Change Management Dashboards

Summarize your detailed change tracking logs with concise dashboards.

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These concise dashboards give you critical information in a format that allows you to see the big picture while still having enough information to be actionable.

Change Management: Dashboards for Effective Management. Aging of change order status codes and summary of aging by project manager.

Consider two very simple views of changes:

  • One page aging summary by stage of change, including quantities and amounts in each aging bucket. This format can summarize a single project, PM, business unit, or company. Showing a pie chart of the unexecuted changes that are in progress can let you quickly see your opportunities and risks.  

  • A simple matrix that summarizes each PM and the aging of identified changes that have not been proposed to the customer, as well as changes that have been proposed but are pending approval from the customer. These are the two most critical stages to monitor. Rigorous change management meetings held 2X monthly will improve these metrics.  

It is very easy for a contractor to get into a cash flow crunch through a combination of slow change order processing and growing retention.  

Learn more about how we help contractors improve change management through people, process, training, and tools.  


Change Management Dashboards
Change orders are a fact of life in construction. Improve profitability, cash flow and customer satisfaction by effectively managing changes. Build a foundation for success with 12 steps to improve pricing and 11 negotiating strategies for the whole project team....

Related Training
Change Management Dashboards
Change orders are a fact of life in construction. Improve profitability, cash flow and customer satisfaction by effectively managing changes. Build a foundation for success with 12 steps to improve pricing and 11 negotiating strategies for the whole project team....

Tracking Change Progress (The Funnel): Basic Status Categories
Managing changes effectively means that you need clear visibility across all projects. While the workflow will vary by project, the key progress milestones in your internal process will remain fixed.
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Prioritized Development and Improvements
Identifying all the opportunities for development of talent and improvement of the operation for a contractor is overwhelming at best. You can't "punch list" a business like you can a project. Prioritization and sequencing are crucial for success.