{"id":414,"date":"2019-03-05T12:04:34","date_gmt":"2019-03-05T12:04:34","guid":{"rendered":"https:\/\/blogs.shu.ac.uk\/building\/?page_id=414"},"modified":"2019-03-05T12:29:52","modified_gmt":"2019-03-05T12:29:52","slug":"report-templates","status":"publish","type":"page","link":"https:\/\/blogs.shu.ac.uk\/building\/report-templates\/","title":{"rendered":"Report Templates"},"content":{"rendered":"<h2 class=\"entry-title\">Report Templates<\/h2>\n<p><!-- .entry-header --><\/p>\n<div class=\"entry-content\">\n<p>The Templates\u00a0are specific to each board.\u00a0 The\u00a0Building a Great University templates\u00a0are available below.<\/p>\n<p>By using these links provided each time\u00a0a template is needed, you have access to the most up to date versions.\u00a0 Amendments will be kept to the very minimum but are sometimes unavoidable due to a need for certain information.<\/p>\n<p>Please be careful to ensure you don\u2019t save your completed reports over the templates as this will impede future use by all SROs and yourself.<\/p>\n<h2><a href=\"https:\/\/portal.shu.ac.uk\/departments\/bis\/pt\/PIP\/PIPW1\/Draft%20Programme%20Board%20Papers\/BGU%20Initiative%20Report%20TEMPLATE.docx\" target=\"_blank\" rel=\"noopener\">Initiative Report Template<\/a><\/h2>\n<p><a href=\"https:\/\/portal.shu.ac.uk\/departments\/bis\/pt\/PIP\/PIPW1\/Draft%20Programme%20Board%20Papers\/BGU%20Initiative%20Report%20TEMPLATE.docx\" target=\"_blank\" rel=\"noopener\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" data-attachment-id=\"297\" data-permalink=\"https:\/\/blogs.shu.ac.uk\/building\/reporting\/bgu-i-r\/#main\" data-orig-file=\"https:\/\/i0.wp.com\/blogs.shu.ac.uk\/building\/files\/2018\/04\/BGU-I-R.jpg?fit=1078%2C753&amp;ssl=1\" data-orig-size=\"1078,753\" data-comments-opened=\"1\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;Parnham, Rachel&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;1525095406&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}\" data-image-title=\"BGU I R\" data-image-description=\"\" data-image-caption=\"\" data-large-file=\"https:\/\/i0.wp.com\/blogs.shu.ac.uk\/building\/files\/2018\/04\/BGU-I-R.jpg?fit=700%2C489&amp;ssl=1\" class=\"wp-image-297 size-medium alignright\" src=\"https:\/\/i0.wp.com\/blogs.shu.ac.uk\/building\/files\/2018\/04\/BGU-I-R-300x210.jpg?resize=300%2C210&#038;ssl=1\" alt=\"\" width=\"300\" height=\"210\" srcset=\"https:\/\/i0.wp.com\/blogs.shu.ac.uk\/building\/files\/2018\/04\/BGU-I-R.jpg?resize=300%2C210&amp;ssl=1 300w, https:\/\/i0.wp.com\/blogs.shu.ac.uk\/building\/files\/2018\/04\/BGU-I-R.jpg?resize=768%2C536&amp;ssl=1 768w, https:\/\/i0.wp.com\/blogs.shu.ac.uk\/building\/files\/2018\/04\/BGU-I-R.jpg?resize=1024%2C715&amp;ssl=1 1024w, https:\/\/i0.wp.com\/blogs.shu.ac.uk\/building\/files\/2018\/04\/BGU-I-R.jpg?w=1078&amp;ssl=1 1078w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/a><\/p>\n<p>Key Points to consider when completing the Initiative \/ Work steam\u00a0Reports<\/p>\n<ul>\n<li>More granular level of detail to enable monitoring of operational activities against plan<\/li>\n<li>Escalation of operational risks and issues<\/li>\n<li>Monitoring the impact the change will have<\/li>\n<li>Monitoring spend against budget<\/li>\n<li>Email completed reports\u00a0to ! Portfolio Co-ordination and Jo Solecki<\/li>\n<\/ul>\n<h2><a href=\"https:\/\/portal.shu.ac.uk\/departments\/bis\/pt\/PIP\/PIPW1\/Draft%20Programme%20Board%20Papers\/BGU%20Work%20stream%20Report%20TEMPLATE.docx\" target=\"_blank\" rel=\"noopener\">Work Stream Report Template<\/a><\/h2>\n<p><a href=\"https:\/\/portal.shu.ac.uk\/departments\/bis\/pt\/PIP\/PIPW1\/Draft%20Programme%20Board%20Papers\/BGU%20Work%20stream%20Report%20TEMPLATE.docx\" target=\"_blank\" rel=\"noopener\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" data-attachment-id=\"298\" data-permalink=\"https:\/\/blogs.shu.ac.uk\/building\/reporting\/bgu-wsr\/#main\" data-orig-file=\"https:\/\/i0.wp.com\/blogs.shu.ac.uk\/building\/files\/2018\/04\/BGU-WSR.jpg?fit=1076%2C754&amp;ssl=1\" data-orig-size=\"1076,754\" data-comments-opened=\"1\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;Parnham, Rachel&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;1525095576&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}\" data-image-title=\"BGU WSR\" data-image-description=\"\" data-image-caption=\"\" data-large-file=\"https:\/\/i0.wp.com\/blogs.shu.ac.uk\/building\/files\/2018\/04\/BGU-WSR.jpg?fit=700%2C491&amp;ssl=1\" class=\"size-medium wp-image-298 alignleft\" src=\"https:\/\/i0.wp.com\/blogs.shu.ac.uk\/building\/files\/2018\/04\/BGU-WSR-300x210.jpg?resize=300%2C210&#038;ssl=1\" alt=\"\" width=\"300\" height=\"210\" srcset=\"https:\/\/i0.wp.com\/blogs.shu.ac.uk\/building\/files\/2018\/04\/BGU-WSR.jpg?resize=300%2C210&amp;ssl=1 300w, https:\/\/i0.wp.com\/blogs.shu.ac.uk\/building\/files\/2018\/04\/BGU-WSR.jpg?resize=768%2C538&amp;ssl=1 768w, https:\/\/i0.wp.com\/blogs.shu.ac.uk\/building\/files\/2018\/04\/BGU-WSR.jpg?resize=1024%2C718&amp;ssl=1 1024w, https:\/\/i0.wp.com\/blogs.shu.ac.uk\/building\/files\/2018\/04\/BGU-WSR.jpg?w=1076&amp;ssl=1 1076w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/a><\/p>\n<p>The Initiative and Work stream reports are aggregated into Pillar Board Reports by Strategic Portfolio and Business Change (SPBC) including the adding of Financials.<\/p>\n<h2><\/h2>\n<h2><a href=\"https:\/\/portal.shu.ac.uk\/departments\/bis\/pt\/PIP\/PIPW1\/Draft%20Programme%20Board%20Papers\/BGU%20PBR%20Page%20TEMPLATE.docx\" target=\"_blank\" rel=\"noopener\">Pillar Board Report Template<\/a> (for information only)<\/h2>\n<p><a href=\"https:\/\/portal.shu.ac.uk\/departments\/bis\/pt\/PIP\/PIPW1\/Draft%20Programme%20Board%20Papers\/BGU%20PBR%20Page%20TEMPLATE.docx\" target=\"_blank\" rel=\"noopener\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" data-attachment-id=\"300\" data-permalink=\"https:\/\/blogs.shu.ac.uk\/building\/reporting\/bgu-pbr\/#main\" data-orig-file=\"https:\/\/i0.wp.com\/blogs.shu.ac.uk\/building\/files\/2018\/04\/BGU-PBR.jpg?fit=1079%2C752&amp;ssl=1\" data-orig-size=\"1079,752\" data-comments-opened=\"1\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;Parnham, Rachel&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;1525096234&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}\" data-image-title=\"BGU PBR\" data-image-description=\"\" data-image-caption=\"\" data-large-file=\"https:\/\/i0.wp.com\/blogs.shu.ac.uk\/building\/files\/2018\/04\/BGU-PBR.jpg?fit=700%2C488&amp;ssl=1\" class=\"size-medium wp-image-300 alignright\" src=\"https:\/\/i0.wp.com\/blogs.shu.ac.uk\/building\/files\/2018\/04\/BGU-PBR-300x209.jpg?resize=300%2C209&#038;ssl=1\" alt=\"\" width=\"300\" height=\"209\" srcset=\"https:\/\/i0.wp.com\/blogs.shu.ac.uk\/building\/files\/2018\/04\/BGU-PBR.jpg?resize=300%2C209&amp;ssl=1 300w, https:\/\/i0.wp.com\/blogs.shu.ac.uk\/building\/files\/2018\/04\/BGU-PBR.jpg?resize=768%2C535&amp;ssl=1 768w, https:\/\/i0.wp.com\/blogs.shu.ac.uk\/building\/files\/2018\/04\/BGU-PBR.jpg?resize=1024%2C714&amp;ssl=1 1024w, https:\/\/i0.wp.com\/blogs.shu.ac.uk\/building\/files\/2018\/04\/BGU-PBR.jpg?w=1079&amp;ssl=1 1079w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/a><\/p>\n<p>Key Points considered by SPBC when aggregating the PBRs<\/p>\n<ul>\n<li>Summary of Initiative taken from &#8216;Overall progress and impact&#8221; top box on Initiative Report<\/li>\n<li>Reporting of exceptions against planned activities<\/li>\n<li>Any evidence of the impact that the change will have towards overall target (early indicators, proxy indicators etc<\/li>\n<li>Risks and issues that cannot be managed at an operational level<\/li>\n<li>Performance against budget<\/li>\n<\/ul>\n<\/div>\n<h2>Useful Links<\/h2>\n<ul>\n<li>\n<h3><a href=\"https:\/\/blogs.shu.ac.uk\/building\/reporting\/\">Building a Great University Reporting Overview<\/a><\/h3>\n<\/li>\n<li>\n<h3><a href=\"https:\/\/blogs.shu.ac.uk\/building\/explanation-of-the-templates\/\">Explanation of the different Templates<\/a><\/h3>\n<\/li>\n<li>\n<h3><a href=\"https:\/\/blogs.shu.ac.uk\/building\/reporting-timings-schedule-to-july-2019\/\">Reporting Timings\/Schedule to July 2019<\/a><\/h3>\n<\/li>\n<li>\n<h3><a href=\"https:\/\/blogs.shu.ac.uk\/building\/explanation-of-reporting-roles\/\">Explanation of Reporting Roles<\/a><\/h3>\n<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Report Templates The Templates\u00a0are specific to each board.\u00a0 The\u00a0Building a Great University templates\u00a0are available below. By using these links provided each time\u00a0a template is needed, you have access to the most up to date versions.\u00a0 Amendments will be kept to the very minimum but are sometimes unavoidable due to a need for certain information. Please&hellip;<\/p>\n","protected":false},"author":887,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-414","page","type-page","status-publish","hentry"],"jetpack_sharing_enabled":true,"jetpack_shortlink":"https:\/\/wp.me\/P9xSt9-6G","jetpack-related-posts":[{"id":415,"url":"https:\/\/blogs.shu.ac.uk\/building\/explanation-of-the-templates\/","url_meta":{"origin":414,"position":0},"title":"Explanation of the Templates","author":"Rachel Parnham","date":"March 5, 2019","format":false,"excerpt":"Reporting Streams Report Name Operational \u00a0\/ Strategic Focus Responsible Initiative\u00a0Report Operational Detailed\u00a0reports used by\u00a0the Initiative's\u00a0governance group for reviewing monthly progress against plans and milestones Senior Response Officer (SRO)* Work stream Report Operational Similar focus to initiative report Project Managers \/ Work stream leads Pillar Board Report (PBR) Strategic An overview\u2026","rel":"","context":"Similar post","block_context":{"text":"Similar post","link":""},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":281,"url":"https:\/\/blogs.shu.ac.uk\/building\/reporting\/","url_meta":{"origin":414,"position":1},"title":"Reporting","author":"Rachel Parnham","date":"April 27, 2018","format":false,"excerpt":"From April 2018 the Strategy Pillar Boards are all held in the same week of each month to help provide a simpler monthly cycle of reporting to remove duplication and provide clarity review by the Pillar Board before going to University Leadership Team (ULT) Monthly updates are provided through a\u2026","rel":"","context":"Similar post","block_context":{"text":"Similar post","link":""},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":417,"url":"https:\/\/blogs.shu.ac.uk\/building\/explanation-of-reporting-roles\/","url_meta":{"origin":414,"position":2},"title":"Explanation of Reporting Roles","author":"Rachel Parnham","date":"March 5, 2019","format":false,"excerpt":"Reporting Roles What? Work stream Report Initiative Report Pillar Board Report ULT UPR Board of Governors UPR Responsible (Compiles) Work stream Lead (Project Manager \/ Work stream lead) SRO (Project Manager \/ SRO) Pillar Board Chair (SPBC) SPI \u00a0 SPI Signs off SRO ULT Lead Pillar Board Chair n\/a Vice-Chancellor\u2026","rel":"","context":"Similar post","block_context":{"text":"Similar post","link":""},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":416,"url":"https:\/\/blogs.shu.ac.uk\/building\/reporting-timings-schedule-to-july-2019\/","url_meta":{"origin":414,"position":3},"title":"Reporting\/Timings Schedule to July 2019","author":"Rachel Parnham","date":"March 5, 2019","format":false,"excerpt":"Reporting Timings The timings for each stage of the\u00a0Building a Great University (BAGU)\u00a0reporting requirements for the remainder of the 2018-19 academic year are provided.\u00a0 If you have any queries please contact ! Portfolio Co-ordination. Requirements \/ Timings March April May June July Initiative and Work stream Reports submitted to: !\u2026","rel":"","context":"Similar post","block_context":{"text":"Similar post","link":""},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":135,"url":"https:\/\/blogs.shu.ac.uk\/building\/12-december-2017\/","url_meta":{"origin":414,"position":4},"title":"12 December 2017","author":"Rachel Parnham","date":"February 12, 2018","format":false,"excerpt":"Key discussion points and outcomes \u00a0 Monthly Performance Report The Academic Framework proposal will be presented to ULT mid December and is expected to be signed off at Board of Governors in January. Progress report IT Roadmap The board received and approved a business case for CRM.\u00a0 SPBC\/DTS\/PSOM and other\u2026","rel":"","context":"Similar post","block_context":{"text":"Similar post","link":""},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":310,"url":"https:\/\/blogs.shu.ac.uk\/building\/13-february-2018\/","url_meta":{"origin":414,"position":5},"title":"13 February 2018","author":"Rachel Parnham","date":"February 20, 2018","format":false,"excerpt":"Key discussion points and outcomes \u00a0 Monthly Performance Report DTS Technology Strategy - CRM procurement exercise underway. The Campus Masterplan (previsouly named Estates Masterplan) is on track PSOM is proceeding to plan. Major milestone was reached at the end of January. The current focus is on completing design work for\u2026","rel":"","context":"Similar post","block_context":{"text":"Similar post","link":""},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]}],"_links":{"self":[{"href":"https:\/\/blogs.shu.ac.uk\/building\/wp-json\/wp\/v2\/pages\/414","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/blogs.shu.ac.uk\/building\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/blogs.shu.ac.uk\/building\/wp-json\/wp\/v2\/types\/page"}],"replies":[{"embeddable":true,"href":"https:\/\/blogs.shu.ac.uk\/building\/wp-json\/wp\/v2\/comments?post=414"}],"version-history":[{"count":4,"href":"https:\/\/blogs.shu.ac.uk\/building\/wp-json\/wp\/v2\/pages\/414\/revisions"}],"predecessor-version":[{"id":437,"href":"https:\/\/blogs.shu.ac.uk\/building\/wp-json\/wp\/v2\/pages\/414\/revisions\/437"}],"wp:attachment":[{"href":"https:\/\/blogs.shu.ac.uk\/building\/wp-json\/wp\/v2\/media?parent=414"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}