RICO Performance Management
Turn monthly performance
data into focused
management action
RICO captures monthly metrics across project-manager activity and portfolio delivery, showing how performance changes over time and where coaching or management attention is needed.
Business challenges
Performance conversations need more than subjective highlights.
Consistent evidence helps leaders understand what is changing, where support is needed, and whether management actions are working.
Inconsistent performance evidence
Different reporting approaches make it difficult to compare project-management practices over time.
Trends are difficult to see
A single status update can hide recurring issues in schedules, tasks, risks, and issue management.
Coaching lacks a clear focus
Managers need observable patterns to guide specific feedback and follow-up.
Improvement is hard to measure
Leaders need comparable reporting periods to assess the effect of coaching and intervention.
Product overview
Meet RICO Performance Management
The only performance modules for Microsoft Planner, RICO Team Performance and RICO Portfolio Performance connect project-management practices with delivery performance over time.
- Project-manager effectiveness
RICO Team Performance
Capture monthly metrics showing how each project manager is managing plans, tasks, issues, and risks. Compare performance month over month and provide coaching recommendations based on observable trends.
- Plan setup and management quality
- Task ownership, timeliness, and completion
- Issue tracking and resolution progress
- Risk identification and response activity
- Month-over-month performance trends
- Targeted coaching recommendations
- Portfolio delivery oversight
RICO Portfolio Performance
Capture monthly metrics across project delivery, items requiring attention, and changes in portfolio status. Give portfolio managers a clear view of where performance is improving, declining, or requiring intervention.
- Project and plan delivery performance
- Items requiring management attention
- Portfolio status and health changes
- Schedule, task, issue, and risk trends
- Month-over-month portfolio comparison
- Prioritized management focus areas
Core capabilities
Measure performance. Understand trends. Guide action.
RICO Team Performance
Real metrics for better coaching and feedback
Replace subjective performance conversations with consistent monthly evidence showing how project-management practices affect execution.
- 01
Plans
Measure whether plans are structured, maintained, and updated to support reliable delivery and reporting.
- 02
Tasks
Track assignment coverage, due-date quality, overdue work, completion patterns, and task aging.
- 03
Issues
Review issue ownership, status, priority, aging, and progress toward resolution.
- 04
Risks
Monitor risk identification, ownership, mitigation activity, response status, and emerging exposure.
- 05
Monthly trends
See whether performance is improving, remaining consistent, or declining across reporting periods.
- 06
Coaching recommendations
Translate performance patterns into specific topics managers can address through coaching and follow-up.
Coaching intelligence
Move from performance scores to practical guidance
RICO highlights patterns and converts them into focused recommendations that help managers guide improvement.
Recognize positive trends
Use improving metrics to reinforce effective project-management habits and recognize strong performance.
Target recurring gaps
Identify repeated issues with plan quality, overdue work, ownership, issue resolution, or risk management.
Track coaching impact
Compare future monthly snapshots to determine whether agreed actions are improving performance.
RICO Portfolio Performance
See what needs attention and where to focus management time
Portfolio managers receive a consolidated view of delivery performance, changing status, and the plans or review items most likely to require intervention.
- 01
Delivery performance
Monitor how plans and projects are performing against expected dates, milestones, and completion objectives.
- 02
Attention items
Surface plans, late tasks, unresolved issues, and high-priority risks that require management review.
- 03
Status movement
See which plans improved, declined, or remained unchanged from the prior monthly snapshot.
- 04
Portfolio trends
Compare performance over time to distinguish one-time exceptions from recurring delivery patterns.
- 05
Management priorities
Rank the areas requiring intervention so portfolio leaders can focus time where it will have the greatest impact.
- 06
Progress visibility
Track whether management actions are improving portfolio health and reducing items requiring attention.
Monthly performance cycle
A consistent view of progress over time
Each monthly snapshot creates a comparable performance record for coaching, portfolio review, and management follow-through.
- 01
Capture
Collect consistent metrics across plans, tasks, issues, risks, and delivery status.
- 02
Compare
Measure change from the prior month and identify improving or declining patterns.
- 03
Focus
Prioritize coaching topics, plans requiring attention, and management actions.
- 04
Improve
Track follow-through and determine whether performance changes in future periods.
Business outcomes
Make feedback and portfolio oversight more objective.
Connect management practices, delivery results, and improvement actions.
Improve
coachingUse current metrics and trends to make feedback specific, timely, and actionable.
Identify trends
earlierRecognize recurring management or delivery patterns before they create larger problems.
Focus
management timeDirect attention to the people, plans, and portfolio items with the greatest need.
Measure
improvementUse month-over-month snapshots to determine whether coaching and interventions are working.
RICO Performance Management
Role based value
The right performance context for every role.
Leaders
Use data-backed reporting and monthly trends to understand performance and prioritize management attention.
Portfolio managers
Compare portfolio delivery, status movement, and review items to focus intervention where it is needed.
Project managers
Understand patterns in plan quality, tasks, issues, and risks, and use specific coaching feedback to improve management practices.
Team members
Benefit from clearer priorities and follow-up as managers use performance insight to address delivery concerns.
Microsoft environment
Connect performance insight to the work behind it.
RICO Performance Management draws management context from the plans, tasks, issues, risks, and delivery information used across the RICO experience.
Microsoft Planner
Connect performance conversations to the underlying planning and execution information.
RICO and Microsoft Teams
Bring portfolio and project context into the connected RICO working environment.
- Microsoft 365
Enterprise readiness
Designed for organizational adoption.
Security and data
Hosting, data protection, performance-history retention, and security controls will be confirmed for your environment.
Permissions and access
Who can access individual and portfolio performance information, and how role access is managed, will be agreed with your team.
Governance and administration
Metric definitions, reporting governance, configuration, and administration responsibilities will be agreed with your team.
Scale and deployment
Supported scale, prerequisites, and deployment requirements will be confirmed with your team.
Implementation and support
A clear path to getting started.
Agree the performance measures, reporting scope, and management routines that will make the insights useful.
Define
Agree users, portfolios, metrics, and success measures.
Configure
Confirm data sources, reporting scope, and access.
Introduce
Agree onboarding and guidance for review and coaching.
Support
Confirm ongoing support and review how the insights are used.
Frequently asked questions
Your questions answered.
RICO Planner requires Microsoft Planner Plan 1 or Plan 3 and Microsoft Power BI
Deployment typically takes a few days, including training.
Pricing depends on your scope, functionality, and number of users. Contact Protivix to discuss your needs and receive a quote.
Yes. RICO works with your existing Planner plans. No changes to your plans are required.
RICO is installed in your Power Apps environment, so your data stays within your Microsoft 365 tenant.
Protivix offers support packages for changes and additional training after deployment.
See RICO in your environment
Turn monthly project data into better coaching and portfolio decisions.
Talk with Protivix about the performance metrics, management insights, and month-over-month visibility your organization needs.