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Governance and Status Reporting

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In this lesson, you will learn:

  • How to set up a weekly status rhythm
  • What goes in a red, amber, green report
  • How scope changes are approved

🔁 Quick look back: Last time: Risks, Assumptions and Dependencies. You learned how to keep a RAID log.

1 The Problem: Anita Hears About Delays Too Late

On a past project, the sponsor found out about a two-week delay at a gate meeting. Nobody had reported:

  • The firewall change was stuck.
  • The accounts were late.
  • The plan had quietly slipped.

🎯 The problem: Anita could hear about delays too late to act.

👉 The fix: Report status every week, with a simple red, amber, green view.

Three cards: green, amber and red example statuses.
Figure 1. The Clear View status report uses red, amber and green.

2 The weekly rhythm

  • A 30-minute status call every Thursday.
  • A one-page report the same day.
  • The RAID log reviewed on the call.
  • A monthly check-in with Anita.

Key term: Green

On track.

Key term: Amber

At risk. A fix is in progress.

Key term: Red

Blocked. Needs a decision or help.

3 Scope changes

New requests don’t get added quietly. They go through a change request: what’s asked, the impact on time and cost, and who approves.

⭐ Remember: On Clear View, Anita approves scope changes. Hana can approve small clarifications.

4 Project Clear View: How We Implemented It

📍 Situation: Hana wanted to know how progress would be shared.

🧭 Decision: Agree a weekly rhythm and a one-page report at kickoff.

🛠️ Steps we took:

  1. Set up the Thursday call with Hana, Riya, Ravi and Priya.
  2. Built a one-page report: RAG by area, top risks, decisions needed.
  3. Agreed that Anita approves scope changes.
  4. Sent the first report in week 1.

✅ What we verified:

  • The first report went out on time.
  • Anita said the one-page format suits her.

📁 Evidence: The status report template, and the first weekly report.

5 Quick recap

  • Report status every week.
  • Green is on track, amber is at risk, red is blocked.
  • Scope changes go through a change request.
  • Anita approves scope changes on Clear View.

6 Check yourself

Think of your answer first. Then tap to check.

1 What does amber mean in a status report? Show answer

At risk, with a fix in progress.

2 How are new requests handled? Show answer

Through a change request that shows impact on time and cost, approved by the sponsor.

3 How often is the Clear View status report sent? Show answer

Every Thursday, after the status call.

Nice work! Clear View is reported clearly every week. 🎉
Next up: How to Run a Discovery Requirements Workshop

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