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Any phase · Ways of working

Report progress to a board or steering group

Steering groups need a clear, honest picture of progress, risks and decisions needed. Good reporting builds trust and gets you help when you need it.

About 2-4 hoursEvergreenLast reviewed 5 November 2026

Who this applies to

Skills it builds
Communication and influenceDelivery and execution
PM types
All
Product types
All
Starting points
All
Ways of working
Hybrid / stage gates
Experience
All
Size of organisation
All

Steps, by experience

Beginner (under 1 year)

  1. Find out what the group wants to know and how often.
  2. Lead with a one-line summary: on track, at risk or off track, and why.
  3. Show progress against milestones and outcomes.
  4. List the top risks and any decisions you need from the group.
  5. Keep it to one page and be honest about problems.

Intermediate (1 to 4 years)

  1. Lead with status and decisions needed.
  2. Show outcomes and milestones.
  3. Be honest about risks.

Experienced (5+ years)

  1. Shape reporting around outcomes rather than activity.
  2. Use the group to unblock problems.
  3. Pre-brief the chair on difficult news.

Who can do this

Owner: Product manager

Can be delegated to

  • Delivery Manager: Prepare the report
  • Performance Analyst or Data Analyst: Provide outcome data

Reviewed by: Delivery Manager

Tool examples

Power BI
Use a one-page dashboard for the steering group.
SharePoint / Word
Use a one-page report template.
Confluence
Publish the report where members can read it before the meeting.

Definition of done

  • One-page report with status, progress, risks and decisions
  • Shared before the meeting
  • Decisions recorded

Common pitfalls

  • Everything always shown as on track
  • Too much detail
  • No clear ask

Sources