Status reports come in a variety of formats including documents and presentations, and the exact format will depend on the preferences of both the client and consultant.
By developing a standard format for presentations and reports, you can ensure that information is communicated to clients consistently and effectively.
|Purpose||To deliver what was agreed in the Offering phase.|
|Input||Should not start without an agreement and significant changes in the assignment context that have an impact on the execution may require renegotiation of the agreement.|
|Outcome||Services and deliverables or outputs.|
Recommendations and approach for the future, if appropriate.
Ongoing evaluation and improvement.
|The components of the Execution phase should include:|
|Refining the agreed work plan||Work plan agreed in Offering phase refined to reflect conditions at the start of Execution phase; client involved and approval gained for the refined plan.|
|Implementing the work plan||Assignment carried out in accordance with refined work plan – typically to consist of:|
– information gathering;
– scenarios and/or recommendations;
– decisions taken;
– implementation of decisions;
– preparation for acceptance and closure.
|Assignment management and monitoring||Areas below addressed throughout the assignment to ensure success:|
a) Project governance: Final decisions about the assignment made by the client with the practice making all reasonable efforts to provide relevant information; terms of agreement between client and practice respected, and capable of dealing with the consequences of any breach.
b) Project management approach: Agreed project management methodology and structure adhered to.
c) Resources Management: All resources involved made available and managed in accordance with the agreement.
d) Monitoring of progress and change control:
Progress against the work plan monitored and recorded formally with a change control system or process in place to deal with:
– deviations from the work plan;
– changed context of the assignment;
– changes in the client’s operating environment;
– changes in the consultancy practice.
Significant changes beyond the scope of the change control process considered as new inputs to the Offering and / or Execution phase.
e) Risk management: Commercial and assignment-related risks continually assessed, and mitigated. Risk management applied to identify, analyze, assess and prioritize risks, coordinating and applying the required resources to minimize, monitor and control probability and impact.
f) Quality: An agreed quality plan followed by the client and the consultancy practice. to ensure that the service is provided and the outputs are delivered.
g) Communications and reporting: Principles of communication agreed in the Offering phase followed throughout, with regular reporting of progress and risks.
|Approvals and acceptance||Agreed process in place to approve and accept all services delivered. Commercial implications of acceptance or rejection dealt with in accordance with the agreement.|