{"id":750,"date":"2019-03-04T12:28:06","date_gmt":"2019-03-04T12:28:06","guid":{"rendered":"https:\/\/blogs.shu.ac.uk\/shaping\/?page_id=750"},"modified":"2019-03-04T13:54:42","modified_gmt":"2019-03-04T13:54:42","slug":"report-templates","status":"publish","type":"page","link":"https:\/\/blogs.shu.ac.uk\/shaping\/report-templates\/","title":{"rendered":"Report Templates"},"content":{"rendered":"<p>The Templates\u00a0are specific to each board.\u00a0 The\u00a0Shaping Futures\u00a0templates\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\/SF%20Initiative%20Report%20TEMPLATE.docx\" target=\"_blank\" rel=\"noopener\">Initiative Report Template<\/a><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\"><br \/>\n<\/a><\/h2>\n<p><a href=\"https:\/\/portal.shu.ac.uk\/departments\/bis\/pt\/PIP\/PIPW1\/Draft%20Programme%20Board%20Papers\/SF%20Initiative%20Report%20TEMPLATE.docx\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" data-attachment-id=\"389\" data-permalink=\"https:\/\/blogs.shu.ac.uk\/shaping\/reporting\/sf-i-report\/#main\" data-orig-file=\"https:\/\/i0.wp.com\/blogs.shu.ac.uk\/shaping\/files\/2018\/05\/SF-I-Report.jpg?fit=1082%2C755&amp;ssl=1\" data-orig-size=\"1082,755\" 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;1525283652&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=\"SF I Report\" data-image-description=\"\" data-image-caption=\"\" data-large-file=\"https:\/\/i0.wp.com\/blogs.shu.ac.uk\/shaping\/files\/2018\/05\/SF-I-Report.jpg?fit=700%2C489&amp;ssl=1\" class=\"size-medium wp-image-389 alignright\" src=\"https:\/\/i0.wp.com\/blogs.shu.ac.uk\/shaping\/files\/2018\/05\/SF-I-Report-300x209.jpg?resize=300%2C209&#038;ssl=1\" alt=\"\" width=\"300\" height=\"209\" srcset=\"https:\/\/i0.wp.com\/blogs.shu.ac.uk\/shaping\/files\/2018\/05\/SF-I-Report.jpg?resize=300%2C209&amp;ssl=1 300w, https:\/\/i0.wp.com\/blogs.shu.ac.uk\/shaping\/files\/2018\/05\/SF-I-Report.jpg?resize=768%2C536&amp;ssl=1 768w, https:\/\/i0.wp.com\/blogs.shu.ac.uk\/shaping\/files\/2018\/05\/SF-I-Report.jpg?resize=1024%2C715&amp;ssl=1 1024w, https:\/\/i0.wp.com\/blogs.shu.ac.uk\/shaping\/files\/2018\/05\/SF-I-Report.jpg?w=1082&amp;ssl=1 1082w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/a>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 Claire Ward<\/li>\n<\/ul>\n<h2><a href=\"https:\/\/portal.shu.ac.uk\/departments\/bis\/pt\/PIP\/PIPW1\/Draft%20Programme%20Board%20Papers\/SF%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\/SF%20Work%20stream%20Report%20TEMPLATE.docx\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" data-attachment-id=\"391\" data-permalink=\"https:\/\/blogs.shu.ac.uk\/shaping\/reporting\/sf-ws\/#main\" data-orig-file=\"https:\/\/i0.wp.com\/blogs.shu.ac.uk\/shaping\/files\/2018\/05\/SF-WS.jpg?fit=1076%2C755&amp;ssl=1\" data-orig-size=\"1076,755\" 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;1525283687&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=\"SF WS\" data-image-description=\"\" data-image-caption=\"\" data-large-file=\"https:\/\/i0.wp.com\/blogs.shu.ac.uk\/shaping\/files\/2018\/05\/SF-WS.jpg?fit=700%2C492&amp;ssl=1\" class=\"size-medium wp-image-391 alignleft\" src=\"https:\/\/i0.wp.com\/blogs.shu.ac.uk\/shaping\/files\/2018\/05\/SF-WS-300x211.jpg?resize=300%2C211&#038;ssl=1\" alt=\"\" width=\"300\" height=\"211\" srcset=\"https:\/\/i0.wp.com\/blogs.shu.ac.uk\/shaping\/files\/2018\/05\/SF-WS.jpg?resize=300%2C211&amp;ssl=1 300w, https:\/\/i0.wp.com\/blogs.shu.ac.uk\/shaping\/files\/2018\/05\/SF-WS.jpg?resize=768%2C539&amp;ssl=1 768w, https:\/\/i0.wp.com\/blogs.shu.ac.uk\/shaping\/files\/2018\/05\/SF-WS.jpg?resize=1024%2C719&amp;ssl=1 1024w, https:\/\/i0.wp.com\/blogs.shu.ac.uk\/shaping\/files\/2018\/05\/SF-WS.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 (PBR) 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\/SF%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\/SF%20PBR%20Page%20TEMPLATE.docx\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" data-attachment-id=\"390\" data-permalink=\"https:\/\/blogs.shu.ac.uk\/shaping\/reporting\/sf-pbr\/#main\" data-orig-file=\"https:\/\/i0.wp.com\/blogs.shu.ac.uk\/shaping\/files\/2018\/05\/SF-PBR.jpg?fit=1080%2C755&amp;ssl=1\" data-orig-size=\"1080,755\" 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;1525283615&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=\"SF PBR\" data-image-description=\"\" data-image-caption=\"\" data-large-file=\"https:\/\/i0.wp.com\/blogs.shu.ac.uk\/shaping\/files\/2018\/05\/SF-PBR.jpg?fit=700%2C489&amp;ssl=1\" class=\"size-medium wp-image-390 alignright\" src=\"https:\/\/i0.wp.com\/blogs.shu.ac.uk\/shaping\/files\/2018\/05\/SF-PBR-300x210.jpg?resize=300%2C210&#038;ssl=1\" alt=\"\" width=\"300\" height=\"210\" srcset=\"https:\/\/i0.wp.com\/blogs.shu.ac.uk\/shaping\/files\/2018\/05\/SF-PBR.jpg?resize=300%2C210&amp;ssl=1 300w, https:\/\/i0.wp.com\/blogs.shu.ac.uk\/shaping\/files\/2018\/05\/SF-PBR.jpg?resize=768%2C537&amp;ssl=1 768w, https:\/\/i0.wp.com\/blogs.shu.ac.uk\/shaping\/files\/2018\/05\/SF-PBR.jpg?resize=1024%2C716&amp;ssl=1 1024w, https:\/\/i0.wp.com\/blogs.shu.ac.uk\/shaping\/files\/2018\/05\/SF-PBR.jpg?w=1080&amp;ssl=1 1080w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/a>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<p>&nbsp;<\/p>\n<h2>Useful Links<\/h2>\n<ul>\n<li>\n<h3><a href=\"https:\/\/blogs.shu.ac.uk\/shaping\/reporting\/\">Shaping Futures\u00a0Reporting Overview<\/a><\/h3>\n<\/li>\n<li>\n<h3><a href=\"https:\/\/blogs.shu.ac.uk\/shaping\/explanation-of-the-templates\/\">Explanation of the different Templates<\/a><\/h3>\n<\/li>\n<li>\n<h3><a href=\"https:\/\/blogs.shu.ac.uk\/shaping\/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\/shaping\/explanation-of-reporting-roles\/\">Explanation of Reporting Roles<\/a><\/h3>\n<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>The Templates\u00a0are specific to each board.\u00a0 The\u00a0Shaping Futures\u00a0templates\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 be careful to ensure you&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-750","page","type-page","status-publish","hentry"],"jetpack_sharing_enabled":true,"jetpack_shortlink":"https:\/\/wp.me\/P9xEmc-c6","jetpack-related-posts":[{"id":751,"url":"https:\/\/blogs.shu.ac.uk\/shaping\/explanation-of-the-templates\/","url_meta":{"origin":750,"position":0},"title":"Explanation of the Templates","author":"Rachel Parnham","date":"March 4, 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":377,"url":"https:\/\/blogs.shu.ac.uk\/shaping\/reporting\/","url_meta":{"origin":750,"position":1},"title":"Reporting","author":"Rachel Parnham","date":"May 2, 2018","format":false,"excerpt":"\u00a0 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\u2026","rel":"","context":"Similar post","block_context":{"text":"Similar post","link":""},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":753,"url":"https:\/\/blogs.shu.ac.uk\/shaping\/explanation-of-reporting-roles\/","url_meta":{"origin":750,"position":2},"title":"Explanation of Reporting Roles","author":"Rachel Parnham","date":"March 4, 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":752,"url":"https:\/\/blogs.shu.ac.uk\/shaping\/reporting-timings-schedule-to-july-2019\/","url_meta":{"origin":750,"position":3},"title":"Reporting\/Timings Schedule to July 2019","author":"Rachel Parnham","date":"March 4, 2019","format":false,"excerpt":"Reporting Timings The timings for each stage of the\u00a0Shaping Futures\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: ! Portfolio Co-ordination and\u2026","rel":"","context":"Similar post","block_context":{"text":"Similar post","link":""},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":557,"url":"https:\/\/blogs.shu.ac.uk\/shaping\/summaries\/18-october-2018\/","url_meta":{"origin":750,"position":4},"title":"18 October 2018","author":"Rachel Parnham","date":"October 26, 2018","format":false,"excerpt":"Summary\u00a0from the October Board You can download this one page summary document here Shaping Futures New Plan The latest plan for Shaping Futures' focus for 2018\/19 is available here. TEF (Subject and Institutional), the Student Support triangle as well as Student mental health and wellbeing were identified as important areas\u2026","rel":"","context":"Similar post","block_context":{"text":"Similar post","link":""},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/blogs.shu.ac.uk\/shaping\/files\/2018\/10\/SF-Overview-1819-1-300x213.jpg?resize=350%2C200&ssl=1","width":350,"height":200},"classes":[]},{"id":164,"url":"https:\/\/blogs.shu.ac.uk\/shaping\/25-july-2017\/","url_meta":{"origin":750,"position":5},"title":"25 July 2017","author":"Rachel Parnham","date":"February 5, 2018","format":false,"excerpt":"Key discussion points and outcomes Pillar immediate priorities overview \/refresh Christina Hughes, Board Chair, revisited the immediate priorities and gave progress updates. Joe Rennie, Director of Registry Services, was asked to circulate an update on the development of the Portfolio (Course) Review Framework and in particular the areas of focus.\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\/shaping\/wp-json\/wp\/v2\/pages\/750","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/blogs.shu.ac.uk\/shaping\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/blogs.shu.ac.uk\/shaping\/wp-json\/wp\/v2\/types\/page"}],"replies":[{"embeddable":true,"href":"https:\/\/blogs.shu.ac.uk\/shaping\/wp-json\/wp\/v2\/comments?post=750"}],"version-history":[{"count":10,"href":"https:\/\/blogs.shu.ac.uk\/shaping\/wp-json\/wp\/v2\/pages\/750\/revisions"}],"predecessor-version":[{"id":785,"href":"https:\/\/blogs.shu.ac.uk\/shaping\/wp-json\/wp\/v2\/pages\/750\/revisions\/785"}],"wp:attachment":[{"href":"https:\/\/blogs.shu.ac.uk\/shaping\/wp-json\/wp\/v2\/media?parent=750"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}