BATTLEHILL PROJECTS / EXAMPLE DOCUMENT
Portfolio dashboard and management report
Help leadership prioritise attention, resolve capacity conflicts and act on cross-project dependencies.
Illustrative example · Fictional scenario · Not a customer document
Illustrative three-project portfolio. All project names, values and statuses below are fictional. Financial values are in £000 and demonstrate reporting structure.
| Project | Delivery / forecast | Management attention | Decision required |
|---|---|---|---|
| Finance renewal | Amber · budget 400 / forecast 430 | Data preparation delays test entry; forecast reflects additional effort. | Approve the cost response or revise scope after dependency review. |
| Customer service change | Green · budget 160 / forecast 160 | Milestones remain supported by current evidence. | Confirm business acceptance owner for the next gate. |
| Workplace transition | Amber · budget 220 / forecast 220 | A shared service lead is required by two releases. | Agree sequencing or additional capacity. |
What the reader should act on
Management report: identify what changed since the last review, the effect on commitments, the recommended response and who must decide. Separate urgent intervention from items that only require monitoring.
How this is adapted for an engagement
Portfolio views can combine milestones, financial forecasts, capacity and RAID. Measures should have defined owners and an update cycle, with links to the underlying project evidence.