ToolsPortfolio reporting
Rough status notes to an exec summary.
The drafting step of the reporting automation I build. A person still checks every line before it goes out.
Use the sample, or notes with names and figures taken out. Your notes are sent to Anthropic’s Claude to draft the summary, and this site does not keep them.
An example: the page I made from the sample notes, after my edits.
Portfolio statusWeek 5Thursday 5 NovemberExample, fictional programs
The Day 100 cutover date is at risk. It depends on a CRM migration dry run that will not go ahead on Friday as planned.
Overall: at risk
Decisions needed
- Hold or move the Day 100 cutover date.Steering committeeThu 12 Nov
- Approve the weekend cutover window.COOTue 10 Nov
Risks and issues
- CRM vendor build about two weeks late, being confirmed with the vendor, so Friday’s migration dry run will not go ahead.Delivery leadNew date by Mon 9 Nov
- One of three MFA gaps waits on a vendor patch.Security leadPatch date by Mon 9 Nov
Done this week
- Finance system upgrade: user acceptance testing signed off on Tuesday.Finance
Asked for before this went out
- The vendor’s confirmed build date. Delivery lead.
- Whether the COO has seen the cutover window request. Integration lead.
- The vendor’s patch date. Security lead.
- This month’s contractor cost figures. Finance.
See the edits I make to a draft like thisThe automations I build