Task: Monitor and Report Project Status
This task describes how to capture the current status of the project, evaluate that status against the project plans, and provide periodic updates on the project status.
Disciplines: Project Governance
Purpose
  • Provide regular updates on project status for review by the Project Review Authority (PRA)
  • Escalate issues beyond the project manager's authority for resolution by the PRA
Relationships
Steps
Capture Work Status
Purpose Collect quality and progress information on the project for assessing current status 

In this step, the project manager captures primitive metrics on the progress of project work and product quality. The methods to be used to capture these metrics are described in the project's Measurement Plan.

Typically, project team members submit regular progress reports to the project manager providing the following information:

  • Effort booked against activities
  • Estimated effort to complete each activity for which they are responsible
  • Tasks completed
  • Deliverables published
  • Issues arising that require management attention (from Review Records, for example). The Project Manager may record some or all of these in the Issues List for further attention and tracking.
Derive progress indicators

In order to properly assess the project's progress in relation to the plans, the project manager "rolls-up" the primitive metrics reported by the project team to provide a full picture of the project's progress. The project's Measurement Plan describes how these derived metrics (the "progress indicators") are calculated.

Derive quality indicators

In addition to monitoring the work progress, the project manager also monitors the quality of the project work products. Quality metrics (again as defined by the project's Measurement Plan), are consolidated to provide an overall picture of the project's status compared to its stated quality objectives.

Evaluate indicators vs. plans

Having derived the project's progress and quality indicators, the project manager compares these against the expected state of the project as defined by the Software Development Plan and Iteration Plans. At this point the project manager will evaluate the following:

  • Have all planned tasks been completed?
  • Have all work products been published as planned?
  • Is the estimated effort to complete tasks that are "in progress" within plan?
  • Are quality metrics (e.g. open defect counts) within planned tolerances?

The project manager will also review the risk indicators identified for each risk on the Risk List to decide whether any risk mitigation strategies should be activated at this time.

The project manager, in reviewing progress against the Iteration Plan, should always have in mind that an iteration is timeboxed, and start to consider and report what functionality can be omitted from an iteration, if it appears the original plan cannot be achieved, rather than reporting a schedule slip for the iteration.

Any issues that have been reported are captured on the project's Issues List (which will be reported in the Status Assessment). Issues that fall within the project manager's authority should be resolved directly, as part of daily handling exceptions and problems; it may sometimes be necessary to raise the profile of an issue, for example, by raising a Change Request to track it, or by updating the Risk List, if the issue is important, or of wider interest.

Issues arising that require escalation to the Project Review Authority are included in the Status Assessment and forwarded to the PRA for resolution. Often this is done during the PRA Project Review task.



Prepare Status Assessment
Purpose Document the current project status for review by the PRA 

Status Assessment can be conveyed through the Artifact: Status Assessment drawn from the Issues List and the Project Measurements that result from the Task: Monitor and Report Project Status. Status Assessment should address the following:

Technical progress: Work completed during this reporting period (e.g. tasks completed, work products delivered). Highlight any slippage.

For the current iteration, report any possible change in scope or quality (in terms of discovered defects that will not be rectified) required to keep the iteration to the planned end date (i.e. to keep it "timeboxed").

 
Budget progress: Spending to date. Highlight any cost over-runs. 
Progress against scheduled milestones: Were scheduled milestones achieved? 
Total project/product scope:  Report on the revised estimate for the project scope based on work done and estimates to complete work in progress. 
Personnel/staffing status:  Status of personnel. Report any issues or concerns. 
Risk status:  Are any risks becoming realized? 
Issues arising:  Project issues requiring PRA resolution. Recommend potential solutions for consideration. 
Action items:  A list of action items from previous status assessments and their current status. 

The Status Assessment report is usually published to the PRA and reviewed during the PRA Project Review.

Conduct Project Status Review Meeting

The Project Review Status meeting is a regularly scheduled status meeting where the project progress, issues, and risks are reviewed with the Project Review Authority (PRA). The meeting is also used as a forum for raising issues that are beyond scope of the project manager's authority to resolve.

During the meeting, the project manager presents the Status Assessment to the PRA. If the PRA has any questions about the progress of the project, these may be addressed at this time, or captured as an action item for the project management team. If any project issues are raised, the group may discuss possible solutions and assign action items to the PRA or the project management team. Any action items are captured in the Review Record for later follow-up.

The project manager's presentation should cover:

  • Major project milestones that have been achieved
  • Progress deviations from the targets in the Software Development Plan
  • Schedule/effort variances
  • Variances in spending vs. budget
  • Changes in the estimated scope of work
  • Variances in quality metrics
  • Status of project risks:
  • Any existing risks that have become realized
  • Any new risks that have been identified
  • Issues arising - usually these are problems that the project manager has to forward to the PRA for resolution
  • Follow-up from previous PRA Project Reviews - status of action items from previous meetings
  • Upcoming project milestones