Should executives see every project issue?

Unfiltered executive reporting

Show issues that require executive attention or materially affect outcomes, with access to detail when needed. Keep operational resolution with the appropriate owners.

What to do now

  1. Define executive decision thresholds
  2. Select issues meeting those thresholds
  3. Summarize impact, options, and required decisions
  4. Link to the full record for context
Recommended action flow for unfiltered executive reporting: Define executive decision thresholds then Select issues meeting those thresholds then Summarize impact, options, and required decisions then Link to the full record for context. Escalate when a material issue is being withheld because it is uncomfortable.

When to escalate

Escalate when

A material issue is being withheld because it is uncomfortable.

Who decides

The metric owner and relevant decision maker

Example

The sponsor sees one unresolved funding decision rather than every minor formatting defect.

Mistake to avoid

Sending the entire issue log without identifying what executives must decide.

Prevent a repeat

Check data freshness and meaning, and verify that the measure improves decisions rather than encouraging cosmetic progress.

Suggested ApprovedFlow setup

  • Projects
  • Tasks
  • Timesheets
  • Documents

Use the underlying named records and evidence when explaining a metric; validate any dashboard behavior against the current implementation. See the platform

Related cases

Practice references