Build a professional Excel portfolio reporting workbook from an existing draft. Includes project plans, RAID logs, benefits tracking and executive dashboards, with automation, drop-downs and a user-friendly design.
Budget: £20 – £250 GBP
Brief: Build Commercial Portfolio Reporting Workbook
Background
My business have established a portfolio of change projects which will be delivered over the next 6-12 months.
A draft workbook has been created which contains the required tabs, fields and reporting requirements. The purpose of this engagement is to convert the draft into a professional, user-friendly Excel workbook that can be used by project owners and programme leads with minimal administration.
Objectives
Create an Excel workbook that:
Is simple and intuitive to use
Requires minimal manual effort from project owners
Provides a consistent approach to project reporting
Supports portfolio-level reporting and governance
Looks professional and is suitable for use with senior leadership teams
Scope
The workbook will contain:
1. Project Plan
A simple project planning sheet where project owners can:
Record milestones and deliverables
Assign milestones to delivery sprints
Track progress and status
Identify dependencies and support required
2. RAID Log
A standard RAID log covering:
Risks
Assumptions
Issues
Dependencies
Including:
Ownership
Actions
Target dates
Status
3. Success Measures
A simple benefits tracking sheet showing:
Success measures
Baseline
Target
Current position
Reporting frequency
4. Portfolio Summary Dashboard
A portfolio-level view that automatically pulls information from the project sheets and provides:
Overall project status (RAG)
Key milestones due
Overdue actions
Top risks
Programme ownership
Progress by programme
Visual reporting should be simple and executive-friendly.
5. Decision Log
A simple log of key project and programme decisions.
Desired Features
Where practical, include:
Drop-down selections
Conditional formatting
Simple automation
Consistent formatting across tabs
Clear instructions for users
Protection of formula cells where appropriate
The workbook should be maintainable by users with basic-to-intermediate Excel skills.
Deliverables
Final Excel workbook
Brief handover explaining:
How the workbook works
How to add new projects
How reporting is updated
Any formulas or automations included
Timescale
This is a simple project (as the draft has been created) so ideally turned around ASAP.
Success Criteria
The workbook enables project owners to spend minimal time updating information whilst providing leadership with a clear view of delivery progress, risks, dependencies and overall portfolio health.
Draft workbook will be sent to shortlisted freelancers for final agreement on time required.
Background
My business have established a portfolio of change projects which will be delivered over the next 6-12 months.
A draft workbook has been created which contains the required tabs, fields and reporting requirements. The purpose of this engagement is to convert the draft into a professional, user-friendly Excel workbook that can be used by project owners and programme leads with minimal administration.
Objectives
Create an Excel workbook that:
Is simple and intuitive to use
Requires minimal manual effort from project owners
Provides a consistent approach to project reporting
Supports portfolio-level reporting and governance
Looks professional and is suitable for use with senior leadership teams
Scope
The workbook will contain:
1. Project Plan
A simple project planning sheet where project owners can:
Record milestones and deliverables
Assign milestones to delivery sprints
Track progress and status
Identify dependencies and support required
2. RAID Log
A standard RAID log covering:
Risks
Assumptions
Issues
Dependencies
Including:
Ownership
Actions
Target dates
Status
3. Success Measures
A simple benefits tracking sheet showing:
Success measures
Baseline
Target
Current position
Reporting frequency
4. Portfolio Summary Dashboard
A portfolio-level view that automatically pulls information from the project sheets and provides:
Overall project status (RAG)
Key milestones due
Overdue actions
Top risks
Programme ownership
Progress by programme
Visual reporting should be simple and executive-friendly.
5. Decision Log
A simple log of key project and programme decisions.
Desired Features
Where practical, include:
Drop-down selections
Conditional formatting
Simple automation
Consistent formatting across tabs
Clear instructions for users
Protection of formula cells where appropriate
The workbook should be maintainable by users with basic-to-intermediate Excel skills.
Deliverables
Final Excel workbook
Brief handover explaining:
How the workbook works
How to add new projects
How reporting is updated
Any formulas or automations included
Timescale
This is a simple project (as the draft has been created) so ideally turned around ASAP.
Success Criteria
The workbook enables project owners to spend minimal time updating information whilst providing leadership with a clear view of delivery progress, risks, dependencies and overall portfolio health.
Draft workbook will be sent to shortlisted freelancers for final agreement on time required.