How to conduct delivery reports

Our goal is to allocate resources efficiently, assign the right staff to the right tasks, and address issues appropriately. At a high level, our delivery report will answer three key questions:

1. Did we help the client achieve their targets?
2. How did the team perform?
3. Are there any problems that need to be resolved?

Below is the process that our delivery team follows to answer these questions effectively:

Data Gathering

Artifact Collection

Collect the proof of work each project team delivered during the month. This includes:

• Demo materials (videos, screenshots)
• Updated project charters, documents, diagrams, and source code
• Logs of roadblocks, issues, and technical debts

From this process, we also observe and gather potential problems, both technical and managerial.

Team Performance

Evaluate the team’s performance based on the following criteria:

• Do account managers advocate for and ensure the interests of the client?
• Do tech leads/project managers consult with the client on development matters?
• Do tech leads/project managers ensure delivery quality and effective team management?
• Assess each team member’s performance and workload (to be discussed with team leads).

Project Priority

Assess the importance of each project based on factors such as:

• Deal size
• Potential to open new opportunities
• Strategic partnerships

Conducting the Report

Once all data is collected, we compile it into a report with highlights for the following items:

• Project Sorting by Importance: Rank projects based on their priority and significance to our overall goals.
• Client Happiness and Performance Ratings: Rate client satisfaction, lead performance, and account performance on a scale of 1 to 5.
• Issues and Resolutions Logs: Document any issues encountered and the resolutions implemented.