Establish the reporting context
Set the projects and reporting period for the conversation. Read the portfolio metrics alongside project status and review progress so the team understands what the summary includes.
Follow the exception
Move from a portfolio signal to the project and its supporting information. Separate a missing submission from a schedule movement and an unresolved review; they require different follow-up.
Prepare the decision
Use the reporting context to frame the issue, responsible person and next action. Where AI narrative assistance is approved and enabled, review its wording against the underlying facts before sharing.