Question
Review the below progress report. Take on the role of a supervisor or executive accountable for the project in question. Which details of the report
Review the below progress report.
Take on the role of a supervisor or executive accountable for the project in question. Which details of the report are praiseworthy? Which details might raise concerns or questions? Develop a feedback plan determining what you hope a follow-up message might accomplish and whether it should be primarily positive, negative, or persuasive (the final message may combine elements of all three).
Write your response, framing it as a formal e-mail message to the project team. You will submit it as a discussion posting in the next step.
Progress Report
Introduction:
The purpose of this progress report is to give you an update on the status of our formal report. Mike is our internal consultant to ________Savings Bank, while Phil and I are outside consultants evaluating the current mortgage loan process.
Project Description:
The purpose of our report is to investigate customer complaints of slow loan processing time, increased man-hours to process loans to close and unsatisfied customers with the current process. Our accomplishments will include a better process for the loan process, additional time savings and fewer errors.
No changes have been made at this time to the scope or purpose of our loan process investigation.
Work Completed:
As of today our progress is excellent and we are on track to be completed by Mid-December. We have completed all of our surveys and have detailed progress as follows:
Mike has collected 8 internal employee questionnaires
Phil has collected 5 external customer questionnaires
I have collected 5 external customer questionnaires
We are in the middle of formulating our aggregate data to create visuals for our report. Once this is completed we will review the data and determine the most important visual to include in our formal report. We will probably derive five graphs with our data, but only include two in our report. After this is completed we will begin our rough draft.
Work Remaining:
Items that still need to be completed are as follows:
1)Collect data and design visuals
2)Deliver the oral progress report in the next class
3)Rough draft of the complete formal report
4)Review rough draft and make necessary revisions
5)Meet to discuss revisions and complete final draft
6)Present our findings in our final class and turn-in our final report
Conclusion:
Overall our progress on our findings is good. We are on target and will complete our full report by the last day of class in December. If there are any changes to our timeline I will prepare another progress report detailing our changes/issues.
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