Rag status что это

Отчет о раге

Отчет RAG (рейтинг RAG, статус RAG или оценка надежности доставки) представляет оценку состояния с использованием обозначений цвета светофора; Красный, Янтарный или Зеленый. Это дает очень визуальный и непосредственный способ выявления проблемных областей и потенциальных проблемных областей.

Точное определение разных обозначений цветов будет различаться между организациями, поэтому важно, чтобы он четко излагался, понимался и использовался последовательно. Как правило, конкретным задачам или компонентам будет присвоен статус цвета, где:

Отчеты RAG могут использоваться для различных целей, в том числе:

Отдельные предметы могут оцениваться по ряду ключевых показателей эффективности, таких как; программы, бюджета, соблюдения краткого, устойчивого, здоровья и безопасности, энергоэффективности и т. д.

Отчеты RAG не являются самоцелью и эффективны только в том случае, если они используются как способ подстрекательства к таргетингу. Некоторые организации могут принять стратегию отчетности, в которой указывается, кто должен быть проинформирован, если предмет получил янтарное или красное обозначение, и когда элементы могут нуждаться в эскалации.

Обозначения RAG могут сопровождаться дополнительной информацией, объясняющей позицию, поскольку независимые оценки могут быть вводящими в заблуждение или неинформативными, особенно на ранних стадиях проектов, где красные или янтарные обозначения могут быть предоставлены просто из-за уровня разработки проекта и неизбежная неопределенность вокруг него. Красное обозначение может не привести к сбою, если стратегии будут действовать, чтобы продвигаться к янтарному, а затем зеленому обозначению по мере продвижения проекта. Отчеты могут включать в себя предыдущие обозначения, чтобы дать представление о направлении путешествия.

В некоторых отчетах используется расширенная система освещения с пятью точками, включая обозначение зеленого / янтарного и янтарного / красного цвета, чтобы дать более точную оценку, где:

Синий иногда используется для указания того, что элемент был завершен или что ответственность передана другой организации.

NB Решение OGC Gateway 3, принятое Управлением по инфраструктуре и проектам (IPA):

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RAG Rating in Project Management and Status Reports

For close to 10 years, Weekdone has been at the forefront on bringing team management tools into the pocket of every leader. If you haven’t, check out our weekly planning and reporting software, Team Compass

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The RAG system is a popular project management method for rating status reports. Basically, it’s based on traffic lights using red, amber (yellow), and green to signify different scale ratings.

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You can flag, prioritize, and group items in your weekly status report using Weekdone’s Weekly Planning software. Click on the star to select your option.

When writing a status report it’s very important to record how a milestone, project, program, or portfolio is performing. Project managers use a RAG rating to indicate if a project is on track or at risk. Green typically indicates normal levels of production, amber indicates that production has slowed (or attention is needed), and red indicates that production has stopped or the line is down.

Using the RAG rating scale in Weekdone, there are no written rules. You can assign your own meaning to each of the colors. Some examples include:

Other Project Management Automation Strategies

Your time matters

This is why you need to automate managerial processes like goal setting and task management. That way both you and your team can focus on being effective and staying ahead of the competition.

A manager is more than an organizer

I started using automated weekly reporting when I understood that I didn’t want to be the manager who does nothing more than organize work. I wanted to accomplish impactful goals as well. It can be hard to work on personal goals, when you need to manage 20 or more employees.

To handle my team and set up everyday reporting I use the Plans, Progress, Problems (PPP) in Weekdone. PPP enables and encourages employees to report their tasks without feeling like they are wasting time. Simultaneously, this ensures that I have all the information about their work that I need. This is the automated assembly line increasing efficiency for everyone.

As. Toby Young, CTO of Ebury explains that “Real-time reporting is very important for retrospective reasons and to see what is going on, if other teams have problems, I can help”.

Getting your employees to try new project management systems

When it comes to implementing new systems at work, no-one can be left behind. It doesn’t matter if we are talking about goal setting, weekly reporting, or performance management, if even one employee doesn’t embrace the system, you will fail. For that reason, it is vital you also test new software and systems with as many people as possible right away.

Should you want to test out a new software, rest assured that Weekdone will do everything in our power to support the onboarding process. Our customer success team is happy to offer team trainings, product demos, and monthly check-ins.

This makes sure your company can maximize the benefits out of our service. If you need any help using Team Compass, don’t hesitate to contact us. We take great pride in helping teams improve their performance.

Try out RAGs for yourself in Team Compass by Weekdone

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How to use RAG Status in contract management

Shannon Greaney Nov 30, 2020 5:32:03 PM

The ability to effectively track, monitor and mitigate any risks associated with both contracts and vendors is the key to business continuity.

We’ve previously written about a number of elements that help to reduce contract issues and risk. There are plenty of moving parts such as:

Gatekeeper’s comprehensive reporting suite enables customers to track all aspects of their contracts and vendors.

In addition to these configurable reports, Gatekeeper also allows customers to make use of what we term “RAG Status” or Red / Amber / Green across their accounts.

This flexible methodology can be applied in a variety of ways to contract and vendor records to give your users a greater level of understanding and to provide focus for where action should be taken.

In this article we explore what RAG Status is, how it can be applied and provide some real RAG Status examples that you can apply within your business.

RAG is an acronym that stands for Red, Amber and Green and is based on a traffic light system. These colours, like those in (UK) traffic lights, are used to denote the status of a contract or vendor in a way that relates specifically to your business objectives and priorities.

RAG Project Status in contract management

Below is an example of how a RAG Project Status can be applied in contract management:

How does RAG Project Status work?

RAG Status provides your business with a summary of information. At a basic level Green means good, while Amber and Red colours alert you to the fact that action is required in some way.

It is not enough to simply apply colours to different scenarios across the contract and vendor portfolio. A RAG Analysis and Action Plan should also be defined to turn Reds and Ambers and Ambers into Greens. This will create accountability across the business to take corrective action as soon as possible. RAG Status reporting will allow business to keep track of issues and remedial action.

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How to define RAG Status within your business

The subjective nature of RAG Status is what makes it so widely adopted across Gatekeeper’s customers. How you define each warning colour will depend entirely on what your business’s priorities are and whether you’re working at a vendor or contract level. RAG Status can be applied to entire contracts or vendors, but it can also be applied to more specific areas such as:

For RAG Status methodology to have true meaning throughout your business, there needs to be agreement about what defines each alert level and the actions that should be taken off the back of it.

Adding a RAG Narrative to each Status can help to justify responses, build trust around the methodology, establish understanding around risk mitigation efforts and standardise internal processes when actions need to be taken.

RAG Project Status examples

At Gatekeeper, we work with customers who use the subjective nature of RAG Status and apply it in completely different ways. The colour-coded system can also be used differently at the vendor and contract level too. We’ve outlined some RAG Status examples that are applied most commonly by the business we work with.

RAG Status for contracts

StatusGreenAmberRed
RenewalsThe business is happy with the contract and likely to renew.The business plans to terminate this contract.Notice has been served on the contract and is waiting to expire.
Data capture during onboardingData is fully captured and fine.Data may be incomplete and needs reviewing.Data is missing or out of date and requires immediate attention.
Pricing performanceGood cost-to-value ratio, no action required.Expected cost-to-value ratio, the business could benefit from completing a market review.Poor cost-to-value ratio, escalation needs to take place and alternative options considered.
Delivery of contract obligationsAll obligations are being fulfilled, no action required.A small percentage of obligations aren’t being fulfilled, corrective action required.A consistent failure of obligation fulfillment. Escalation required immediately.
Data Collection typeNone required or N/A.Third Party Data.Third Party and Customer Data.

Rag Status for Vendors

StatusGreenAmberRed
ComplianceAll certificates are up-to-date and the vendor is compliant with current regulations. No action required.Key certificates or documentation are coming up to their expiry date. The Vendor Owner should reach for updated documentation.Key certificates or documentation have expired and the vendor is failing to comply with current regulations. Immediate action is required to update documents.
Vendor criticalityBusiness continuity easily achievable if vendor is no longer used/ceases to exist.Some disruption expected if the vendor is no longer used/ceases to exist. Nurturing required.Business operations could fail/be suspended if the vendor is longer used/ceases to exist. Priority should be given to this vendor.
Litigation issuesNo lawsuits/
investigations. No action required.
Pre-defined acceptable number of cases is being reached. Prepare to look for a new vendor.Pre-defined acceptable number of cases is being exceeded. Escalation and corrective action required immediately.
Vendor supply chain ratingsSupply chain health is good and vendor should be expected to meet contractual obligations.Some supply chain issues. Be prepared for potential disruption.Poor supply chain health and contract obligations likely to be unmet. Escalation required.
Vendor healthContract raised with no issues. No action required.Payment received late more than once. Extra monitoring and comms required.Service not being provided and terms under dispute. Satisfactory resolution required.

How to use RAG Status within Gatekeeper

Many businesses that are familiar with applying RAG Status to vendors and contracts captured in spreadsheets will make use of manual conditional formatting and spend time communicating the changes to relevant teams before any issues can even be escalated, let alone resolved.

RAG Status applied within Gatekeeper creates a far more seamless experience thanks to automation.

A RAG Status that is Amber or Red can be used as a Workflow Trigger within Gatekeeper’s Kanban Workflow Engine. Any of the use cases outlined above can be used to automate entire internal processes where appropriate action needs to be taken.

A notification can be immediately sent to relevant team members and stakeholders when an issue occurs and a RAG status is applied or changed, preventing any delays in escalation and protecting the business from increasing contract or vendor risk.

Any actions that are taken will be captured in a defensible audit trail, making it easy to see how and when an Amber or Red RAG Status was addressed, while creating accountability across the business.

If you want to know more about applying RAG Status to your contracts and vendors, how Gatekeeper can support your risk mitigation efforts or how to automate escalations, contact us or book your Gatekeeper demo today.

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How to use RAG Status Reporting For your Project?

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Many projects and programmes use RAG status reporting but what are the advantages and disadvantages of using Red, Amber, Green reporting. Can we trust project and programme managers to be honest when using RAG reporting for their projects? What do we mean when a project has a red status? How should senior managers respond when a project flags a red status? In this post, we will explore the practicalities of using RAG status reporting for projects, including a template RAG status report to download for free.

What is RAG Status Reporting?

RAG status reporting is used when project managers are asked to indicate, how well a project is doing using the series traffic lights. A red traffic light indicates problems, amber everything is okay, green things going well. Some status reports just use one traffic light to indicate the overall project status, but typically project status report will include indicators the things such as performance against the budget, timescales, quality, and resources. Typically RAG status reports are used to summarise more qualitative data based on planned expenditure and the project schedule. The RAG reports give an instant indication to senior management of the project status and the need to intervene if the project is going out of control.

Why Use RAG Status Reporting?

RAG status reporting is extremely effective in a program or portfolio environment because it enables the organisation to create a summary report that consolidates all the status reports from a number of projects into one simple spreadsheet (download a template below). This can be used by the senior management in the organisation to quickly identify those projects which are in trouble and need support from the organisation to address weaknesses. The danger of this approach is that it relies on the project managers being confident enough to give genuine reports on project status. This raises a cultural issue about the way we use RAG status reports as part of a project management environment and the reactions of the organisation when a project manager sets the project to red. Everyone in the organisation needs a clear indication of what red means and then they need to behave in an appropriate way to address the underlying problems in the project not just “shoot the messenger“.

Rag Status Indicators and Actions

Ideally defining tolerances which can guide the selection of the appropriate rag status. These rag status indicators can be linked to the critical success criteria for the project. In this way, the organisation can get confidence that the rag status reports are based on more than just a subjective assessment of the project status. In the table below we define some typical RAG status indicators based on performance against time, cost, quality, resources and stakeholder satisfaction. Clearly these indicators will be different organisations because they have different sensitivities to overspends or delays in project delivery depending on the market the organisation serves.

Rag StatusStatus IndicatorsActions
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Red
A red indicator usually means one or more of the following

The Disadvantage of RAG Reporting

One of the main disadvantages RAG reporting is lack of trust in the traffic lights reported by project managers. This stems from two factors first project managers may not have the confidence or the understanding of the project status to identify will project is heading to red. This may be because they lack information from the project control systems or there is ineffective reporting from the work package managers and/or contractors. One way in which project managers can get confidence in information now been provided is by doing project assurance reviews and surveillance reviews to make sure the information been provided to the project manager is fair and accurate. Without this confidence in information project managers have then is a tendency to play safe and report project is green when in fact it should really be amber or red. This is another example of optimism bias which the natural tendency to assume things are going to turn out for the good in the absence of direct evidence the contrary. A second reason why project managers may resist setting a project to red is that they fear the reaction of senior managers to the news that the project has gone out of control. They feel it’s better to stay on green so they can sort out the problems themselves than highlight the project as red which will generate lots of additional interest and questions about the project. To counter this senior managers need to respond an appropriate way to the traffic light red. This should adopt a problem-solving approach working with the project manager to identify the root causes of the difficulties facing the project. Often these root causes lie outside the direct control of the project manager such as interference external stakeholders, lack of resources or failure of another project in my organisation to produce deliverables on which this project depends.

Practical Hints and Tips

So if you want to use RAG reporting for your projects, portfolios or programmes while the steps to follow.

Download Template RAG Status Report

I have designed a simple RAG status report that you can download here; It’s based on the guidance from the APM and PMI bodies of Knowledge.

It includes sections for

You can download the sheet in excel here or a PDF view here No warranty or guarantee is implied by this free download, but it should get you going on RAG status reporting.

Please do let me know how you get on with this template and get in touch if you need further assistance seeing up the systems and processes for RAG status reporting.

We do hope you found this blog post useful and if you have any further questions about the use of RAG status reports please do get in touch with Parallel Project Training.

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