The Limits of Status Reports: I

People who work in project-oriented organizations are familiar with a fact of life called "status report." Report recipients are usually higher in organizational rank than report authors. Often, recipients actually have supervisory authority over the authors. Status reports are usually documents that contain enough information for report recipients to do their jobs.

The difference in organizational authority between authors and recipients leads some recipients to believe that they can request status reports in any form and format, with content of whatever nature they want. Some of these requests are unrealistic.

Unrealistic report requests have consequences. Reports become superficial. They arrive late. They're outdated. Some are even fictitious, in whole or in part. Some report requestors attribute low report quality to substandard performance by report authors, but unrealistic demands for report content, format, and frequency are often the root cause.

There are constraints on what we can reasonably expect of status report authors. Here's Part I of a set of requirements that enable status report authors to produce useful reports.

Belief in the value of the report

When status report authors believe that their reports are valuable to the report requestors, and that the reports are useful for performing legitimate management functions, report authors are more likely to produce valuable reports.

Said differently, when report authors believe that their reports aren't read, or that they're used only to find fault or to question the performance of the authors or the teams doing the work, those report authors are less likely to produce reports worth reading.

Psychological safety

Psychological safety is an attribute of a group. It is the degree to which group members, as a whole, believe that personal risk-taking will not lead to harsh judgment of the risk-taker by the group. In psychologically safe groups, members feel empowered to introduce new ideas, or question accepted ideas, or report what they know.

Low levels of psychological safety inhibit members from reporting conditions, events, or prospects that conflict with the group's established views, or which conflict with the group leader's preferences. Low levels of personal engagement
tend to limit the care, energy,
and passion of authors of
status reportsIn psychologically unsafe environments, as compared to safe environments, status reports are more likely to represent the wishes of the supervisor than they are to represent truth.

Personal engagement

Personal engagement of employees is a measure of the degree to which they regard themselves as involved with and committed to the goals and objectives of their roles in the workplace, and consequently, the goals and objectives of the larger organization.

Low levels of personal engagement tend to limit the care, energy, and passion of authors of status reports. They might produce the reports, but they will do so late, or superficially, or disingenuously, or with language that obviates actually gathering valid information.

We'll continue next time with several more constraints limiting what we can ask for in status reports.  Next in this series  Top    Next Issue

Are your projects always (or almost always) late and over budget? Are your project teams plagued by turnover, burnout, and high defect rates? Turn your culture around. Read 52 Tips for Leaders of Project-Oriented Organizations, filled with tips and techniques for organizational leaders. Order Now!

Your comments are welcome

About Point Lookout

Thank you for reading this article. I hope you enjoyed it and found it useful, and that you'll consider recommending it to a friend.

Point Lookout is a free weekly email newsletter. Browse the archive of past issues. Subscribe for free.

Support Point Lookout by joining the Friends of Point Lookout, as an individual or as an organization.

Do you face a complex interpersonal situation? Send it in, anonymously if you like, and I'll give you my two cents.

Related articles

More articles on Effective Communication at Work:

There Is No Rumor Mill

Rumors about organizational intentions or expectations can depress productivity. Even when they're factually false, rumors can be so powerful that they sometimes produce the results they predict. How can we manage organizational rumors?

Feedback Fumbles

"Would you like some feedback on that?" Uh-oh, you think, absolutely not. But if you're like many of us, your response is something like, "Sure, I'd be very interested in your thoughts." Why is giving and receiving feedback so difficult?

Email Ethics

Ethics is the system of right and wrong that forms the foundation of civil society. Yet, when a new technology arrives, explicitly extending the ethical code seems necessary — no matter how civil the society. And so it is with email.

Interviewing the Willing: Strategy

At times, we need information from each other. For example, we want to learn about how someone approached a similar problem, or we must interview someone about system requirements. Yet, even when the source is willing, we sometimes fail to expose critical facts. How can we elicit information from the willing more effectively?

Interrupting Others in Meetings Safely: III

When we need to interrupt someone who's speaking in a meeting, we risk giving offense. Still, there are times when interrupting is in everyone's best interest. Here are some more techniques for interrupting in situations not addressed by the meeting's formal process.

See also Effective Communication at Work and Personal, Team, and Organizational Effectiveness for more related articles.

Forthcoming issues of Point Lookout

Coming April 8: The New Virtual Meeting: Digressions

The bane of meetings everywhere, even before the COVID-19 pandemic, has been digressions. But there are reasons to expect the incidence of digressions in meetings to increase now. What reasons could there be, and what can we do about digressions? Available here and by RSS on April 8.

And on April 15: Incompetence: Traps and Snares

Sometimes people judge as incompetent colleagues who are unprepared to carry out their responsibilities. Some of these "incompetents" are trapped or ensnared in incompetence, unable to acquire the ability to do their jobs. Available here and by RSS on April 15.

Coaching services

I offer email and telephone coaching at both corporate and individual rates. Contact Rick for details at rbrenmhXARWRMUvVyOdHlner@ChacxgDmtwOKrxnripPCoCanyon.com or (650) 787-6475, or toll-free in the continental US at (866) 378-5470.

Get the ebook!

Past issues of Point Lookout are available in six ebooks:

• Get 2001-2 in Geese Don't Land on Twigs (PDF, )
• Get 2003-4 in Why Dogs Wag (PDF, )
• Get 2005-6 in Loopy Things We Do (PDF, )
• Get 2007-8 in Things We Believe That Maybe Aren't So True (PDF, )
• Get 2009-10 in The Questions Not Asked (PDF, )
• Get all of the first twelve years (2001-2012) in The Collected Issues of Point Lookout (PDF, )

Are you a writer, editor or publisher on deadline? Are you looking for an article that will get people talking and get compliments flying your way? You can have 500 words in your inbox in one hour. License any article from this Web site. More info

Public seminars

The Power Affect: How We Express Our Personal Power

Many people who possess real organizational power have a characteristic demeanor. It's the way they project their presence. I call this the power affect. Some people — call them power pretenders — adopt the power affect well before they attain significant organizational power. Unfortunately for their colleagues, and for their organizations, power pretenders can attain organizational power out of proportion to their merit or abilities. Understanding the power affect is therefore important for anyone who aims to attain power, or anyone who works with power pretenders. Read more about this program.

• A recording of a program presented June 29, 2017, Monthly Webinar, sponsored by Technobility Webinar Series. PMI members can earn 1.0 Category 'A' PDU by viewing this program. View this program now.