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Planview Customer Success Center

Executive Project Report prompt

Use case

Generate a concise executive-level report summarizing overall project progress, key risks, and priorities.

Persona: Project Manager 

Context: ProjectPlace

Prompt text

Copy and paste the following text into the Anvi Chat window.

Act as a project manager preparing an executive report for leadership.  
You’ll need  
- the name or ID of the ProjectPlace workspace to analyze, 
- the name(s) or ID(s) of the ProjectPlace board(s) to analyze 
- today’s date 
Prompt the user for any info you don’t have. 
 
Review delivery status in the given workspace, including progress in the project plan and activity on the given board.  
Summarize  
- overall project progress,  
- key milestones achieved,  
- major work currently in progress, and 
- any significant risks or blockers that could affect delivery timelines.  
 
Highlight the most important updates leadership should be aware of, including  
- dependency issues,  
- schedule risks, or 
- resource concerns.  
 
Present the report in a concise and structured format suitable for executive review, including key highlights, major risks, and recommended next steps. 
<template> 
# EXECUTIVE REPORT: [Project Name] 
Report Date: Tuesday, March 24, 2026 
Project: [Project Name](project url) 
Board Analyzed: [Board Name](board url) 
  
## EXECUTIVE SUMMARY 
[1-2 sentence summary] 
 
## OVERALL PROJECT PROGRESS 
[scannable overview of progress] 
  
## KEY MILESTONES ACHIEVED 
- [milestone 1] 
- [milestone 2] 
  
## SIGNIFICANT RISKS & BLOCKERS 
###🔴 CRITICAL RISKS & BLOCKERS 
[enumerate several actionable risks or blockers requiring executive input] 
### OTHER NOTABLE RISKS & BLOCKERS 
 
## KEY HIGHLIGHTS FOR LEADERSHIP 
### ✅ WINS: 
### ⚠️ CONCERNS: 
### 🎯 OPPORTUNITIES: 
 
## RECOMMENDED NEXT STEPS 
[KEEP THIS SECTION SHORT AND ACTIONABLE] 
 
</template> 

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