Template — Project Weather
The templateProject Weather used to pilot a portfolio of projects In a simple and visual way: where is each project at, is it improving or deteriorating, what is the level of progress, and what are the upcoming milestones.
What is the purpose of this template?
- To have a overview of all your projects (weekly review / steering committee / portfolio committee).
- Quickly view the weather report (risks / hard points) and the tendency (Is it improving or not?)
- Follow the maturity, L'advancement, THE planning and the key milestones.
- Prioritize the topics (priority) and clarify who is responsible for each one. responsible.
What the template contains
A “projects” database with 5 ready-to-use views:
- Portfolio 📚 (maps)
- List of projects (painting)
- Response to the challenges (maps)
- Planning (planning)
- Roadmap (metro lines)
Board structure
You manage a list of projects, and each card/line corresponds to a project. The idea: to regularly update the bare minimum (weather + trend + progress), and to complete as things go along (milestones, notes, budget, effort).
Template properties (fields)
| Champ | Type | À quoi ça sert | Exemple |
|---|---|---|---|
| Projet | Texte | Nom du projet | “Refonte onboarding” |
| Description | Texte riche | Résumé clair du projet | Contexte + objectif |
| Gains attendus | Texte riche | Valeur attendue / bénéfices | ROI, impacts métiers |
| Notes sur exécution | Texte riche | Points de suivi / notes de pilotage | décisions, risques, etc. |
| Enjeux | Tag | Regrouper vos projets par enjeux | Business, Innovation… |
| Service | Tag | À quel service / périmètre rattacher | PROD, COMMERCE, DSI… |
| Responsable | Utilisateur | Owner(s) du projet | @Prénom Nom |
| Status (Maturité) | Tag | Stade du projet | À lancer / Planification / Conception / Déploiement / RUN… |
| Avancement | % (avec barre) | Progression du projet | 0 → 100% |
| Météo | Tag (emoji) | Santé globale du projet | ☀️ Tout va bien / ⛅ Prudence / ☁️ Pas facile / 🌧️ Difficultés / ⛈️ Conflit |
| Tendance | Tag (flèches) | Évolution depuis la dernière revue | ↑ ↗ → ↘ ↓ |
| Priorité | Tag (icône) | Priorisation rapide | 1️⃣ Crucial / 2️⃣ Important / 3️⃣ Pas prioritaire |
| Démarrage | Date | Date de début (ou prévue) | 2025-01-15 |
| Durée estimée | Durée (jours) | Durée prévisionnelle | 30 jours |
| Jalons clés | Checklist (jalons) | Jalons visibles dans le planning | Kickoff, Go/No-Go… |
| OpEX | Nombre (K€) | Coûts récurrents estimés | 15 K€ |
| Setup | Nombre (K€) | Coûts de mise en place / one-shot | 40 K€ |
| Effort | Nombre (J/H) | Charge estimée | 120 J/H |
| Illustration | Fichier (image) | Image de couverture des cartes | visuel du projet |
| Désirabilité | Note (❤️/5) | “Appétence”/attractivité | 4/5 |
| Date dernière MAJ | Auto | Dernière mise à jour | Automatique |
Ready-to-use views
Portfolio 📚 (map view)
- “Quick piloting” view: projects are navigated like a tracking wall.
- The cards highlight: weather report, advancement, service and visual.
- Very useful for a portfolio review or a short meeting.
List of projects (table view)
- The “management” view: perfect for edit quickly (sorting, filtering, bulk updating).
- Recommended when you are updating many fields at once (progress, status, weather…).
Addressing the challenges (map view)
- View strategy : reading by challenges to answer:
- “Which projects address this challenge?”
- “Do we have gaps in our net?”
- Very practical for preparing a steering committee/executive committee meeting.
Planning (planning view)
- Chronological view based on:
- Startup + Estimated duration
- Key milestones (displayed as milestones)
- Ideal for identifying overlaps, bottlenecks, and anticipating passage points.
Roadmap (metro-lines view)
- Highly readable "roadmap" view:
- Sections by challenges
- Sublevels by priority
- Badge weather report to sense the risk areas
- Use this to share an “executable” roadmap with a wider audience.
How to get started (in 10 minutes)
- Add your projects
- Create one map per project.
- Please provide at least the following information: Project, Manager, Department, Challenges.
- Make piloting come alive
- For each review (weekly or bi-weekly), update:
- Weather report (state at time T)
- Tendency (compared to the last review)
- Advancement (0–100%)
- Status / Maturity
- Outline the next steps
- Add 3 to 7 key milestones maximum.
- Position startup And estimated duration to populate the Planning.
Good practices (very effective)
- One single golden rule If the weather deteriorates, add one line in “Execution Notes” with:
- the problem,
- the impact,
- the next action (and the person responsible).
- Keep a Weather report factual (health), and a Tendency comparative (evolution).
- Limit the required fields to encourage usage: a template that is 60% complete but up-to-date is better than a perfect but abandoned template.