Templates › AI programme health report
AI programme health report
Template id: programme-health-report
Responsible skill: programme-management:programme-health. Cost and capacity come from programme-management:budget-and-capacity, risks from programme-management:programme-risk-log and gate status from programme-management:stage-gates.
How to use this template: rate each dimension against the criteria your programme board has agreed, and publish those criteria with the report. Rate a dimension grey when there is no evidence, never green by default. Report adoption at team or role level above your agreed minimum group size, and never include individual usage, performance or attendance. Reviewer findings are reported exactly as the reviewer classified them. Every fact not yet available stays marked [To confirm: ...].
1. Report details
| Field | Value |
|---|---|
| Programme | [To confirm: name] |
| Reporting period | [To confirm: period] |
| Prepared by (role) | [To confirm: role] |
| For | [To confirm: programme board, sponsor or portfolio board] |
| Overall health | [To confirm: green / amber / red] |
| Change since last report | [To confirm: improved / unchanged / worse] |
2. Summary
Three to five sentences: where the programme stands against its outcomes, the main reason for the overall rating, and the decisions the board is asked to take.
[To confirm: summary]
3. Health by dimension
| Dimension | Rating (green, amber, red, grey) | Evidence | Narrative (what, why, what is being done) |
|---|---|---|---|
| Outcomes | [To confirm] | [To confirm: measure and source] | [To confirm] |
| Schedule | [To confirm] | [To confirm: baseline and forecast] | [To confirm] |
| Cost | [To confirm] | [To confirm: actuals, forecast, variance] | [To confirm] |
| Capacity | [To confirm] | [To confirm: scarce roles over commitment] | [To confirm] |
| Risk | [To confirm] | [To confirm: risks above threshold] | [To confirm] |
| Adoption | [To confirm] | [To confirm: team or role level measures] | [To confirm] |
| Quality and assurance | [To confirm] | [To confirm: gate outcomes, evaluation results, open findings] | [To confirm] |
| Governance | [To confirm] | [To confirm: decision latency, decisions reopened] | [To confirm] |
| Stakeholder confidence | [To confirm] | [To confirm: engagement of sponsor, owners and functions] | [To confirm] |
Overall rule: red if outcomes or quality and assurance are red, or if two other dimensions are red; amber if any dimension is red or three are amber; otherwise green. [To confirm: any variation agreed by the board.]
Fictional example row, for illustration only:
| Dimension | Rating | Evidence | Narrative |
|---|---|---|---|
| Adoption | Amber | Scenario use rising in two of four pilot teams; flat in the others | Flat teams launched without manager briefings; adoption lead scheduling briefings this month |
4. Milestones and gates
| Milestone or gate | Baseline date | Forecast | Status | Comment |
|---|---|---|---|---|
| [To confirm] | [To confirm] | [To confirm] | [To confirm] | [To confirm] |
5. Top risks and issues
| Ref | Risk or issue | Score or severity | Owner (role) | Response | Due |
|---|---|---|---|---|---|
| [To confirm] | [To confirm] | [To confirm] | [To confirm] | [To confirm] | [To confirm] |
6. Reviewer findings affecting the programme
| Solution | Reviewer | Finding | Classification (as given by the reviewer) | Effect on plan |
|---|---|---|---|---|
| [To confirm] | [To confirm] | [To confirm] | [To confirm: blocking / advisory] | [To confirm] |
7. Corrective actions
| Action | Dimension | Owner (role) | Due | Expected effect | Status since last report |
|---|---|---|---|---|---|
| [To confirm] | [To confirm] | [To confirm] | [To confirm] | [To confirm] | [To confirm] |
8. Decisions required
| Decision | Options | Recommendation | Decision owner | Needed by |
|---|---|---|---|---|
| [To confirm] | [To confirm] | [To confirm] | [To confirm] | [To confirm] |
9. Recovery plan (complete only when overall health is red)
| Field | Value |
|---|---|
| Cause | [To confirm] |
| Options (re-sequence, reduce scope, add capacity, pause, stop) | [To confirm] |
| Recommendation and effect on outcomes | [To confirm] |
| Decision required from the sponsor and by when | [To confirm] |
10. Rating criteria in use
[To confirm: attach or link the red, amber and green criteria agreed by the board for each dimension.]
Credit: Template from CopilotForge by Simon Foote (https://github.com/SimonFoote-greensparx/CopilotForge), licensed under CC BY 4.0. Keep this credit when you share or adapt the template; in your own completed document you may keep it as a footer or remove it.