How to Create a Report Grouped by Project
Reports grouped by projects are great options when your boss or the board of directors requires an overview of your progress. You can also use these reports for potential clients to showcase specific projects and the organization as a whole. The idea is to provide a snapshot of each project and some synthesis or analysis to pull the different sections together.
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Instructions
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Create a common template. Use the same headings and subheadings for each project. Make the outline visually similar as well. The consistency will help make the report be more cohesive despite discussing different projects. A common template will also help the reader compare across cases.
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Keep to the main points. You can't cover all the details of each project in one report. Make sure to cover all the major points without going into too much detail. If there is a particular aspect of interest to the reader (e.g. budget projections) then cover it appropriately. Be clear on the project's status as completed, on schedule or delayed (and why).
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Prioritize major projects. You may lose the reader's interest after several projects/sections. Make sure to start the report strong, with the largest or most important projects first. If you have extra space, use it for explaining the large project's importance to the organization and progress.
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Write a general introduction. After you have completed each section on the projects, write a brief introduction that explains the purpose of the report and which projects (in the correct order) are included in the report. You may want to say something about the common main points covered in each section.
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Write an analytical conclusion. Think about what the projects may say more generally, or if they share common themes. Perhaps each project faces similar successes that may speak to the strengths of the organization.
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References
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