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Sinopsis

Las interrupciones en el flujo de trabajo, la falta de comunicación entre equipos o miembros del personal, la presupuestación ineficaz, la asignación incorrecta de mano de obra y la falta de informes son algunos de los problemas más comunes de los gestores de proyectos. Con nuestro Colección de Paneles de Proyecto, tienes acceso a diferentes formas de presentar un tablero de proyectos a tus interesados y asegurarte de que los procesos, interacciones, fondos, asignación de mano de obra y actualizaciones siempre estén bajo control. Además, aprende qué tipo de tablero se utilizó para seguir la propagación de COVID-19 en la Casa Blanca.

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The Project Dashboard Collection can improve communication and reporting in project management by providing a centralized platform where all project-related information is displayed. This includes processes, interactions, funds, and labor allocation. It allows for real-time updates and visibility, which enhances communication among team members and stakeholders. It also facilitates effective reporting as it provides a clear and concise view of the project's status, progress, and any issues that may arise. This can lead to more informed decision-making and better project outcomes.

The White House used a data-driven dashboard to track the spread of COVID-19. This dashboard was likely developed using data visualization tools and integrated with real-time data sources to provide up-to-date information on the pandemic. The same principles can be applied to other projects. For instance, a project manager could use a similar dashboard to track project progress, resource allocation, and budget utilization. The key is to identify the critical metrics that need to be tracked and ensure that the data sources feeding into the dashboard are reliable and updated in real-time.

The Project Dashboard Collection can assist in ensuring that processes, interactions, funds, and labor allocation are always in check by providing a visual representation of these aspects. It allows project managers to easily monitor and control these elements, thereby preventing workflow disruptions, miscommunication, ineffective budgeting, and misallocated labor. It also facilitates effective reporting and communication with stakeholders. For instance, a similar dashboard was used to track COVID-19 spread in the White House.

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Aspectos destacados de la diapositiva

Observa que esta diapositiva tiene una sección donde puedes mostrar los nombres de los miembros del equipo del proyecto, así como los títulos y fotos, si lo deseas. Esta vista del tablero y la información adicional pueden ayudar a mejorar la responsabilidad y la transparencia.

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Si necesitas incluir algunos o muchos datos geográficos en tu tablero, esta diapositiva te será útil. Te permite insertar un mapa y presentar un desglose por región. Para más opciones, consulta nuestro Colección Definitiva de Mapas.

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There are several ways to present project status to stakeholders using a project dashboard. Some of them include:

1. Gantt Chart: This is a visual view of tasks scheduled over time. It's a useful tool for planning and scheduling projects.

2. Risk Matrix: This can help stakeholders understand the various risks involved in the project and their severity.

3. Resource Allocation: This shows what resources are being used where, which can be helpful in understanding if resources are being utilized effectively.

4. Budget Overview: This gives stakeholders a clear picture of the financial health of the project.

5. Milestone Timeline: This provides a high-level view of the project's progress towards its key milestones.

6. Project Health Card: This provides a quick overview of the project's overall health, including schedule, budget, risks, and issues.

Remember, the key is to tailor the dashboard to the needs of the stakeholders.

A project dashboard can assist in effective budgeting and labor allocation in several ways. Firstly, it provides a visual representation of the project's status, including budget and labor allocation, which can help in identifying any discrepancies or areas of concern. Secondly, it can track the progress of tasks and the resources allocated to them, ensuring that labor and budget are being used efficiently. Thirdly, it can provide real-time updates, allowing for quick adjustments and decision-making. Lastly, it can improve transparency and accountability among team members, as everyone can see how resources are being used.

A project dashboard can improve transparency and accountability among team members in several ways. Firstly, it provides a visual representation of the project's progress, which makes it easier for everyone to understand the current status and what needs to be done next. Secondly, it can display individual tasks and responsibilities, making it clear who is accountable for what. This can help to prevent misunderstandings and ensure that everyone knows what they are supposed to be doing. Lastly, a project dashboard can also include performance metrics, which can help to hold team members accountable for their performance and encourage them to do their best.

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Consejo de experto

GetApp descubrió que el 97% de los gestores de proyectos utilizan más de una herramienta para gestionar sus proyectos, informa la Harvard Business Review (HBR). "La gente simplemente le gusta organizar su trabajo digital de muchas maneras diferentes, al igual que puedes elegir escribir tus tareas semanales en post-its mientras que tu compañero de oficina prefiere escribirlas en una pizarra", dice Alexandra Samuel, conferenciante, investigadora y escritora, en su artículo. Los tableros son una herramienta poderosa en la gestión de proyectos, pero antes de empezar a construir un nuevo tablero, aprovecha estos cinco principios recomendados por Samuel:

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According to the Harvard Business Review, dashboards play a significant role in project management. They serve as a powerful tool for organizing digital work in various ways. However, before building a new dashboard, it's recommended to follow certain principles to ensure its effectiveness.

Project Dashboards can ensure effective budgeting and labor allocation by providing a visual representation of all project-related data in one place. This allows project managers to easily track and monitor the project's progress, budget, and resource allocation in real-time. They can quickly identify any issues or discrepancies, such as overspending or underutilization of resources, and take corrective action promptly. Furthermore, dashboards can be customized to display the most relevant information, making it easier for project managers to make informed decisions and ensure the project stays on track and within budget.

According to GetApp, 97% of project managers use more than one tool to manage their projects.

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  1. Conoce el problema(s) que estás tratando de resolver – las insatisfacciones que estás experimentando con las herramientas que estás utilizando actualmente son los mejores indicadores de lo que necesitas cambiar o añadir a tus tableros, dice Samuel. Empieza por escribirlos y encontrar soluciones a esos problemas particulares.
  2. Empieza pequeño – para averiguar si una herramienta de gestión de proyectos es adecuada para ti, empieza a utilizarla. "Así que incluso si tienes grandes planes para un tablero realmente elaborado que automatizará varias partes de tu trabajo, empieza con algo fácil, como una lista de tareas que personalizas para que refleje las diferentes formas en que te gusta categorizar y ver tus tareas", dice Samuel.
  3. Crea tableros separados para diferentes tipos de proyectos – la buena noticia es que no tienes que usar la misma configuración para cada proyecto. Samuel dice que dependiendo del proyecto y del equipo, a veces puedes necesitar una simple lista de tareas y un cuaderno digital, y otras veces necesitarás un conjunto más elaborado de hojas de cálculo con alguna automatización incorporada.
  4. Busca integraciones – automatiza partes de tu trabajo si puedes, pero recuerda que la automatización probablemente depende de cómo se integra tu herramienta elegida con las otras herramientas que utilizas.
  5. Haz un plan de escape – experimenta con la extracción de tus datos de una herramienta cuando empieces a usarla. Conserva no sólo el texto, sino también la estructura y organización de las tareas, notas e historial de contactos. "Incluso si se trata de copiar y pegar manualmente tu arduo trabajo en un conjunto de hojas de cálculo, asegúrate de que hay una forma de exportar tu trabajo, y hazlo regularmente, aunque sólo sea como respaldo", dice Samuel.
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Automation in a project dashboard can include features like automatic updates of task statuses, real-time tracking of project progress, automated generation of reports, and alerts or notifications for important milestones or deadlines. It can also include automated workflows that streamline processes, such as task assignment and approval processes. Additionally, automation can be used to integrate the dashboard with other tools or platforms, allowing for seamless data exchange and reducing the need for manual data entry.

Project dashboards can be customized for different types of projects by first identifying the problems you're trying to solve with your current tools. Once you've identified these issues, you can start small by using a project management tool to create a simple task list that reflects your preferred categorization and view of tasks. As you become more comfortable with the tool, you can start to create more elaborate dashboards that automate various parts of your work. Importantly, you don't have to use the same setup for each project. Depending on the project and the team, you might need a simple task list and digital notebook for some projects, and a more elaborate set of spreadsheets with some automation for others.

1. Identify the problems you're trying to solve with the new tool. Understand what issues you're facing with your current tools and what you need to change or add.

2. Start small. Begin by using the tool on a smaller scale to understand if it's right for you. You can gradually scale up as you get comfortable with it.

3. Create separate dashboards for different types of projects. Depending on the project and the team, you might need different setups. Customize the tool to suit the needs of each project.

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Ejemplo

Covid-19 en la Casa Blanca

Cuando se supo que el Presidente Trump, y varias figuras de su entorno, incluyendo a la presidenta del RNC, Ronna McDaniel, al menos tres senadores republicanos y la Primera Dama, tenían COVID-19 en octubre de 2020, los expertos en datos utilizaron una base de datos colaborativa "para seguir quién en el entorno del Presidente Trump se había hecho la prueba del coronavirus" y crearon un tablero en vivo disponible para el público, informó Fast Company.

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Organizations can implement a live dashboard in their operations to track health-related data by first identifying the key health metrics they need to monitor. These could include data on employee health, customer health, or public health data relevant to the organization's operations. Once these metrics are identified, they can use data visualization tools or software to create a live dashboard. This dashboard should be designed to update in real-time or at regular intervals, pulling data from reliable sources. It's also important to ensure that the dashboard is accessible to all relevant team members and decision-makers within the organization.

Live dashboards in the healthcare industry have several practical applications. They can provide real-time tracking and updates on patient health data, which can be crucial in monitoring disease outbreaks or managing chronic conditions. They can also be used for resource allocation, ensuring that staff, equipment, and facilities are used efficiently. Additionally, live dashboards can facilitate communication between different healthcare teams, improving coordination and patient care. Lastly, they can be used for reporting purposes, providing valuable data for decision-making and strategy development.

The main components of a live dashboard for tracking a specific event or situation include: data visualization tools such as charts, graphs, and maps to represent the data in a comprehensible way; real-time data feeds to keep the dashboard updated; filters and search functions to allow users to customize the view; and interactive elements to enable users to drill down into the data for more details.

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Un tablero "COVID-19 en la Casa Blanca - Informes Públicos" fue creado por Tableau Public – una plataforma gratuita para compartir y explorar visualizaciones de datos en línea. El tablero es un gran ejemplo de una herramienta útil de la que puedes obtener inspiración. Muestra un Tablero de Resumen con los nombres de todos los que interactuaron con el presidente; una Rejilla de Pruebas que muestra toda la información más reciente sobre quién dio positivo o negativo y aquellos cuyo estado aún se desconoce. También puedes ver fechas y eventos clave (como la preparación para el debate y la presencia en el debate) y explorar una "vista de cluster" que muestra los contactos de primer y segundo orden. Todos los datos recopilados por la comunidad fueron verificados antes de ser introducidos en el tablero.

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