Project Management Template - Project Weather

A template to manage your projects at a glance (weather, trend, progress, milestones, schedule).

2 min read

Template — Project Weather

The Project Weather template is used to manage a project portfolio in a simple and visual way: where each project stands, whether it's improving or deteriorating, what the progress level is, and what the upcoming milestones are.

What is this template for?

  • Get an overview of all your projects (weekly review / steering committee / portfolio committee).
  • Quickly visualize the weather (risks / pain points) and the trend (whether it's improving or not).
  • Track maturity, progress, the schedule, and key milestones.
  • Prioritize topics (priority) and clarify who is responsible.

What the template contains

A "projects" database with 5 ready-to-use views:

  • Portfolio 📚 (cards)
  • Project List (table)
  • Response to Challenges (cards)
  • Planning (planning)
  • Roadmap (metro-lines)

Board Structure

You manage a list of projects, and each card/row corresponds to one project. The idea: regularly update the vital minimum (weather + trend + progress), and fill in as you go (milestones, notes, budget, effort).

Properties (fields) of the template

FieldTypeWhat it's forExample
ProjectTextProject name

Ready-to-use views

Portfolio 📚 (card view)

  • Quick management view: browse projects like a wall of suivi.
  • The cards highlight: status, progress, service and visual.
  • Very useful for a portfolio review or a short meeting.

Project list (table view)

  • The "management" view: perfect for quick editing (sorting, filtering, bulk updates).
  • Recommended when you update many fields at once (progress, status, weather…).

Response to Challenges (Card View)

  • Strategy-oriented view: reading by challenges to answer:
      • Very practical for preparing a steering committee / executive committee meeting.

      Planning (planning view)

      • Chronological view based on:
        • Start date + Estimated duration
        • Key milestones (displayed as milestones)
      • Ideal for identifying overlaps, bottlenecks, and anticipating key checkpoints.

      Roadmap (metro-lines view)

      stakes
    • Sub-levels by priority
    • Weather badge to identify risk areas
roadmap with a broader audience.

How to Get Started (in 10 Minutes)

  1. Add Your Projects
  • Create one card per project.
  • Fill in at minimum: Project, Manager, Department, Stakes.
  1. Keep the steering dynamic
  • At each review (weekly or bi-weekly), update:
    • Weather (status at time T)
    • Trend (compared to the last review)
    • Progress (0–100%)
    • Status / Maturity
  1. Frame the next steps
  • Add 3 to 7 key milestones maximum.
  • Set start date and estimated duration to populate the Schedule.

Best Practices (Highly Effective)

  • One golden rule: if the weather deteriorates, add 1 line in "Execution Notes" with:
    • the problem,
    • the impact,
    • the next action (and the person responsible).
  • Keep a factual Weather (health), and a comparative Trend (evolution).
  • Limit required fields to encourage usage: a template that's 60% complete but up-to-date is better than a perfect template that's been abandoned.

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