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Creating a Performance Report Project Management Professional

Now that you know the types of performance reports and what goes into them, you can use the following list to create a performance report.

Decide on information that needs to be communicated: schedule, budget, quality, risk, procurement activities, or scope changes.

Decide on the kinds of measurements and when you will take them. You will need to make sure you baseline your schedule.

If using earned value, use tools that will help you generate the data regularly. Find a scheduling tool with an earned value reporting capability to capture earned value regularly.

Decide on the best form to communicate the information based on the needs of the audience. You will probably want to create a combination of status report, text, and charts or graphs. Executives usually prefer charts and graphs, so you would want to create a standard chart/graph for you performance reports.

Schedule performance review meetings regularly, discuss the variances, and decide on corrective action if it is required.