Instead, look for a business plan sample that's related to the type of business you're starting.
For example, if you want to start a vegetarian restaurant, a plan for a steakhouse can be a great match. While the specifics of your actual startup will differ, the elements you'd want to include in your restaurant's business plan are likely to be very similar.
Every startup and small business is unique, so you'll want to avoid copying an example of a business plan word for word. It just won't be as helpful, since each business is unique. You want your business plan to be a useful tool for starting a business —and getting funding if you need it.
One of the key benefits of writing a business plan is simply going through the process. When you sit down to write, you'll naturally think through important pieces, like your startup costs, your target market , and any market analysis or research you'll need to do to be successful.
You'll also look at where you stand among your competition (and everyone has competition), and lay out your goals and the milestones you'll need to meet. Looking at an example of a business plan's financials section can be helpful because you can see what should be included, but take them with a grain of salt. Don't assume that financial projections for a sample company will fit your own small business.
If you're looking for more resources to help you get started, our business planning guide is a good place to start. You can also download our free business plan template .
Think about business planning as something you do often , rather than a document you create once and never look at again. If you take the time to write a plan that really fits your own company, it will be a better, more useful tool to grow your business. It should also make it easier to share your vision and strategy so everyone on your team is on the same page.
Keep in mind that businesses that use their business plan as a management tool to help run their business grow 30 percent faster than those businesses that don't. For that to be true for your company, you'll think of a part of your business planning process as tracking your actual results against your financial forecast on a regular basis.
If things are going well, your business plan will help you think about how you can re-invest in your business. If you find that you're not meeting goals, you might need to adjust your budgets or your sales forecast. Either way, tracking your progress compared to your plan can help you adjust quickly when you identify challenges and opportunities—it's one of the most powerful things you can do to grow your business.
If you're planning to pitch your business to investors or seek out any funding, you'll need a pitch deck to accompany your business plan. A pitch deck is designed to inform people about your business. You want your pitch deck to be short and easy to follow, so it's best to keep your presentation under 20 slides.
Your pitch deck and pitch presentation are likely some of the first things that an investor will see to learn more about your company. So, you need to be informative and pique their interest. Luckily we have a round-up of real-world pitch deck examples used by successful startups that you can review and reference as you build your pitch.
For more resources, check out our full Business Pitch Guide .
Now that you know how to use an example of a business plan to help you write a plan for your business, it's time to find the right one.
Use the search bar below to get started and find the right business plan example for your business idea.
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A business plan is a document that contains the operational and financial plan of a business, and details how its objectives will be achieved. It serves as a road map for the business and can be used when pitching investors or financial institutions for debt or equity financing .
A business plan should follow a standard format and contain all the important business plan elements. Typically, it should present whatever information an investor or financial institution expects to see before providing financing to a business.
A business plan should be structured in a way that it contains all the important information that investors are looking for. Here are the main sections of a business plan:
The title page captures the legal information of the business, which includes the registered business name, physical address, phone number, email address, date, and the company logo.
The executive summary is the most important section because it is the first section that investors and bankers see when they open the business plan. It provides a summary of the entire business plan. It should be written last to ensure that you don’t leave any details out. It must be short and to the point, and it should capture the reader’s attention. The executive summary should not exceed two pages.
The industry overview section provides information about the specific industry that the business operates in. Some of the information provided in this section includes major competitors, industry trends, and estimated revenues. It also shows the company’s position in the industry and how it will compete in the market against other major players.
The market analysis section details the target market for the company’s product offerings. This section confirms that the company understands the market and that it has already analyzed the existing market to determine that there is adequate demand to support its proposed business model.
Market analysis includes information about the target market’s demographics , geographical location, consumer behavior, and market needs. The company can present numbers and sources to give an overview of the target market size.
A business can choose to consolidate the market analysis and competition analysis into one section or present them as two separate sections.
The sales and marketing plan details how the company plans to sell its products to the target market. It attempts to present the business’s unique selling proposition and the channels it will use to sell its goods and services. It details the company’s advertising and promotion activities, pricing strategy, sales and distribution methods, and after-sales support.
The management plan provides an outline of the company’s legal structure, its management team, and internal and external human resource requirements. It should list the number of employees that will be needed and the remuneration to be paid to each of the employees.
Any external professionals, such as lawyers, valuers, architects, and consultants, that the company will need should also be included. If the company intends to use the business plan to source funding from investors, it should list the members of the executive team, as well as the members of the advisory board.
The operating plan provides an overview of the company’s physical requirements, such as office space, machinery, labor, supplies, and inventory . For a business that requires custom warehouses and specialized equipment, the operating plan will be more detailed, as compared to, say, a home-based consulting business. If the business plan is for a manufacturing company, it will include information on raw material requirements and the supply chain.
The financial plan is an important section that will often determine whether the business will obtain required financing from financial institutions, investors, or venture capitalists. It should demonstrate that the proposed business is viable and will return enough revenues to be able to meet its financial obligations. Some of the information contained in the financial plan includes a projected income statement , balance sheet, and cash flow.
The appendices and exhibits part is the last section of a business plan. It includes any additional information that banks and investors may be interested in or that adds credibility to the business. Some of the information that may be included in the appendices section includes office/building plans, detailed market research , products/services offering information, marketing brochures, and credit histories of the promoters.
Here is a basic template that any business can use when developing its business plan:
Section 1: Executive Summary
Section 2: Industry Overview
Section 3: Market Analysis and Competition
Section 4: Sales and Marketing Plan
Section 5: Management Plan
Section 6: Operating Plan
Section 7: Financial Plan
Section 8: Appendices and Exhibits
Thank you for reading CFI’s guide to Business Plans. To keep learning and advancing your career, the following CFI resources will be helpful:
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Blog Marketing 50+ Essential Business Report Examples with Templates
Written by: Sara McGuire May 29, 2023
Reports may not be the most exciting communication format. But they’re important.
To make smart decisions about budgeting, marketing strategies, product development and growth strategies, you can’t rely on gut feeling alone.
And if you’re trying to sway stakeholders, creating a report with a simple, elegant design and creative data visualizations is guaranteed to impress.
This guide will deliver the most essential business report templates you can edit with Venngage, plus design tips and best practices.
Top business report templates (click to jump ahead):
A business report is a document that delivers important information about a company’s performance, financial health, a particular project, or other aspects that influence its decision-making process.
Business reports come in various formats, such as PowerPoint presentations and online dashboards, offering more than just traditional files and spreadsheets.
They are crucial for organizations as they provide vital details that guide decision-making for business owners and managers.
They act as GPS, highlighting essential aspects like customer satisfaction, operational efficiency, and financial figures. Business reports serve different audiences and purposes, delivering information in a clear and engaging format for both internal and external stakeholders.
Want a quick rundown of some of the business report templates in this blog? Check out this video tutorial:
An annual report is an all-encompassing document that allows you to reflect on your company’s past year, including:
A lot of that sounds pretty dry, doesn’t it?
There’s actually a lot to be excited about in that list. You’re talking about how your company has grown, your wins (and maybe a few losses), and what’s on the horizon for the coming year.
You can bring that story to life in your annual report design and we have business report samples to inspire you.
This annual business report example uses a variety of charts and unique sections like “program highlights” to tell the agency’s story:
Think about how you can represent your company visually:
The below annual report design uses an energizing orange and yellow color scheme and cute icons. The format is highly visual and modern. All this reflects a dynamic company that’s optimistic about the future.
This company annual report template uses a mountain motif to reflect the company’s ambitious goals. Take a look at how the different sections of the report (“Strategy”, “Finance” and “Performance”) are color-coded to make the report easier to scan:
In the business report example below, the sleek, modern design with bold color accents reflects design trends in the games industry, which would appeal to stakeholders.
The same design ideas can be applied to an annual report presentation.
Take this annual report presentation for a coffee shop company. The whole design reflects the coziness of a coffee shop, from the softly filtered photos to the old-fashioned font:
A few annual report best practices:
Related : Our blog post with 55+ annual report templates , plus design tips and best practices.
Communication is central in any project. Consultants, agencies and freelancers especially want to be as transparent as possible. That is why a project status report template is one of the business report examples we are sharing in the article.
A project status report is crucial for communicating updates on what you’ve accomplished and what’s still pending. It also helps you flag any issues, either current or on the horizon. This helps build trust with the client.
The project status report template below communicates key information in an easy-to-understand format.
The above template lets you alert the client if the project is:
You can add bullet points on the second page to quickly flag key issues that are impacting project success.
Related : Our post on how to write a project management plan .
Avoid ad-hoc emails or meetings. Use a simple project status report template to present your latest work and keep everyone on the same page, without endless back and forth.
The project status report below would work well for weekly updates.
This progress report template lets you quickly provide an overview to busy stakeholders, who’ll be able to spot key project issues and progress at a glance.
Big updates might require consultants to communicate the status of a project in person. The below presentation template uses charts and data visualization to get your key points across immediately.
Clients or other stakeholders can see what’s been accomplished and when, while the last slide leaves room for what’s still pending.
A few project status report best practices:
Related : Our post with 30+ project plan examples plus design tips.
Budget reports are like the GPS for your business finances, guiding you with a clear picture of where you are compared to where you planned to be. They show the actual expenses and revenues alongside your budgeted numbers, highlighting any detours or opportunities for savings. These reports are crucial because they help you make smart decisions, ensure you use resources wisely and pivot on strategy when needed.
A budget report typically breaks down:
A full budget report is a bit too dense to pass around a room during a meeting.
But, a visually engaging presentation or one-page summary, like the business report example below, is perfect for keeping your team and stakeholders up to speed.
You can provide an overview of the last period’s spending by category, and highlight the amount you saved or exceeded the budget by.
For example, take a look at this summary budget report slide that uses a thematic background image to make it more engaging:
A quick summary page is also the perfect opportunity to creatively visualize data.
While tables are certainly efficient for comparing amounts spent, you could also use a more unusual visual like a bubble chart. This is because unique visuals make memorable business report examples.
A forecast is an essential business report that shows where a business is headed financially. It’s not a plan for the future, but rather its current short-term direction.
Use this forecast template to project your businesses’ revenue, and take appropriate action.
A few budget report best practices:
If you aren’t tracking your sales on a weekly, monthly, quarterly and yearly basis, it’s time to start.
Creating a sales report for different time periods can help you identify trends, as well as an opportunity for growth. Regularly reporting on your sales can also help your team stay focused on your goals.
A sales report typically covers any of the following data:
Consider making sales reporting a segment of your weekly team meetings. You may want to provide a quick update for company-wide meetings and a more in-depth report for sales and marketing team meetings.
Here’s an example of what a quick weekly sales report could look like:
The slide simply covers the total sales for the week and compares them to previous weeks to highlight growth.
While this sales report presentation digs deeper into KPIs (key performance indicators) and conversions :
For a monthly, quarterly or yearly sales report, you will probably want to go more in-depth into your metrics as you plan for upcoming periods.
That said, you don’t want to produce a 62-page text-heavy document no one will read. Surprise your client or boss with a fresh new way of doing things that are engaging and concise. You’ll differentiate yourself as an innovator.
For example, the following monthly sales report template uses a variety of charts and tables to keep the data fresh:
The below sales report template will help you visualize key sales metrics using pie charts, bar graphs and tables. The weighted text and icons help organize information in an easily digestible way.
Making your sales report easily accessible will help build your reputation as someone who’s transparent and trustworthy.
A few sales report best practices:
Related : 5 ways to host a more successful sales demo by using images.
If you’re a SaaS or e-commerce business, I don’t have to tell you how important digital marketing is. It’s the thing that can make or break many small businesses.
In order to scale and grow your business , it’s important to make informed, deliberate digital marketing decisions.
That means always looking for ways to improve your search rankings, grow your social media engagement, and optimize your ad campaigns.
A ‘ digital marketing report ‘ is a pretty broad term for a report that could be an overview of all your digital marketing channels or one particular channel.
A digital marketing report that covers all your main marketing channels could include any (or all) of the following data:
For example, take a look at this digital marketing report template that dedicates one page to each channel. Note how the company’s branding has also been incorporated into the design by using the brand’s colors and visuals that reflect the computer theme:
In a digital marketing report that focuses on one specific marketing channel, you will probably want to go more in-depth into each metric.
For example, in a social media report, you should cover:
The below social media report visualizes some of these key metrics.
As a consultant, you may be gifted in social media marketing but totally flummoxed by all things design. Look better than you are by using the above template. It’ll help you present your findings in a way that’s effective and professional, while still managing to be playful and engaging.
If you’re concerned about organizing information by channel, here’s an example of a social media marketing report presentation that uses colored columns to make it easy to scan for a specific channel’s metrics:
A few digital marketing report best practices:
Related : Our post on what is a marketing plan and how to write and design one for maximum effectiveness.
Get the attention of marketers with a competitor analysis report. The best reports show exactly what a company must face off (and beat) to be successful.
A competitor analysis report usually has the following sections:
The following competitor analysis template neatly organizes these categories into compact sections and highlights important stats. Stakeholders can quickly compare them with their own company’s numbers and get an immediate sense of how they measure up.
Using a pre-designed competitor analysis template is also a great idea for consultants who want to set themselves apart from big consulting firms or boutiques. Visualizing data is a way to set yourself apart as numbers-focused, unique and innovative, as in this business report example.
A few competitor analysis report best practices:
Related : Our post on how to create a competitor analysis report (with templates).
One of the business report examples on our list is the business case study. Though not a report exactly, a case study analyzes a particular aspect of a company or a situation it faced. A consultant may need to write one as part of a corporate training program they’re developing.
Case studies usually focus on one of these situations:
What makes case studies unique is how they tell a story. They include background information on the company, a protagonist or key players, the situation and outcomes.
The below case study template has plenty of space for this narrative while using icons and numbers to highlight key details.
Make sure to include a conclusion that contains your key findings. Why did the protagonist make the decisions she made? What were the outcomes? What can we learn from this? Circle back to the key question the case study raises and answer it.
Business case studies are usually teaching tools to show how real companies approached a particular scenario or problem. The case study usually reflects a business theory and demonstrates its real-life application.
For example, the following business case study template shows how a crafts retailer uses earned media to drive engagement-heavy traffic.
This is another version of the above case study. Notice the changes in branding in this business report example that sets it apart from the previous template.
Case studies are a powerful form of marketing as they show a potential customer how existing customers are already using your product or service to meet their goals.
For example, this social media marketing case study illustrates how Toy Crates used content marketing to radically increase their sales:
A few case study best practices:
Related : Our post on how to write and design a case study .
Setting goals for your business might seem easy in theory… but setting ambitious yet realistic goals can actually be quite challenging.
At Venngage, we follow these 5 steps to set our goals:
For a more in-depth look at this process read our growth strategy guide .
For example, if you’re a SaaS company, your high-level goals would probably be a specific number for revenue, a number of daily active users or employee count, like in the business report template below:
Once you’ve identified your high-level goals, the next step is to identify your OKRs (Objective Key Results), the metrics that impact your goals. Generally, you will probably want to break down your OKRs by channel.
So, if one of your goals is to hit a certain number of daily active users, your OKRs could be organized by:
Once you’ve identified your OKRs, you can come up with experiments to run that will impact those OKRs.
At Venngage, we use a weekly sprint to plan, execute and analyze our growth experiments. But I know other companies that use longer sprints, like two-week or month-long sprints.
Before you run an experiment, you should validate that it’s an experiment worth running. You can do that by identifying which goal it impacts, what resources the experiment will require, and how much effort you anticipate it will take to run the experiment.
This is the exact marketing sprint validator template that our marketing team uses when we schedule growth experiments:
After you’ve run a growth experiment, it’s extremely important to track your results.
At the end of every sprint, take a good chunk of time to analyze your experiments to see what learnings you can take from them. Then, classify an experiment as a “Winner” or “Loser” based on whether or not the results lined up with your hypothesis.
You can use your results from the sprint that just ended to inform your experiments in the upcoming print.
Here’s an example of a sprint release and results template that you could use. Note how each experiment is owned by a team member to foster accountability for the process and results:
A few growth strategy report best practices:
Even after you’ve launched your business, it’s a good idea to do regular market research. You can use your research to plan and refine your marketing strategies, to identify new prospective customers and product plan.
Market research generally involves gathering information about the needs, problems and wants of your customers. This research can help you come up with your customer personas and specific problems you want to solve with your product or service.
You can conduct market research in two ways:
For example, many consultants struggle to get buy-in from various stakeholders. The boss may be constantly changing the scope of the project based on a whim, such as the latest article he’s scoured from the internet! Employees may be set in their ways and resistant to incorporate consultants into their workflow.
One way to get clients on board and build trust is to provide stats and research that support your recommendations.
Here’s a market research business report example that lays out the industry landscape and gives clear guidance on the way forward, all backed up by facts.
This cheerful, icon-heavy market research report should help energize reluctant stakeholders. Packaging new (and sometimes daunting) information in fresh ways can help break through resistance.
You may also want to look at competitor statistics and industry trends. This template includes a competitor case study, including website analytics, and a SWOT analysis :
When it comes to creating your market research report, you may want to do an in-depth overview of all of your market research. Or you may want to focus on one area of your research, such as your survey results.
This survey report template helps visualize your findings; the pictogram and chart make the findings easy to understand.
The one-slide market research report identifies the demographics of the survey participants. The report categorizes participants by their jobs, locations, and the topics that they find most engaging. Note how each persona is visualized using an icon:
This business report example highlights how you can give your team and stakeholders a quick overview of your main market and what topics they’re interested in.
One of the purposes of a market research report is to present any conclusions that you came to after analyzing the data.
These could be conclusions about who your target customers are, areas where you can expand your business, and customer needs that aren’t currently being met. The below business report example visualizes this data and also provides space to draw your own conclusions.
Here’s an example of a market research report template that emphasizes key findings in the larger text before providing supporting data:
A few market research report best practices:
White papers are great tools to educate and persuade stakeholders. Consultants can also use them to improve their reputation vis-a-vis big consulting firms and boutique firms or use them as lead magnets in Facebook ads etc.
As always, a polished design is much more likely to engage senior leaders or potential clients.
A business report template or consulting report template is the fastest way to produce something that’s both attractive and easy to understand.
The below consulting report example has a full page dedicated to visuals. It’s the perfect way to break up the text and let it breathe. It also reinforces the information.
Browse our library of thousands of professional images and stock photos to elevate your design or upload your own.
Our editor makes it simple to adapt any of our business and consulting report templates to your needs. Change the text, fonts, photos, icons, colors, anything you want.
The next business report template is perfect for marketers and marketing consultants. It has an inviting and fun (but still professional) cover page that quickly communicates the content marketing process using icons.
Venngage has an extensive library of thousands of custom, modern and diverse icons you can swap into the above consulting report example. For instance, you could add the Twitter or Facebook logo or a “thumbs up” icon.
Then, click on the template’s chart or graph (pages four and five) to add your own data.
Struggling with organizing information in your reports? It’s important for consultants and marketers to find a way to communicate key takeaways, and not overwhelm your reader with data.
The below consulting report template uses filled text boxes and icons on the third page to highlight top findings.
Different-colored headers also help create a hierarchy of information and add more variety to the design.
A few white paper best practices:
Related : Our blog post with 20+ white paper examples for even more templates and design tips.
A project plan is the best way to keep a project on track.
But, showcasing the steps towards completing a project and showing how each step is actionable and measurable can be tough.
This is especially difficult if you’re a consultant and you don’t have company templates to rely on.
The below project plan template is a simple way to visualize what needs to happen, and when.
The above highly organized project plan template uses bar graphs, icons and color-coding to present information in an accessible way. Once you enter the editor, click on the bar graph to customize the schedule.
The project timeline below also uses icons and color-coding to organize information, though in a slightly different way.
Projects suffer when there’s confusion about deadlines and what’s required at each step. This timeline from a business report sample makes it crystal clear what tasks belong to what step and how long each step should take.
A timeline is a perfect way for your team or client to refer back to the project schedule without having to read through tons of text.
You can also revise your timeline as the project progresses to reflect changes in the schedule.
The below consulting report template has a more traditional format for a project plan. Still, like the timelines, this business report sample relies heavily on visuals to create an easily scannable and understandable project overview.
Scope creep is the enemy of any project’s success (and the bane of many consultant’s existence). That’s why it’s so important to define the project from the very beginning. The consulting report template above has a section to do just that.
Of course, projects change and evolve. The project report below will help you raise any issues as soon as they happen and present solutions. That way, stakeholders can make a decision before the project schedule is seriously derailed.
Check out our blog post with 15+ project plan templates for even more examples and design tips.
A few project plan best practices:
Related : Our post on the four phases of the project life cycle .
A business proposal is a document that presents your product or service as the solution to a client’s problem. The goal of a business proposal is to persuade a prospective client to buy your product or service. These proposals can be either solicited or unsolicited.
The contents of a business proposal report will vary depending on the problem.
A few business report examples and design tips:
Create an engaging title page for your business proposal. Think of it as the cover of a book or a movie poster. This will be your prospective client’s first impression of your business.
Use a design that tells a story about your company’s mission and the people you serve. For example, the cover for this business proposal template shows a happy team working together:
Meanwhile, this simple business proposal example uses icons to illustrate what the company does. The motif is carried throughout the rest of the proposal design:
Businesses are made up of people, and people are emotionally charged. When identifying the problem, use imagery to highlight the frustration, confusion, or dissatisfaction behind the problem. This will show empathy towards the people you’re proposing your solution to.
This business report sample page from a business proposal contrasts one image to illustrate the “problem” with a more cheerful image for the “solution”:
This marketing business proposal uses a variety of visuals like icons, bold typography and photos to tell a story:
Related : Our post on consulting proposal templates or our guide to creating a business proposal .
Creating a business report can seem daunting, especially if you’ve never done it before. don’t let the word “business” intimidate you – these steps can be used for writing a report in any field!
Know the purpose of your report. Are you aiming to share the results of a project? Analyze performance? Recommend specific actions? Whatever the goal, keep it in mind as you go through the process. Also, consider the scope of your report. Decide what information you’ll be including, as well as what you can leave out.
Example: Let’s say your boss wants a report on your team’s sales performance during the last quarter. Your purpose might be to analyze the numbers and identify trends, areas for improvement, or opportunities for growth.
Now that you know what you’re aiming for, it’s time to gather the information you’ll need. This might involve pulling data from internal systems, interviewing colleagues, or even conducting your research. Remember, the quality of your report depends on the accuracy and relevance of the information you provide, so double-check your sources and make sure you’ve got everything you need.
Example: For our sales performance report, you’ll need to collect data on product sales, individual and team performance, and any factors that may have influenced sales during the quarter.
Next up is organizing all that information into a logical and easy-to-follow structure. This will depend on the specific requirements of your report, but some common components are an introduction, executive summary, main body, conclusion, and recommendations. A clear and logical structure helps readers easily understand and follow your report.
Example: In a sales performance report, you might start with an executive summary highlighting sales growth (or declines), outline individual team member’s performance, and then delve into a more detailed analysis of factors and trends.
When writing your report, start by developing a clear and concise writing style, avoiding jargon and buzzwords. Keep your audience in mind – make sure your report is easily digestible for your intended readers.
Example: When writing about sales performance, share facts and figures in simple terms that everyone can understand. Instead of saying, “Our sales team demonstrated a 12.3% compound annual growth rate,” say, “Our sales team increased their sales by 12.3% each year.”
To make your report more engaging and easier to understand, consider adding visual aids like graphs, charts, or images. These can help break up large blocks of text and highlight key findings or trends.
Example: For your sales performance report, you might create a bar chart showing sales growth over time or a pie chart displaying individual team members’ contributions.
Last but not least, review your report. Does it achieve the purpose you set at the beginning? Are there any gaps in the information? Are there areas that could be clearer or more concise? Address any issues you find and refine your report until it meets your goals and is easy to understand for your target audience.
Example: In your sales performance report, if you find that you haven’t adequately explored the impact of a new product launch on sales, go back and add that analysis to provide a more comprehensive view.
Different types of business reports cater to various purposes, including monitoring performance, making decisions, and more, offering a range of options beyond standard reports.
The primary purpose of informational reports is, well, to inform. These reports provide all the nitty-gritty details of specific aspects of your business without any conclusions or opinions.
Examples include daily sales reports, inventory levels, or even project updates. This is the essential “just the facts, ma’am” type of report you need to stay in the loop.
Analytical reports give you a more in-depth look at the data to help you make decisions. These reports come with all the bells and whistles – charts, graphs, and recommendations based on thorough analysis. Analytical reports are what you whip out when you need to decide whether to invest in a new project, evaluate your marketing efforts, or diagnose challenges within the company. The goal of such a report is to help you make smarter decisions for the growth and development of your business.
If you’re a little short on time and need a quick overview of your business’s performance, summary reports are your best bet. These reports condense the crucial details from other reports at regular intervals (monthly, quarterly, or annually) and present them in a digestible format.
As the name suggests, these in-depth reports dig into specific topics or issues relevant to your business. Research reports are great when exploring new markets, considering new product development, or requiring a detailed evaluation of business practices. These reports act as guides for making major decisions that could significantly impact your company’s direction and success.
Let’s say you’ve got a fantastic project idea underway. You’ll need to keep track of every stage of it to ensure it’s smooth sailing ahead. Enter progress reports. They track the achievements, setbacks, and future plans of ongoing projects. These are essential for keeping everyone – from employees to investors – in the loop.
1. what are the best practices for creating a business report.
You could open up Google doc, record your metrics and make a few points of analysis, send it to your team and call it a day. But is that the most effective way to report on your findings?
Many people may not even read those types of reports. Not to mention, a plain old report probably won’t impress stakeholders.
It’s important to brand yourself (and stand out from your competition). And then there’s the ever-important need to create buy-in from stakeholders and convince them of your recommendations.
That’s why it pays to make your reports as engaging as possible. That means visualizing data , processes , and concepts to make them easier to understand and more fun to look at, as you’ve seen from the business report examples in this post.
You can do that easily by getting started with a business report template or consulting report template .
There are two big reasons why it’s a good idea to create a highly visual business report:
For example, the below business report template shows four different ways you can visualize information. It’s much more captivating and easily digested than a block of text.
And don’t worry about how time-consuming designing a report might be. If you start with a solid business report template, you can repurpose that template over and over again.
Use the template as a framework, then customize your information and design to fit your specific needs. Then, use a chart tool to convert cumbersome data into clear visuals.
Just like in the above business report sample, you’ll have a succinct, powerful (and polished) report that stakeholders can understand at a glance.
Incorporate your branding into the design
Part of building a strong brand is using consistent branding across all of your content, both internal and public-facing. You can incorporate your branding into your business report design by importing your logo and using your brand colors and fonts.
Our My Brand Kit feature automatically imports company logos and fonts from any website. You can then apply them to your design with one click.
Stick to only one topic per page or slide
When creating a report, it’s easy to try and cram a bunch of text onto one page. But then you run the risk of creating an impenetrable wall of text.
Instead, focus on only one topic per page or slide. If you find that even that makes your page look too cramped, then try breaking up your information into two pages or looking for ways to better summarize your information .
Put functionality first
When you’re designing a business report, you should look for opportunities to visualize data and creatively present information. That being said, the primary goal of your business report should still be to communicate information clearly.
Use design elements such as icons or fonts in different sizes, weights and colors to highlight, emphasize and categorize information, not obscure it. If a page you’re working on looks cluttered or confusing, take another stab at it.
Remember that functionality comes first, and that includes using the right visuals for your information.
You can make a business report online using a number of tools. As we have mentioned, a great business report is visually appealing, includes icons, images, clear fonts, easy-to-understand charts and graphs, as well as being branded.
Venngage is the one-stop design solution when it comes to creating reports. The business report examples in this article highlight how easy it is to design a variety of reports for every type of organization and activity. Make design simple by using Venngage.
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Starting a new business project is a combination of risk and reward. Starting a new venture is always risky, but once a blueprint is laid out and a clear plan is set, then the project can attain steady progress. Once the project is completed, a general report needs to be created and submitted to management for the project to be reviewed.
To help you create a new business project report, we have provided some project report examples you can use as a guide. We also listed down some tips in writing a new business project report.
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It is not a rare occurrence for businesses to start a new project. Whether it is a small enterprise or a large corporation, a new project is always is in the sights of these companies. The main reason why businesses start a new project is for expansion purposes. Business organizations who rely on profit for sustainability eventually need to expand so that they can increase their revenues. You may also see investigation report samples and examples.
Even a company cannot simply rely on producing and selling products in one location. Competitors are always threats and they can easily create similar products that do not only have similar functions but might function better than the ones currently existing in the market. You may also like business report examples.
Another reason why businesses start a new project is to venture into other products or a new industry. Although this is similar to expanding, venturing into a new industry acts as a 90-degree shift for companies due to difficulties entering into a new venture.
Take for example a computer software manufacturer planning to open a restaurant or a toy and souvenir seller venturing into the healthcare business. Venturing into a new business is like starting from scratch, financial and human resources ( human resource plan , investment agreement , loan agreement , etc.) still need to be gathered and extensive research ( business plan , business proposal , marketing plan , etc.) also needs to be conducted.
The subsequent section will further discuss the types of business projects. Some of the projects may be applicable and can be implemented in your own business.
1. administrative.
An administrative project involves the company investing in projects that relate to administrative functions. These types of functions mostly involve secretarial duties and responsibilities (i.e., create reports or minutes of meetings, represent the company in business events and gatherings, be the first line of interaction with clients and other stakeholders, etc.). You may also see status report examples.
Mostly, administrative projects are focused on purchasing or developing new office equipment. Among the office equipment that needs to be purchased include computers, landline phones, printers, scanners, security systems, network cables, and Wi-Fi/modem routers, to name a few. You may also like academic report examples.
Construction meanwhile involves the company investing in building projects. If administrative projects are more focused on purchasing, then construction projects center on construction. These types of projects mostly involve the construction of an office space or office building. Construction can also pertain to constructing office equipment from scratch. You may also check out consulting report examples.
Construction projects are lengthy projects, thus creating a business project report for a construction project requires multiple project reports to track the progress of the said project.
A new product development pertains to the company investing in developing a new product that will eventually be sold to the market (and possibly to a new market segment).
Product development is a common function utilized by companies as they aim to expand operations. In some companies, they have a research and development (R&D) department that takes charge of developing a new product or service. The R&D department reports directly to the CEO or top management. You may also see research report examples.
Examples for new product projects include a restaurant adding a new dish in their menu, a car manufacturer creating a new variant for an existing automobile model, or a video game developer releasing a new game. Similar to a construction project, a new product project also requires multiple project reports as the amount of time needed to develop a new product is lengthy. You may also like examples of a short report .
An event or relocation is a business project that pertains to the company investing heavily in an event or relocation activity.
The event pertains to an activity that the company organizes. It can either be a business event (seminar, workshop, conference, forum) or a community event (outreach program, donation activity, environmental clean-up). The company can organize the event by itself or with another company or public institution (government, academe). You may also check out technical report examples.
Relocation meanwhile involves the company or business organization investing in a full or partial relocation in another office or office building. A relocation project is similar to a construction project where an office building needs to be constructed in which employees will be relocated to the office building. You might be interested in marketing report examples.
Not all business projects are tangible, just like research projects. You may ask yourself why companies invest in research projects when they can research on their own. This is because some companies are understaffed and want to create a study for their business operations, so what they do instead is hire a third party to create the research project. You may also see management report examples.
Additionally, some companies do not have the qualified personnel to research since some processes or terminologies can be only be accomplished and understood by qualified researchers.
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Listed below are some tips in creating a new business project report. Take note that the tips listed below are important when you will be creating a project report. This is to avoid confusion while also providing clarity to the reader or recipient to the project report, specifically to top management and stakeholders.
The first step in creating a new business project report is to specify the project. The report cannot be created if there is no clarity to the project that will be worked on. The project can range from administrative, construction, equipment or system installation, new product development, and research (as mentioned in the previous section). You may also see recruitment report examples.
Specifying the project also needs to be identified as the company might be working on other projects as well. This is true for companies who are always pursuing expansion projects and have ample financial resources at the same time.
Additionally, there are project reports that cannot be completed in a single report, especially for construction projects. Construction projects require numerous progress reports due to the period needed to complete these projects. A simple office construction can even last one month, how much more for an entire office building. You may also like sample activity reports .
After specifying the project, the next step should be listing down the people involved in the project. Depending on the project, the people involved should be the individuals working on the said project. If there are individuals who are not directly involved in the project but act in an observatory function, they should be included in the business project report as well. You may also check out sales report examples.
If the project requires more than a hundred or even a thousand individuals, then it is not necessary to include all of their names in the project report . The report should not only be limited to the names of the individuals involved. Their duties, responsibilities, or tasks in the project should also be included as well. This provides a reference for top management and to stakeholders, in case they have concerns regarding the progress of the project.
The timeline is another essential component of a new business project report. Listing down a timeline is important not only for a project that is still in progress but also for a project that has already been accomplished. If the project is already completed, then the complete timeline of when the project began until when the project was accomplished should be listed in the project report. You might be interested in quality report examples.
A timeline for a project report should be listed in detail. If the analysis of the timeline can be included in the project report, then it can be very beneficial for the report’s readers. If the project requires numerous reports and the timeline is spread out across the different reports, then it is suggested that a timeline summary of the previous reports should be included in each formal report . A compilation of all the timelines should be included in the last report if the project is completed.
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1. nintendo.
If you thought the massive Japan-based gaming company Nintendo began with Mario, think again. Nintendo was already in the gaming industry when it began operations, but it all started with creating and selling playing cards . Nintendo shifted its core business to video gaming in the 1970s, and eventually released the Super Mario and Donkey Kong games and the Nintendo Entertainment and the Super Nintendo Entertainment System gaming consoles in the 1980s. After that, the rest is history.
Apple began as a computer company that introduced the Apple I and eventually the Macintosh (Mac) to the world. That was in the 1980s. Fast forward three decades later, the iPhone was introduced which put Apple in the map as the biggest smartphone manufacturer in the world. Apple still produces the Mac, by the way, and is also one of the world’s highest-selling laptops. You may also see how to write a short report .
Korean electronics company LG is not the company that you know today when it began in the 1940s. LG began selling hygiene and cosmetics. LG is one of the few companies that made a 90-degree shift in terms of products and services and is more profitable now after they completely changed their entire product line. You may also like English report writing examples for students.
Did you know that when Thomas Edison invented the light bulb in 1982, he also founded the energy company General Electric (GE)? GE then proceeded to manufacture and sell the light bulb as well as Edison’s other inventions to the world. GE eventually shifted to aircraft engines, hybrid locomotives, HD CT scanners, ultrasound devices, and chemical sensors. You may also check out narrative report examples.
Nokia was at its peak during the late 1990s and early 2000s. But before the Finnish-based company became the undisputed mobile phone manufacturer during that time, it sold paper and rubber.
The company then changed its product line after a merger of its umbrella companies in the 1960s. Nokia is now jointly owned by Taiwanese firm Foxconn Technology and another Finnish company HMD Global after its failed acquisition by Microsoft in the late 2000s. You might be interested in medical report examples.
Formerly called Minnesota Mining and Manufacturing Company, 3M is one of the world’s leading producers of scotch tape, duct tape, post-it notes, and cleaning products. 3M began in 1902 after five men in Minnesota, USA, invested in a mining venture. When they discovered that the minerals they mined were not marketable enough, they started making and selling sandpaper and scotch tape. You may also see incident report letter examples.
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We hope you found this article to be informative as you will be creating a project report for your new business project.
1. what is a project report for new business.
A project report for new business is a report that contains information relating to the venture of a new proposed business. It lays out a road map and discusses the finances, challenging risks, and other forewarning issues of the business.
Following are the components of a business project report:
Follow these tips to design an effective project report for new business:
The significance of a project report is as follows:
Following are some of the different types of project reports:
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Making similar documents or structures over and over again is exhausting. It would be nice if there was a pre-created document you could come back to every time. Well, thanks to project report templates , document-making or other related menial tasks have now become easier. With it, you can just edit some minor details, and then you’re good to go. You can incorporate these samples for funding/ investment completion, retail store stocks, IT company manufacturing, monthly income projection, bank loan payments, project status timelines, entrepreneur project manager recruitment, or any other business project purpose. No need to start from scratch since it’s already preformatted. Convenient, isn’t it?
Step 1: open a file format, step 2: table of contents page, step 3: company background, step 4: summary of the project, step 5: financial summary, step 6: review, save, and print, entrepreneur project report template for investors.
People involved, free business management project report template.
Why planning is necessary for a business project, general faqs, 1. what is a business project report, 2. what are the main components of a business project report.
4. what makes a good project report, 5. what are the other types of business reports.
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Posted by Sambit Milan Dash | Aug 21, 2024 | Project Management Software , Project Plan Examples , Project Planning Tool , Software Project Planning | 0 |
As a manager, have you been facing issues with your project planning? Often, due to poor project planning processes, managers face obstacles, which results in being unable to meet deadlines and their objectives on time. To resolve this issue, you need to formulate a project plan.
The project plan is an essential roadmap, outlining a project’s scope, objectives, and schedule in detail. By learning from successful project plan examples, you can ensure team alignment and understanding by clarifying tasks, deadlines, and responsible parties. This transparent approach aids in managing dependencies, tracking progress, and maintaining productivity.
A well-crafted project plan delineates objectives, tasks, timelines, resources, and milestones, facilitating on-time and within-budget completion. Therefore, an effective idea is needed for project success, providing direction and cohesion.
In this guide, we’ll discuss creating comprehensive project plans that emphasize team alignment and clarity. Practical insights and detailed project plan examples will highlight key components and best practices, promoting efficiency, accountability, and project success.
Let us learn about the key elements of an effective project plan.
Elements of an effective project plan:.
Before I tell you about some examples of a project plan, let’s understand the elements of an effective project plan. Here, we will discuss its key components that would help you articulate projects and their objectives to manage designated responsibilities. Integrating these elements is vital for proficient project administration and enhancing the likelihood of success.
The vital elements of an effective project plan are:
Now that we have learned about the vital elements of an effective project plan, let us comprehend how to create a project plan along with project plan examples.
These are some pointers to help you draft the ideal project plan.
Clearly defined project goals are crucial for measuring success and maintaining team focus. Employing the SMART criteria—Specific, Measurable, Achievable, Relevant, and Time-bound—provides a structured framework to outline objectives.
This method ensures a clear, actionable plan that drives project success and enhances team alignment. Adopting the SMART approach is essential for any project to achieve its desired outcomes efficiently and effectively.
You must align success criteria with the project’s deliverables and objectives to measure project success effectively. Ensure that these criteria are quantifiable and reflect the intended outcomes, enabling accurate evaluation of the project’s performance and effectiveness in achieving desired results.
To identify project milestones, divide tasks and outcomes, and highlight significant progress points. Consider dependencies for a feasible workflow and identify potential risks by studying project plan examples.
Defining deliverables as measurable results for each project phase ensures clarity and accountability, aiding in successful software project planning and execution.
Your project’s stakeholders include anyone linked to it. To decipher if someone is a stakeholder, see how much they affect or care about the project’s outcome. It could be because they’re directly involved, the project affects them, or their input can influence it.
Examples of stakeholder groups are:
Once you know your stakeholders, you can define what they do. It helps structure your project team, ensuring everyone has the right tasks.
You can use a RACI chart (Responsible, Accountable, Consulted, Informed) to show each stakeholder’s involvement. It makes communication and accountability clear, avoiding overlaps or gaps in responsibilities. You can do this by taking cues from project plan examples.
Creating a schedule and timeline for tasks improves visibility and boosts team productivity. Estimate task durations for reaching project milestones, considering factors like limited resources and task dependencies. Visual tools like Gantt charts and Kanban boards help map out task dependencies and timelines, aiding in identifying potential bottlenecks.
For this purpose, EmpMonitor serves as a valuable project planning tool, offering customizable columns and cards to streamline project workflow. Its user-friendly interface enables easy visualization and management of tasks, contributing to efficient project management, scheduling, and execution.
Let us learn about this tool and how it can benefit managers, and then learn about a few project plan examples.
EmpMonitor is a recognized solution for employee monitoring, deftly navigating the delicate balance between safeguarding privacy and driving productivity. Leveraging cutting-edge intelligence and technology, EmpMonitor elevates business efficiency, refining productivity tracking and facilitating seamless project management. Prioritizing efficiency as the cornerstone of its approach. Using EmpMonitor, you can easily keep track of your ongoing project and monitor employees, who are working on it.
With its suite of top-tier project management features; it would meticulously help you organize and manage your tasks and projects , paving the way for heightened productivity and smoother operations. This comprehensive tool is a beacon for businesses seeking to optimize their workflow and achieve unparalleled performance and success.
Here’s what EmpMonitor offers:
EmpMonitor simplifies time-tracking tasks through automated software, which meticulously records employee activities. Doing so streamlines the process, enhances productivity, and enables effective time management within the organization. This automated system eliminates the requirement of manual input, ensuring precise and reliable data on employee activities.
The software goes beyond mere tracking by actively enhancing employee engagement and productivity. It provides valuable insights into employee efficiency and engagement levels through comprehensive reports. These insights enable managers to identify areas for improvement, implement targeted strategies, and foster a more productive work environment.
Its project management capabilities offer a comprehensive solution for streamlining project planning, task assignments, and real-time collaboration. Ensuring clarity in project objectives, facilitating effective communication, and enabling efficient task allocation, EmpMonitor empowers teams to meet deadlines and effectively manage multiple projects .
EmpMonitor ensures accurate recording of employee attendance and leaves through its cloud-based analytics software. With features- like shift scheduling, check-in/out times tracking, and automated timesheets, it simplifies attendance management and provides real-time visibility into workforce availability.
The software equips managers with customizable project management tools, enabling them to tailor workflows to suit the specific needs of their teams. In addition to centralizing all data, it provides easy access to relevant information to empower managers to make informed decisions. With this project management software, managers can handle tough projects with ease.
Now that we have learned about this software- let us return to our blog.
When estimating a project budget, it’s crucial to consider all essential resources required, such as personnel, labor costs, materials, and necessary equipment. By carefully considering these factors, you can develop a comprehensive budget that covers all aspects of the project’s execution.
This budget serves as a financial roadmap, guiding spending decisions throughout the project lifecycle to prevent overspending and ensure efficient resource allocation. Additionally, a clear budget allows for better financial planning and control, ultimately contributing to project success. Learning from effective project plan examples can help you to do this.
A communication plan outlines how information gets exchanged among stakeholders. For example, a software development project might detail how often the development team shares a beta software version with the client for feedback. This systematic approach ensures consistent updates for the client and specifies communication channels and frequency for all involved parties.
Gather all relevant planning documents while organizing your project. Key documents include stakeholder analysis, feasibility study, business case, and work breakdown structure. Maintaining these reports in one place offers a point of reference throughout the project’s execution. With these eight tips, you can create an effective project plan and achieve the best results within the stipulated deadlines.
Now, let’s explore a few examples of project plans.
A well-crafted project plan is essential for a successful project. But what does a good project plan look like, and how do you create one? Where should you start?
This article will help you create a successful project plan by providing the steps required. Project plans can vary widely in size, format, and components. When it comes to drafting a project plan, there is no particular method. A well-defined project plan articulates the project’s objectives and the strategies to accomplish them effectively. You’ll find a range of project planning templates online, from very simple to highly detailed.
Following are the examples of how to craft an effective project management plan:
The Executive Summary of a Project Charter provides a brief overview of the project’s key elements. It summarizes the project’s purpose, objectives, scope, and stakeholders.
This section of project plan examples offers a snapshot of the project, highlighting its goals, expected outcomes, and strategic importance. It ensures that everyone involved gets a clear understanding of the project’s direction and anticipated benefits right from the start.
This section covers what is detailed in the first step, “Breakdown the Work.” It includes three subsections: Work Breakdown Structure: It includes a detailed outline of the work and sub-work packages and their associated breakdown levels.
This paragraph will cover the rollout strategy if the project calls for distributing an application to state health partners. It includes conducting environmental assessments, creating memorandums of understanding, installing hardware and software, and converting data.
Suppose a development server managed by another organization requires upgrades and has scheduled outages. In that case, this subsection will address how to adjust the project to accommodate these outages and mitigate their impact on the project schedule.
This section of project plan examples focuses on ensuring the project stays on schedule. It includes the results from sections 4 and 5 of this article. One way to manage a schedule would be to set a baseline during the first two weeks and track each week’s progress against it.
The project manager will ensure that the schedule is updated with the most recent data and is never older than three working days. For any executive milestone variances of more than 10%, the project may follow CPIC guidance.
This section of the sample project plan outlines the project’s cost management plan or indicates where it can be found. It provides a comprehensive approach to managing the project’s budget and expenses. It describes the methods used to estimate costs for each task, ensuring accurate budgeting and financial planning.
This part of the project plan examples ensures that all financial aspects are thoroughly considered and managed throughout the project lifecycle, providing a clear reference for cost-related decisions and adjustments.
This section of the sample project plan outlines the project’s quality management approach, as covered in step two of this article. All screens in an information system must meet the agreed quality standards. Quality measures include having no critical defects, consistent screen layouts, and accurate calculations. Project managers can ensure quality by performing inspections, audits, and formal testing.
The project management team should document defects in a tracking system to ensure they are fixed, retested, and closed. The project manager might use a traceability matrix to verify that critical requirements are met.
This section describes the resource management approach discussed in step 5 of this article. It outlines how resources, including personnel, equipment, and materials, will be allocated and managed throughout the project.
This section ensures that the right resources are available at the right time to meet project objectives and includes strategies for resource planning, scheduling, and optimization to ensure the efficient use of all resources involved in the project.
Communication channels and methods are outlined in this section, along with a comprehensive communication plan. It specifies how information should be shared, how often communications will occur, what formats will be utilized, and what is expected of team members to maintain effective communication. This part of project plan examples ensures that all stakeholders are informed and engaged throughout the project lifecycle.
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This section lists all risks identified in any part of the project, primarily focusing on the Risk Log. Typically, project managers keep the risk log separate from the project management plan in a different document. However, the project manager may combine various logs into a single document that includes all the various logs.
This section of project plan examples lists all issues identified in any part of the project, primarily focusing on the issue log. Project managers usually maintain the issue log separately from the project management plan in another document. The project team may also combine the issue log with other logs, such as the risk, assumptions, and constraints log, into a single document.
This section typically includes information about physical and human resources that can be procured. It ensures proper planning and management for acquiring hardware such as computers, development servers, and test servers. It also explains how to utilize project team members from external vendors and may detail strategies for acquiring project staff.
This section of sample project plans includes a list of processes related to compliance that the team working on the project needs to adhere to to comply with business regulations. Additionally, describe the governance bodies that oversee the project or review the product deliverables. This section should also specify the timing of governance-related reviews and audits, with the audit standards and acceptance criteria. Furthermore, it should detail who is authorized to perform audits and how they will be conducted.
Crafting an effective project plan is pivotal for any manager aiming to achieve project success. By integrating the vital elements discussed—such as clear objectives, defined roles, detailed schedules, resource allocation, risk management, and communication strategies—you can ensure a streamlined and efficient project execution.
This structured approach ensures that all aspects of the project are considered and managed effectively, from risk and issue management to communication and compliance. Utilizing a project planning software like EmpMonitor can help tackle the challenges in project management and enhance productivity.
By following the guidelines and the project plan examples provided in this article, you can create a comprehensive project plan that promotes efficiency, accountability, and successful project outcomes. A well-crafted project plan aligns team efforts and increases the likelihood of completing the project on time and within budget.
What is a project plan.
A project plan outlines tasks, timing, and resources to meet goals within scope, often visualized as a Gantt chart. It details deliverables, team roles, milestones, and stakeholder feedback timelines.
All project plans share key components: detailed tasks, visual schedule with timelines and progress, key milestones, dependencies between tasks, and resource assignments indicating responsible individuals or teams.
A good project plan builds consensus, avoids scheduling conflicts, monitors goals and scope, and holds the team accountable. It ensures clear understanding, organizes tasks and keeps objectives and expectations in focus.
Sambit is a content writer who is full of passion for writing and is always ready to weave words into captivating narratives. Armed with an inherent aspiration for storytelling and an ability for crafting engaging articles, he brings a unique and fun perspective to the world of writing.
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Working on a big project can be stressful if you've got no idea of how it’s progressing. It’s easy to keep everyone on the same page and updated. Present the status of your project with a project status report PPT format.
Creating a project status report for PPT may sound difficult and time-consuming. But you don’t have to start from scratch. You can find hundreds of modern and easy-to-edit project status report templates online. I'll share some of the best project status report templates for PowerPoint .
Jump to content in this section:
How to quickly customize a premium project status template, 8 tips for creating a project status report, top 5 project status report design trends, common powerpoint questions answered (faq).
Take a look at some of the best project status report templates for PPT, all available on Envato Elements:
Looking for a professional and creative project status template for PowerPoint? This template will come in handy. The PowerPoint report template offers:
This project progress report PPT also comes with custom icons and image placeholders.
This project status report template for PowerPoint has a modern design. It’s perfect for a project progress report PPT. The PowerPoint report template comes with many different slides to help you include relevant project details. It offers:
Start working with this project status update presentation PPT!
Project Status is a simple project status report for PPT. It comes with:
Designed in widescreen resolution to present a perfect project status report PPT, it also comes with custom icons and image placeholders. Likewise, this project status update template for PPT includes plenty of tables, charts, and other infographic elements. Use them to design a beautiful report.
Choose this project status update template for PPT. It's great if you’re looking for a bold and professional template. You’ll find:
The status report template PPT comes with icons, tables, and charts, plus plenty of infographic elements.
Stand out with this vertical project status PowerPoint template. It includes many different project update slides. You'll find slides for an agenda, yearly Gantt chart, and task timeline. The template includes:
Wondering how to present your project status in PowerPoint? This template comes with modern and minimalist slide designs to make it easy to see the project status. It was designed in standard and widescreen resolutions. With this project update PowerPoint template, you'll get:
This PowerPoint report template has a versatile and modern design. Use the template to create status report updates for any type of project. This vertical template comes with:
Also, these project status presentation slides are suitable for print. Start working with this original project report PPT template!
Try this PowerPoint report template if you're in the retail business. Find versatility in your project report design with this template. It comes with modern and professional designs, and it also includes:
Looking for an animated project update PowerPoint template? This marketing project status PowerPoint template has everything you need. Create a detailed project status report with awesome infographics. The template comes with:
It's perfect for a complete project status report in PowerPoint.
Here’s a modern PowerPoint template for project status reports. The project status report PPT includes:
It also features a stunning design. Still thinking about how to present project progress in PowerPoint? This project status update PPT template is a great way to start.
Looking for a more unique project status report in PPT? This PowerPoint report template comes with:
It's a great tool for project managers looking for work efficiency. This also works as a project update presentation sample.
Create an original project progress presentation PPT with Brila. This project PowerPoint report template has a creative and colorful design and was designed in widescreen resolution. With this download, you'll get:
Download this easy-to-edit project update presentation.
Wondering how to present project status in PowerPoint? This project status template also works as a company profile. It's easy to customize and edit. It comes with:
Add your content to this project status update PPT. Insert your own photos in the image placeholders.
This PowerPoint report template can easily be used for a project status report in PPT. The project status report PowerPoint has a professional design. It includes:
Still wondering how to present a project status in PowerPoint? This template is a great place to start.
Here’s another great project status PowerPoint template. Create a beautiful status update slide with this template, which comes with editable icons. Also, find image placeholders with this project update template PPT. With your download, you'll get:
Looking for a sample project report PPT? Start working with this amazing status update presentation.
This cool and modern PowerPoint template has all you need. Rima has enough project status presentation slides PPT for you to play. Create a stunning project report with this template. It comes with:
The PowerPoint report template also has image placeholders. This is one of the best project status reports in PowerPoint you'll find.
Looking for a project update presentation sample? Here’s another complete project status report PowerPoint template. Use it to create great-looking project reports. The PowerPoint report template comes with:
Wondering how to present a project status in PowerPoint? This template includes charts and infographics to make it happen.
Are you a web designer working for different clients? Learn how to present your project progress in PowerPoint with this awesome template. Here are some of its features:
This modern project status template for PPT also works for any type of presentation. It has everything you need for detailed project reports.
This is a beautiful project status update PPT PowerPoint template. Use it for different project status reports. It comes with:
The status update slide comes with image placeholders. This is a great project status update template for PPT.
Last but not least! Create an amazing project status report PPT with this template. Holi is a simple PowerPoint template with a clean and bold design. It includes:
Design a stunning project status report. This is one of the best project status update templates for PPT.
Found your project status report template for PPT? Now you’ll need to customize it to fit your project details. Take a look at how easy it is. Customize a premium project status report template below.
For this tutorial, I’ll be using Movea: Project Status Report PowerPoint Template. Find it on Envato Elements. This template has a modern and clean design. It comes with 50 editable project status update slides in two color variations.
Let's get started:
To delete unwanted slides, click on the View tab and select Slide Sorter . Then, hold down the Shift key and click on each slide you don’t want to keep. After you've selected all the unnecessary slides, right-click and select Delete slide . Then, switch back to Normal view .
Add your own content. Double-click on any text area and press Control-A or Command-A to select all the text. Then, paste your own content or type it in.
As you’re entering the content, it’s easy to update your fonts at the same time. While the text is highlighted, select a different font from the drop-down menu on the Home tab of the ribbon.
To change the colors, click on the Design tab and select a different color theme. Or right-click on any colored area and select Format shape . Then, click on Fill > Solid Fill and enter your own color code.
The last step is to add your own images or photos. Most PowerPoint project status report templates come with image placeholders. It’s easy to do. Click on an image placeholder icon, choose an image from your computer, and click Insert .
Add the necessary project status update slides to your PowerPoint report template. Here are some tips that can help you work with a project report template:
Gantt charts are an excellent way to illustrate a project schedule in the form of a bar chart. This type of chart is a staple for any project status report.
Even when these details were laid out before the project was started, talk about how your project is solving problems. This helps connect your audience with the problem and solution again.
Project status reports are about breaking down the components of your project, so turn them into digestible pieces. Consider one slide that contains a road map, section breakdown, or project phases.
The road map to achieving a particular goal is important, and so is including your expenses. This expense slide can be a simple list of all the expenses that you've accrued.
On a project status report, include all the milestones that you've reached. Add any future milestones that you plan to reach with your project. This is essential for your audience to know what you've done and what you plan to do.
Be it at the beginning or the end of your presentation, it's a good idea to add a summary slide. This can be where you highlight the essential topic you'll touch on or give a reminder of what you just mentioned. Either way, it can help your audience keep their attention on crucial aspects of your presentation.
A great PowerPoint presentation shares the key points of a specific subject. However, sometimes, project status reports require more information and data. To that end, it's helpful to include links to resources that can help your audience seek more information if they need it. Here's one example of how to do it:
Last but not least, highlight next steps. Knowing the basis of where the project is at is incredibly helpful. However, it's just as (or even more) important to let your audience know what actions you'll be taking to keep the project progressing. Don't forget to highlight the course of action so everyone can be on the same page.
Deliver the most up-to-date designs to your audience in your project status reports. We've collected five of the top design trends in 2024. Use them in your own PowerPoints:
Make the charts more interesting. Use many complementary colors to highlight lines, bars, and tables. Blue, green, and red colors work exceptionally well here.
Make your design seem more interesting and appear to pop out of the slides. Layer your elements on top of each other. This gives a sense of dimension in your slides that looks visually pleasing. Add solid shapes on your slides as this is one standard design that always looks great.
This can really help give a hierarchy to your slide design. This color can be a highlight color that's used for on the various shapes on your slides. Draw attention to a particular section on the slide, and display the most important information on that slide.
For more color combinations that work well together, check out this article:
Get creative with the different types of graphs in project status reports. Use them to highlight specific data for your project in your project status PPT. Pie charts, line graphs, bar charts, timelines, and infographics. All work well in a project status PPT. Only include charts that fit the particular content that you're presenting.
Most types of PowerPoint presentations come with icons in their slides. Create a complete project report PPT using icons as visual aids. They also work for a project progress presentation PPT.
Need even more PowerPoint templates? We'll cover even more premium templates that you can download.
Looking for a different PowerPoint template? Or need more inspiration for your project status report template design? The articles below will be useful:
Microsoft PowerPoint is a complete slideshow application. It's got all the features you could ever want in this type of software. To help you get the most out of PowerPoint for your presentations, we'll cover five frequently asked questions:
Absolutely! Need to print out hard copies of your PowerPoint presentations? You can easily do this within the software. But keep in mind that all your animations and videos won't be shown.
For more information on how you can print your presentations, check out the article below:
All PowerPoint templates are fully customizable, regardless of what template you use. Templates will help you start with a professional design. Customize every aspect of the design to fit your particular presentation.
Learn how to edit your PowerPoints from the article below:
Infographics are a great way to add interest to your presentations, especially in project status reports. They give the viewer something to look at, while providing useful information about your project.
The best way to get started with infographics is with templates. Choose the ones that have them designed and ready to customize. For more templates that feature infographics, check out the article below:
PowerPoint presentations can be quite stale, but there are many different ways that you can spice up your slides. Here are some tips to create a captivating presentation:
Check out this article to find out how you can add interest to your slides:
Virtual meetings are a staple for any business in 2024. Don't miss any detail by recording a presentation on Zoom.
To begin a recording of a PowerPoint presentation, move your cursor over the menu bar in Zoom. To record your PowerPoint in Zoom, click Record .
For a more detailed explanation, follow the tutorial below:
Creating great presentations can be tricky. Ready to learn more about making great PowerPoint presentations ? We've got you covered. Check out the tutorials below:
Are you looking for the best project status report templates? Envato Elements should be your first stop. This marketplace offers thousands of top-quality project status report templates for PowerPoint, as well as thousands of design assets.
Explore PowerPoint Status Report Templates
Browse our collection of the best project status report templates for PowerPoint, and find your next favorite presentation template!
Editorial Note: This post has been updated with contributions from Daniel Strongin , Janila Castañeda and Dacia Egurrola . Daniel is a freelance instructor for Envato Tuts+. Janila is the Associated Editor of the Tuts+ Business channel. Dacia is a staff writer with Envato Tuts+.
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Creating an Effective Project Budget Plan: A Comprehensive Guide
Project managers often find themselves caught in a paradox: the budget is simultaneously the most crucial and the most elusive aspect of project planning . While we’re taught to meticulously craft Gantt charts and risk registers, the art of budget planning often remains shrouded in mystery, relegated to finance departments, or treated as a necessary evil.
But here’s a truth seldom discussed in project management circles, your budget isn’t just a financial document—it’s a strategic roadmap that can make or break your project’s success. Imagine a budget that doesn’t just constrain but empowers—a living document that evolves with your project, anticipates challenges, and unlocks opportunities.
In this guide, we’ll delve deep into the art and science of creating a project budget plan that goes beyond basic arithmetic. We’ll explore how to craft a budget that not only accounts for costs but also aligns with your project’s strategic goals, adapts to changing circumstances, and provides actionable insights throughout the project lifecycle.
Whether you’re managing a traditional waterfall project or navigating the complexities of an agile environment, mastering the nuances of budget planning will elevate your project management skills to new heights.
A project budget is not just a ledger of costs and revenues; it’s a strategic tool that aligns your financial resources with project goals. It guides project execution, facilitates stakeholder communication, measures performance, and manages risks. However, many project managers treat the budget as a static document, failing to adapt it to changing circumstances. A truly effective budget plan should be as agile as the project itself, evolving while maintaining fiscal discipline.
A comprehensive project budget includes direct costs like labor, materials, and subcontractor fees, along with indirect costs such as overhead and compliance fees. Contingency reserves, cash flow projections, and a cost baseline are also essential components. Often overlooked are opportunity costs and value-added metrics, which are increasingly important as projects are expected to deliver strategic value, not just stay within budget.
Building a comprehensive project budget is a critical yet challenging aspect of project management. There are many essential components to include, such as direct and indirect costs, fixed and variable costs, labor and materials, travel, equipment and space, licenses, and any other factors that may impact project expenses.
To create an effective project budget plan, a multifaceted approach is required. Before diving into the numbers, it’s crucial to define the project’s scope and objectives clearly. This involves conducting a value stream mapping exercise, performing a stakeholder value analysis, and implementing a scope-to-budget matrix to ensure alignment between the budget and the project’s strategic goals.
Next, identifying all potential costs is key to creating a comprehensive budget. Utilizing AI-powered cost prediction tools, holding cross-functional cost identification workshops, and developing a cost risk register can help uncover hidden or non-obvious expenses. Accurately estimating resource requirements, through methods like parametric modeling and skills-based resource allocation, is also essential.
Leveraging historical data and lessons learned from past projects can provide a valuable starting point for building the budget. Tapping into the expertise of mentors, project managers, and subject matter experts can also help project teams stay on track and avoid common pitfalls. Proactively managing risks and contingencies is another crucial step. By implementing Monte Carlo simulations, a tiered contingency system, and a risk-adjusted budget, project managers can take a more strategic approach to budget planning and control.
Finally, establishing a dynamic timeline, using techniques like rolling wave planning and milestone-based budget gates, can help maintain budget flexibility and visibility throughout the project lifecycle. Integrating real-time budget tracking and reporting capabilities can further enhance the project team’s ability to monitor and control the budget effectively.
Estimation is where art meets science in project budgeting. Let’s explore some advanced techniques that go beyond traditional approaches.
Top-down budgeting starts with an overall budget figure and breaks it down into components. This approach allows project managers to leverage machine learning algorithms to refine historical comparisons through analogous estimation. Additionally, implementing a strategic allocation model can help distribute the budget based on organizational priorities. To further enhance this method, project managers can develop a cascading budget framework that enables autonomous team-level budgeting within the overall constraints.
In contrast to the top-down approach, bottom-up budgeting builds the budget from individual components. This method utilizes activity-based costing to accurately assign costs to specific project activities. By implementing a collaborative estimation platform, project teams can input and justify their budget needs, ensuring transparency and buy-in. To account for uncertainties in individual cost components, project managers can employ stochastic estimation techniques.
Parametric estimating uses statistical relationships between historical data and variables to generate budget projections. This technique requires project managers to develop custom parametric models tailored to their organization’s unique project characteristics. By implementing machine learning algorithms, these models can be continuously refined and improved to enhance the accuracy of the estimates. To make this process more efficient, project managers can create a parametric estimation dashboard in NimbleWork, a platform that provides quick, data-driven budget projections.
Three-point estimating considers optimistic, pessimistic, and most likely scenarios to provide a more comprehensive budget projection. This approach enhances the traditional PERT (Program Evaluation and Review Technique) estimates by incorporating risk-weighted scenarios. Additionally, by using Monte Carlo simulations, project managers can generate probability distributions for budget outcomes, enabling them to make informed decisions. To ensure the model remains dynamic, project managers should implement a three-point estimation model that updates in real time as project conditions change.
Even the most experienced project managers can fall prey to budget planning pitfalls. By understanding these common mistakes, you can fortify your budgeting process and ensure more accurate, effective financial management.
Scope creep is a silent budget killer, often lurking beneath the surface of seemingly innocuous change requests. The pitfall lies in failing to account for the cumulative impact of minor scope changes. To avoid this, implement a change impact analysis tool that automatically calculates the budgetary effect of each scope modification. Additionally, create a ‘scope bank’ where additions to scope must be balanced by reductions elsewhere.
Many budgets fall short because they focus solely on obvious, direct costs while overlooking less apparent expenses. Ignoring costs like team training, software licenses, or compliance requirements. Develop a comprehensive cost checklist that includes often-forgotten items and utilize AI-powered cost discovery tools to identify potential hidden expenses based on project characteristics.
While historical data is valuable, relying too heavily on past figures can lead to inaccurate estimates, especially in a rapidly changing business environment. Applying outdated cost structures to new projects without considering technological or market changes is a common mistake. Instead, implement a ‘future-proofing factor’ in your estimation process that accounts for anticipated changes. Utilize trend analysis and predictive modeling to adjust historical data for current and future projects.
Generic contingencies often fail to address specific risks. Instead, create a risk-adjusted budget model that links particular risks to corresponding budget items. Developing a risk-adjusted budget model that ties specific risks to budget line items and using probabilistic budgeting can provide a more realistic range of budget scenarios based on potential risk events.
For longer projects, failing to account for inflation, currency fluctuations, or opportunity costs can distort budget accuracy. Creating static budgets that don’t consider these financial changes over time is a significant pitfall. To address this, implement a time-phased budgeting approach that factors in projected financial changes. Utilizing Net Present Value (NPV) calculations for budget items can also account for the time value of money, ensuring a more accurate financial plan.
Creating a budget in isolation from other project processes and stakeholders can lead to misalignment and unrealistic expectations. Developing the budget without input from key team members or stakeholders can lead to confusion and chaos. Using a collaborative budgeting platform where team members can contribute insights and estimates, and implement regular budget review sessions that align financial planning with project strategy and stakeholder expectations are crucial for maintaining budget integrity.
Creating a budget is just the beginning; the real challenge lies in effectively monitoring and controlling it throughout the project lifecycle. Real-time budget tracking, predictive analytics, and rolling wave budgeting are essential tools for maintaining control, replacing the outdated approach of monthly reports.
☑ Real-Time Budget Tracking : Utilize dashboards for instant visibility and set up automated alerts for variances. This proactive approach helps address issues before they escalate.
☑ Predictive Analytics : Anticipate budget issues by analyzing spending patterns and project progress. Predictive models simulate the impact of decisions on the budget, enabling informed choices.
☑ Value-Driven Budgeting : Focus on the value delivered rather than just the cost. Develop a system to track value realization and use metrics to ensure that spending is justified by the value created.
☑ Proactive Budget Reviews : Schedule regular budget health checks to analyze trends and address issues. A budget health scorecard can assess financial performance and control.
Project budget planning has evolved into a crucial strategic element in project management, beyond just cost estimation and tracking. It’s now about crafting a flexible financial framework that aligns with project goals, anticipates risks, and drives value.
The techniques and strategies we’ve covered, from AI-powered cost prediction to value-based budget control, represent the forefront of project financial management. By adopting these methods, project managers can turn budgets from mere constraints into opportunities for success.
To fully harness these advanced budgeting techniques, the right tools are essential. This is where Nimble excels, offering real-time budget dashboards, AI-driven forecasting, integrated time and expense tracking, customizable workflows, and collaborative platforms—all designed to make complex financial data accessible and actionable. Remember, effective budget planning is both an art and a science, and with the right tools and mindset, your project budgets can become powerful assets for achieving success and delivering exceptional value. Sign up for a Free trial of Nimble.
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Project managers often find themselves caught in a paradox: the budget is simultaneously the most crucial and the most elusive aspect of project planning. While we’re
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Afghanistan
With more than 20 years of experience in the country, UNOPS Afghanistan focuses on providing maximum support to the people of Afghanistan through the delivery of projects and services that improve the lives of people in need. The UNOPS Afghanistan Country Office (AFCO) serves as an organizational mechanism to deliver a range of projects for which UNOPS has been designated as the implementation agency. At present, UNOPS AFCO activities cover a range of sectors including humanitarian, basic human needs, cash for work, infrastructure, development, procurement and HR services. The functional objective of UNOPS AFCO is to contribute to improving the lives of girls, boys, men and women living in Afghanistan. The aim of UNOPS AFCO is to provide efficient and cost-effective implementation services on behalf of all our partners to support the humanitarian response and development of the country. UNOPS AFCO’s mission is to exceed the expectations of all stakeholders in the delivery of AFCO services, at all times, in all places, in all circumstances, in order to improve the lives of Afghans in need.
Project Information
In this project, UNOPS will act as a “verifying agency” with the aim to scrutinize, verify and resolve the pending claims between the relevant De-facto Authority (DFA) employing ministry or agency and contractors, consultants and suppliers, both international and local, for the works and services completed before 15 August 2021 under the relevant externally financed projects in the country. The assignment includes the verification of different types of contracts including civil works, supply of goods and services by consultancy firms and individual consultants, mainly in the infrastructure sectors across the country. The verification work will also include verification of certain other project costs incurred before 15 August 2021.
UNOPS will provide the proposed project financier with a comprehensive overview of the state of potential unresolved project-related claims, clarify the amount of pending payments with credible supporting documents, and make recommendations for the amounts to be paid to each contractor, consultant, supplier, or project-affected person.
Key project stakeholders are the financier of the proposed project, working-level staff of Afghanistan De-facto Authority ministries, contractors, consultants, and suppliers (both international and local).
Job-Specific Information
Under the direct supervision of the senior project manager, the deputy project manager is responsible for the day-to-day operations of the project, as well as liaising and communicating with the funding partner, implementing partners, and project beneficiaries. In consultation with the senior project manager, the deputy project manager will also liaise with local and national authorities, including de facto authorities, in line with United Nations guidelines. The project team has expertise in different areas: program and contract management, financial management, legal, engineering, reporting,,, safeguards, field monitoring, data management, and infrastructure.
The Project seeks to recruit a qualified Afghan national for the post of Deputy Project Manager (DPM), which will be based in Kabul and report to the Senior Project Manager. The DPM will supervise a few project team members and will be based inside the UNOCA Compound, with frequent visits to project work sites located in different parts of the country.
Summary of Key Functions
Project Delivery and Performance
Monitoring and reporting
Stakeholder engagement
Quality assurance
Knowledge management and innovation
Personnel management
Under the direct supervision, guidance and direction of the Senior Project Manager (SPM), the DPM shall:
Develop, complete and update implementation of Project plan(s) and quarterly plans
Implement the approved plans (including the establishment of milestones) within tolerances set by the Senior Management/Project Board;
Embed sustainability dimensions, including social and gender inclusion, environmental and economic aspects into the project life span;
Manage the production of the required outputs, taking responsibility for overall progress and use of resources and initiating corrective action where necessary;
Ensure that the quality of work packages and deliverables complies with the quality requirements defined in the Project Plan;
Liaise with any external suppliers or account managers;
Advise the Senior Project Manager of any possible deviations from the plan and possible corrective actions;
Manage acceptance and delivery of work packages;
Manage the invoicing and progress verification of works, payment certification, procurement, and dealing with government authorities and other stakeholders.
Monitor project progress, ensuring that work packages are being executed properly.
Control project and work package changes;
Accept works, goods or services delivered by suppliers;
Lead contract management duties, including supplier performance evaluations;
Support the development and implementation of systems for internal control that ensure compliance with contractual terms and conditions in collaboration with the procurement team.
Identify and anticipate potential risks and issues in a timely manner and advise on mitigating measures for the senior management/project board so that maximum benefit to partner(s) and other stakeholders is achieved.
Identify and report to the supervisor potential new business opportunities for UNOPS.
Procedures:
Comply with all organizational policies and specifically the Project Management Manual;
Prepare/adapt all relevant plans for approval by Senior Management/Project Board;
Manage the reporting obligations defined in the Legal Agreement(s) and Project Plan;
Draft the requirements for procurement processes. Support evaluating submissions received if appointed to the evaluation team;
Effective implementation of corporate directives, guidelines and strategies, and establishment of relevant management targets, as well as monitoring of achievements and results.
Responsible for day-to-day coordination with the contractors and suppliers according to the needs and requirements on site;
Provide support and guidance to the contractor and assist in resolving site problems, as necessary;
Ensure maintenance of the project files, risk management and lessons learned are recorded;
Ensure the development and implementation of project financial management guidelines and control mechanisms in conformity with UNOPS rules and regulations;
Manage budgets, cash flow and obligations to ensure that deliverables are met and payments to contractors and personnel are received on time;
Understand and manage UNOPS overheads, allocable charges, and related corporate charges as they apply to the project;
Understand the unique structures of the UN and budget appropriately for personnel;
Manage expenditures against the budget (based on accurate financial reports);
For project closure purposes, support the formal handover of the project to the engagement closure manager;
Support project audit activities, including planning, preparation and coordination during the audits and follow-up on audit observations/recommendations;
Conduct and supervise Health & Safety, Social & Environmental (HSSE) issues and concerns, including the application of UNOPS standards for HSSE;
Performs HSSE management and inspections and maintains the required records;
Perform other duties as may be assigned by the SPM.
Monitoring and reporting:
Prepare and issue regular project and/or financial reports in accordance with Partner and UNOPS legal agreement requirements for reporting;
Check contractors’ and suppliers' set out and works, including compliance with contracts specifications and ensure that contractors and suppliers comply with their work plans to complete work with a specified scope of work, time frame, and budget;
Regularly review project status, evaluating performance criteria (scope, cost, schedule and quality)
Maintain diaries and progress reports as required by the organization’s standard procedures;
Provide routine oversight and analysis of delivery data within the one UNOPS Project (OuP - internal system) dashboard system;
Ensure all project team members track and regularly update milestones and targets for the duration of projects' life span.
Review and endorse any design changes that are processed by other parties and recommend them to SPM for implementation.
Provide technical advice and assistance to contractors to ensure that economical and quality materials are purchased.
Any situation that may require decision-making, which will involve variation and or additional cost, shall be brought to the notice of SPM with details of issues encountered at the site and appropriate recommendations;
Stakeholder engagement:
Develop stakeholder profiles and facilitate the formulation of stakeholder engagement strategies;
Establish solid working relationships with the Project Board (Executive, Senior Users and Senior Suppliers), client and key stakeholders;
Enable the formulation of project communications plans. Coordinate internal project communications. Monitor the effectiveness of project communications;
Coordinate stakeholder engagement and communication, ensuring effective timing and interdependency management of communications. Ensure stakeholders are aware of project activities, progress, exceptions and are in a position to accept handover outputs.
Quality assurance:
Work with internal stakeholders to ensure the projects comply with audit requirements;
Work with procurement/purchasing staff to ensure effective interface with suppliers' quality systems;
Coordinate quality reviews of project documents and deliverables;
Provide quality control for management outputs (project documents, plans, reports, etc.).
Partnerships and Coordination:
Encourage routine and effective capacity-building activities are conducted in order to build the long-term and sustainable capacity of staff;
Actively interact with other Project Teams (PT) and the wider PT community to share case studies, lessons learned and best practices;
Contribute to the oversight of lessons learned procedures, ensuring that lessons learnt are shared in a timely and appropriate manner. Participate in the relevant Communities of Practice;
Research and logging of lessons learned throughout the project life span;
Provide feedback to Practice Groups on policy, supporting guidance with an aim towards continuous improvement of UNOPS policies.
Monitoring and Progress Controls
Lead and motivate the project management team;
Ensure that behavioral expectations of team members are established;
Ensure that performance reviews are conducted fairly, accurately and timely;
Select, recruit and train team as required and take into account gender parity, diversity and inclusion objectives;
Ensure safety and security for all project personnel and comply with UNDSS standards;
Create, foster and role model a culture of respect and zero tolerance for discrimination, abuse of authority, harassment, sexual harassment and sexual exploitation and abuse. Ensure accountability for actions and perform duties in accordance with protection mechanisms and action plans, as expected by UNOPS policies, standards and commitments.
a. Education
Master’s Degree in economics, project management, engineering, international relations or a similar field is Mandatory.
A bachelor’s degree in economics, project management, engineering, international relations, or a similar field with an additional 2 years of relevant work experience may be considered in lieu of the requirement for an advanced university degree.
PRINCE2 Practitioner Certification. Asset.
b. Work Experience
Minimum 5 years (or less, depending on academic credentials) of relevant, progressive experience in managing infrastructure projects in either public or private sector organizations; mandatory
Proven experience of project implementation in close collaboration with government authorities preferred;
Previous work experience with the UNOPS or any of the United Nations agencies is preferred;
Knowledge of UN/UNOPS rules and regulations is an advantage.
c. Languages
Fluency in oral and written Dari, Pashto, and English is required.
Develops and implements sustainable business strategies, thinks long term and externally in order to positively shape the organization. Anticipates and perceives the impact and implications of future decisions and activities on other parts of the organization. |
Treats all individuals with respect; responds sensitively to differences and encourages others to do the same. Upholds organizational and ethical norms. Maintains high standards of trustworthiness. Role model for diversity and inclusion. |
Acts as a positive role model contributing to the team spirit. Collaborates and supports the development of others. Acts as positive leadership role model, motivates, directs and inspires others to succeed, utilizing appropriate leadership styles. |
Demonstrates understanding of the impact of own role on all partners and always puts the end beneficiary first. Builds and maintains strong external relationships and is a competent partner for others (if relevant to the role). |
Efficiently establishes an appropriate course of action for self and/or others to accomplish a goal. Actions lead to total task accomplishment through concern for quality in all areas. Sees opportunities and takes the initiative to act on them. Understands that responsible use of resources maximizes our impact on our beneficiaries. |
Open to change and flexible in a fast paced environment. Effectively adapts own approach to suit changing circumstances or requirements. Reflects on experiences and modifies own behavior. Performance is consistent, even under pressure. Always pursues continuous improvements. |
Evaluates data and courses of action to reach logical, pragmatic decisions. Takes an unbiased, rational approach with calculated risks. Applies innovation and creativity to problem-solving. |
Expresses ideas or facts in a clear, concise and open manner. Communication indicates a consideration for the feelings and needs of others. Actively listens and proactively shares knowledge. Handles conflict effectively, by overcoming differences of opinion and finding common ground. |
Please note that UNOPS does not accept unsolicited resumes.
Applications received after the closing date will not be considered.
Please note that only shortlisted candidates will be contacted and advance to the next stage of the selection process, which involves various assessments.
UNOPS embraces diversity and is committed to equal employment opportunity. Our workforce consists of many diverse nationalities, cultures, languages, races, gender identities, sexual orientations, and abilities. UNOPS seeks to sustain and strengthen this diversity to ensure equal opportunities as well as an inclusive working environment for its entire workforce.
Qualified women and candidates from groups which are underrepresented in the UNOPS workforce are encouraged to apply. These include in particular candidates from racialized and/or indigenous groups, members of minority gender identities and sexual orientations, and people with disabilities.
We would like to ensure all candidates perform at their best during the assessment process. If you are shortlisted and require additional assistance to complete any assessment, including reasonable accommodation, please inform our human resources team when you receive an invitation.
Terms and Conditions
For staff positions only, UNOPS reserves the right to appoint a candidate at a lower level than the advertised level of the post.
For retainer contracts, you must complete a few mandatory courses ( they take around 4 hours to complete) in your own time, before providing services to UNOPS. Refreshers or new mandatory courses may be required during your contract. Please note that you will not receive any compensation for taking courses and refreshers. For more information on a retainer contract here .
All UNOPS personnel are responsible for performing their duties in accordance with the UN Charter and UNOPS Policies and Instructions, as well as other relevant accountability frameworks. In addition, all personnel must demonstrate an understanding of the Sustainable Development Goals (SDGs) in a manner consistent with UN core values and the UN Common Agenda.
It is the policy of UNOPS to conduct background checks on all potential personnel. Recruitment in UNOPS is contingent on the results of such checks.
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Subscriber only, several hundred homes could sprout at key downtown san jose site, san jose project would focus on housing and ditch office proposal.
Westbank, a mega-developer with a worldwide reach, has proposed a big housing development that would replace an office and housing project on the site that was proposed a few years ago at 35 South Second Street.
The new version of the proposal envisions 768 housing units on the site, according to documents on file with the San Jose Planning Department.
“We are excited to have submitted an application for the Energy Hub, with a new majority residential development scheme,” said Andrew Jacobson, principal executive for Westbank’s U.S. operations.
The Energy Hub project site totals 1.25 acres and is next to Fountain Alley, a bustling restaurant strip between South Second Street and South First Street.
Canada-based Westbank is teaming up with famed architectural and design firm Bjarke Ingels Group to craft the look and feel of the proposed housing development.
The Fountain Alley housing project would also include about 10,700 square feet of retail spaces on the ground floor, the planning documents state.
The revamped proposal for the Energy Hub project is in the very early review stages in San Jose.
“We’re looking forward to continuing to work through the permitting process with the city of San Jose,” Jacobson said.
Westbank has proposed several projects in downtown San Jose, which the real estate firm describes
Earlier this month, Westbank proposed to pivot away from an office and retail tower at 255 West Julian Street, a project that had been proposed for a site next to the prominent Davidson Building in downtown San Jose.
Westbank also has shifted strategies for the Bank of Italy historic tower at 12 South First Street, which is around the corner from the Energy Hub development in Fountain Alley.
Instead of creative workspaces, the Bank of Italy’s offices are being converted into residential units.
The Bay Area office market’s forbidding landscape of sky-high vacancy rates, tech industry layoffs and feeble rents have prompted more developers to scrap office projects or even bulldoze existing office buildings to pave the way for large new residential projects.
Over the 12 months that ended in July, tech companies chopped employment by 16,000 jobs, according to a Beacon Economics estimate of seasonally adjusted numbers compiled by state government officials.
The layoffs have greatly crimped the tech sector’s appetite for Bay Area office space.
In the face of these brutal circumstances for the office market, savvy developers such as Westbank have pivoted to housing projects.
Westbank’s new vision for the Energy Hub site in Fountain Alley will bolster economic activity in San Jose’s urban core, in the view of Bob Staedler, principal executive with Silicon Valley Synergy, a land-use consultancy.
“Converting office buildings to residential units will help improve the vibrancy of downtown San Jose,” Staedler said. “Density in urban locations near transit will continue to be a win-win for both developers and the City of San Jose.”
Adani has offered rs 27,000 cr for chhattisgarh project.
The lenders have made claims of Rs 29,330 crore against the company, which was sent for debt resolution in 2020 after the firm defaulted on its debt payments. Image: Bloomberg
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First Published: Aug 21 2024 | 7:32 PM IST
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Elements of a Business Plan Report. The length of a business plan varies significantly from one company to the next. The information should be condensed into a 15- to the 20-page document. If critical elements of the business plan take up a lot of space, such as patent applications, they should be referenced in the main plan and included as ...
Each section should be around 1-2 sentences long. The things you should include in a one-pager business plan are: The problem - Describe a certain problem your customers have and support the claim with relevant data. The solution - How your products/services can solve the issue.
Most business plans also include financial forecasts for the future. These set sales goals, budget for expenses, and predict profits and cash flow. A good business plan is much more than just a document that you write once and forget about. It's also a guide that helps you outline and achieve your goals. After completing your plan, you can ...
4. Project Time Tracking Report. A project time-tracking report is a document that records and summarizes time spent on project activities. Each project team member contributes to writing this report—they track and record the amount of time they've spent on tasks and submit it to the project manager. ⏰.
Describe Your Services or Products. The business plan should have a section that explains the services or products that you're offering. This is the part where you can also describe how they fit ...
1. Create Your Executive Summary. The executive summary is a snapshot of your business or a high-level overview of your business purposes and plans. Although the executive summary is the first section in your business plan, most people write it last. The length of the executive summary is not more than two pages.
A good business plan guides you through each stage of starting and managing your business. You'll use your business plan as a roadmap for how to structure, run, and grow your new business. It's a way to think through the key elements of your business. Business plans can help you get funding or bring on new business partners.
Be succinct and to-the-point with every aspect of the report, from points of contact to resources and any potential roadblocks. The idea is for your project reports to be as easy to digest as possible, especially if you're supplying busy stakeholders with a steady stream of ongoing status reports. 6. Be prepared.
To put together a report that your project stakeholders can use to gain insights, make decisions and optimize processes, take the following systematic approach to writing your project reports: 1. Define the purpose and scope: Clearly establish the goals, objectives, target audience, and information needs of your project report. 2.
A business plan is a written document that defines your business goals and the tactics to achieve those goals. A business plan typically explores the competitive landscape of an industry, analyzes a market and different customer segments within it, describes the products and services, lists business strategies for success, and outlines ...
What To Include in a Project Management Report. There's no one-size-fits-all structure and content for project management reports. The report content may vary depending on your company, project type and project management requirements. However, no matter the business, industry, project type, your report should contain these key elements listed ...
How to Write a Project Report in 7 Steps. Writing an effective project report is crucial for evaluating the project's health, keeping stakeholders informed, and setting the stage for future projects. Here are seven steps to guide you through the process. Step 1. Decide the Objective.
Download this project report dashboard template to track the status of key components of a project, including tasks, costs, and pending action items. This template also helps you support the decisions you make for future project initiatives. Check out this article to find more free Excel dashboard templates for all of your business needs.
Apart from describing its results, it must also explain the implications of those results to the organization and its business operations. How to Write and Create Project Reports Part 1. Project Report Free Download Part 2. Additional Sources Part 3. Part 1.
Jumpstart your business with this easy-to-use template that doubles as a project plan for new businesses. This customizable business report template requires you to define four primary stages of your proposed business plan — self-assessment, opportunities, potential risk evaluation, and market climate — to ensure that you hit your marks.
An executive report is a summary of the business plan of an organization for lending partners. It enables the team members to collect and combine the results of numerous research studies to help them decide on the project. ... is used regularly throughout a project to communicate the project's progress in conjunction with the original project ...
The business model canvas is a one-page template designed to demystify the business planning process. It removes the need for a traditional, copy-heavy business plan, in favor of a single-page outline that can help you and outside parties better explore your business idea. The structure ditches a linear format in favor of a cell-based template.
Here is a basic template that any business can use when developing its business plan: Section 1: Executive Summary. Present the company's mission. Describe the company's product and/or service offerings. Give a summary of the target market and its demographics.
1. Annual Report Templates. An annual report is an all-encompassing document that allows you to reflect on your company's past year, including: Your company's mission statement. Your company's growth (financially, product-wise, culture-wise) Your statement of income and cash flow. Your various business segments.
From planning to remembering to include a bibliography, there are many essential factors to consider. You can follow this step-by-step guide to create a business report: Plan ahead: Approach writing a business report as a project. Set out all the goals and objectives you hope to achieve and then plan accordingly.
The R&D department reports directly to the CEO or top management. You may also see research report examples. Examples for new product projects include a restaurant adding a new dish in their menu, a car manufacturer creating a new variant for an existing automobile model, or a video game developer releasing a new game.
1. What is a Business Project Report? A business project report is an informative and formal document that provides details on the overall picture of the proposed business or proposed sample plan/activity. It conducts a profound road map for effective business ventures and discusses whether the business requires finance or not. 2.
Project plans can vary widely in size, format, and components. When it comes to drafting a project plan, there is no particular method. A well-defined project plan articulates the project's objectives and the strategies to accomplish them effectively. You'll find a range of project planning templates online, from very simple to highly detailed.
Here are some tips that can help you work with a project report template: 1. Use Gantt Charts. Gantt charts are an excellent way to illustrate a project schedule in the form of a bar chart. This type of chart is a staple for any project status report. This premium project progress report PPT template comes with Gantt charts. 2. Talk About Solutions
Creating an Effective Project Budget Plan. Building a comprehensive project budget is a critical yet challenging aspect of project management. There are many essential components to include, such as direct and indirect costs, fixed and variable costs, labor and materials, travel, equipment and space, licenses, and any other factors that may impact project expenses.
UNOPS - an operational arm of the United Nations - supports the achievement of the Sustainable Development Goals (SDGs) by successfully implementing its partners' peacebuilding, humanitarian and development projects around the world.
The Energy Hub project site totals 1.25 acres and is next to Fountain Alley, a bustling restaurant strip between South Second Street and South First Street. Canada-based Westbank is teaming up with famed architectural and design firm Bjarke Ingels Group to craft the look and feel of the proposed housing development.
Lenders of KSK Mahanadi Power Company, a bankrupt electricity generator, are planning to hold another round of auction in the first week of September after the Adani Group emerged as the highest bidder for the company with a Rs 27,000 crore offer. The bidders will be asked to better the Adani offer ...