Managing project status updates
I’m a fairly new PC with a Director that struggles keeping on top of what is happening in a complex project. Essentially, if you ask the boss “where are we with this part of the project, there’s a 50/50 shot that they can answer.)
We lost a key team member who was keeping boss updated/acting as historical memory, so now it’s falling to me. We have Work Management / pro (I think)
I’m working on a way to collect status updates and report them out so that details stop getting lost. Here’s what I’ve created:
A single board in Monday that has a status (red green yellow). Anything that happens during the week, I feed into the status “updates” area, which is an ongoing feed. This gets auto-summarized into a column. At the end of the week, I run an AI agent to create an executive summary of the status/updates.
Questions: what do you think of this plan overall? Should I retain ownership of the board or should I allow my team to send updates to it?
I’m hoping to also build out our task board to auto-update this board.
I’m also hoping to use this summary to reduce our team meeting which goes up to two hours. I would like to guide it towards decisions/stuck points rather than updates. I cannot stress enough that my boss does not know/retain what’s going on/loses everything in the inbox. Send help