How can we help?

Portfolios
Excel Export: Initiative Checklist Progress by Portfolio

Excel Export: Initiative Checklist Progress by Portfolio

Easily track checklist progress across initiatives in a portfolio with the Checklist Progress Report. Gain insights into task completion, identify areas needing attention, and support strategic decision-making with this downloadable XLS report. Perfect for enhancing visibility, collaboration, and progress monitoring.

Published on January 13, 2025

Exporting Initiative Checklist Progress by Portfolio

ChangePlan’s new XLS Download for Initiative Checklist Progress feature provides change leaders with an organized and actionable overview of all initiatives and their checklist progress within a selected portfolio. This export allows you to monitor task completion rates and analyze progress, making it a valuable tool for driving change success.

How to Export the Checklist Progress Report

notion image
  1. Access the All Initiatives View
      • Navigate to the All Initiatives View from the main menu.
  1. Select a Portfolio
      • From the portfolio list, click on the portfolio you wish to analyze.
  1. Export the Checklist Progress
      • Under the Initiatives section, locate the "Export Checklist Progress XLS" button.
      • Click the button to generate and download the report.
  1. Download and Open the File
      • Open the file in your spreadsheet software to review progress details.

Making the Most of the Checklist Progress Report

This report is a versatile tool for Change Managers, Analysts, and Executives. Here’s how each role can leverage it:

For Change Managers

  • Monitor Progress: Track the completion status of checklist items across all initiatives in a portfolio.
  • Identify Bottlenecks: Spot initiatives or tasks stuck at low completion percentages (e.g., 0% or 25%) and investigate delays.
  • Action Planning: Use the data to prioritize follow-ups with initiative owners and drive task completion.

For Change Analysts

  • Analyze Trends: Identify patterns in checklist completion across different initiatives to forecast risks and dependencies.
  • Standardize Processes: Ensure consistency in how checklist items are completed by adhering to internal business rules.

For Executives

  • Portfolio Overview: Gain a high-level understanding of initiative progress and task completion rates within a portfolio.
  • Strategic Decision-Making: Use progress data to reallocate resources or adjust timelines to align with business objectives.

Pro Tips for Leveraging the Checklist Progress Export

  1. Set Internal Guidelines for Checklist Usage
      • Establish clear rules for what constitutes a 25%, 50%, or 100% completion rate to ensure consistency across initiatives.
  1. Focus on Key Metrics
      • Use the report to identify portfolios or initiatives that have significant delays or require additional support.
  1. Filter for Actionable Insights
      • Use filters in your spreadsheet tool to sort initiatives by progress percentage, making it easier to prioritize incomplete tasks.
  1. Communicate Results
      • Share the report with stakeholders during review meetings to provide visibility into initiative progress and foster accountability.

Key Benefits of the Checklist Progress Report

  • Enhanced Visibility: Provides a clear snapshot of initiative progress across a portfolio.
  • Improved Accountability: Encourages initiative owners to stay on track with task completion.
  • Data-Driven Decisions: Supports strategic decision-making by offering actionable insights into task progress.
Did this answer your question?
Help Center