Does your portfolio status roll up automatically from each project, instead of being compiled by hand?

If every project uses the same status fields, portfolio views in Asana, Smartsheet, Monday or Jira show everything on one live page.

Have you used Copilot in PowerPoint or Gemini in Slides to draft an update deck?

These tools can build slides from a document or status updates. You check the numbers and focus on the decisions you need.

How to automate it

How to automate “build steering committee and leadership update decks”

Here are 2 ways to spend less time on this, best first. Each comes with steps you can follow today and, for AI fixes, a prompt to copy.

150 min

typically, once a month

55%

of the time can be automated

Some setup

to set up

Fix 1 of 2

AIBest fix

Have AI build the steering deck from status updates and your template

Copilot in PowerPoint, Gemini in Slides or Gamma can draft the deck from the status updates and last month's template. You check numbers and the message.

Typically saves about 45% of the time10 min to set up

1Collect the project status updates and last month's deck.
2Use Copilot in PowerPoint ("create from file") or Gemini in Slides, or paste into a chat assistant with the prompt below.
3Check every status color and number against the source.
4Spend your time on the decisions you need from the committee.

Prompt to copy

Using the project updates below, draft slide content for this month's steering committee. Slides: 1) overall summary with RAG status, 2) one slide per project (status, progress, next milestones, risks), 3) decisions needed from the committee, 4) asks. Keep each slide under 60 words. Use the status given by each project lead; do not change it.

Updates:
[PASTE]

Tools: Copilot in PowerPoint · Gemini in Google Slides · Gamma · ChatGPT, Claude, Gemini or Microsoft Copilot

Fix 2 of 2

Software feature

Roll status up automatically in a portfolio dashboard

When every project keeps status in the same fields, portfolio views in Smartsheet, Asana, Monday, Jira or Microsoft Planner roll it up for you.

Typically saves about 55% of the time3 h to set up

1Agree the same status fields for every project (RAG, % complete, next milestone, top risk).
2Set up a portfolio view (Asana Portfolios, Smartsheet dashboards, Monday dashboards, Jira Plans, Planner premium).
3Ask project leads to update the fields by a set time each week.
4Share the live link instead of a compiled report.

Tools: Asana Portfolios · Smartsheet dashboards · Monday.com dashboards · Jira Plans · Microsoft Planner

Quick wins

Have you tried…

Does your portfolio status roll up automatically from each project, instead of being compiled by hand?: If every project uses the same status fields, portfolio views in Asana, Smartsheet, Monday or Jira show everything on one live page.
Have you used Copilot in PowerPoint or Gemini in Slides to draft an update deck?: These tools can build slides from a document or status updates. You check the numbers and focus on the decisions you need.

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Program manager / PMO

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