Work Zone Performance Report

Use this template package along with RITIS tool results and your agency’s content to create a work zone performance report, including a front cover, project description page, a performance report pages (key metrics, operational impact assessment, etc). There are layouts and formats for daily and weekly reports and some agency use case examples to give you maximum flexibility in choosing the report style that best suits your needs. We’ve also included a Design Resources package that contains various elements – such as icons, custom graphics & tables and instructions on making the report interactive – so that you can more clearly and effectively communicate the results to your audience.

Overview

  1. Click to download the PowerPoint template to create a report that presents a Performance Report for Work Zones along a roadway. Additional design resources are also available to make building a report faster and easier.
  2. Download Agency Use Case examples below to see how other agencies have used these templates or have created similar reports using content from RITIS:
  3. Scroll down to learn how to create this report or click on the 'How To Create Report' in the navigational menu.

Tools Used In This Report (click on the links for a brief video tutorial on using a tool)

Design Recommendations To Keep In Mind

We've strived to make the Guides simple and easy to understand, but if you have any questions or need help, please contact us at support@ritis.org. To start off, we think these abbreviated Lessons Learned from FHWA's Performance Reporting Prototype Technical Report are very instructive and important to keep in mind:

  • Tailor report content and format to engage and inform your audience

    • Keep reports for the general public engaging and simple
    • Reserve greater complexity for professional transportation audience
    • Consider how the audience experiences transportation - the general public typically doesn't care about agency business process silos
  • Relevant, easy-to-understand graphics are likely to be shared

    • ‟Single issue, single page” graphics-heavy infographics are a valuable tool to draw in a larger audience
  • Snapshots are not enough

    • Make sure to include trends and contextual information
    • Link to actions being taken by the organization
  • Don't empasize appearance over effectiveness

    • Information should be conveyed clearly and concisely
    • Simplicity over embellishment is usually best
  • Tell a story so the data comes alive

    The story must be delivered at the right technical level for the audience and targeted on an area of interest

Tips and Tricks (Lightbulb icon indicating that you can click to learn a little more )

Throughout the How-to Guide, you’ll see lightbulb icons and blue arrow bullets. Click on the bulb icon to see tips on using PowerPoint features and functions to help make creating a report faster and better. Blue arrow bullets call out helpful information about building the report using RITIS and/or agency information.

How to Create the Report

Click on each numbered box below to learn how to create the content in each section and how we used RITIS to generate charts and produce performance data.

1

How to make the cover pages

  1. Select cover page

    cover page
    1. For this Work Zone Weekly Performance Report build, we’ll be using an FDOT District 1 project in Lee County, Florida – the I-75 at Colonial Boulevard (SR 884) Diverging Diamond Interchange project.
    2. On the RITIS Templates page, choose the Work Zone Performance Report template, then click on the Download Template button.
    3. This will download five template pages:
      • Front cover
      • Project Fact Sheet
      • Weekly Work Zone Performance Report (Roadway Graphic / WZ Detail layouts)
      • Back Cover
      • Optional Supplement sheet (Notes/Images)
    4. Open the template in Microsoft PowerPoint – you’ll see the front cover.
    5. Gather your agency’s logo and some applicable background images to choose from.
      Lightbulb icon indicating that you can click to learn a little more

      Tip

      Using high-resolution images will give your report a more professional look. If you image is bright, and you want it darker either use the Corrections function under Picture Format or overlay a colored box and make it semi-transparent.
      We also recommend using a transparent version (png) of your agency’s logo, if available.

  2. Insert the logo and image

    cover page template with a background image and title added
    1. Copy and paste your image and agency logo into the cover page template.
    2. Right-click on the image and select “Send to Back” from the drop-down menu so the image lays behind the cover graphics and text.
    3. If there’s not enough contrast with the background image, double-click your agency’s logo and select Color from the Adjust ribbon to select a more suitable color.
      Lightbulb icon indicating that you can click to learn a little more

      Tip

      Use Picture Format on the menu to lighten or darken a photo to give better contrast to logos and text. Click on the background image , then click Picture Format on the menu, and then click on the Corrections drop-down to see pre-set selections or use your own.

  3. Apply some finishing touches

    finished cover page Magnifying glass indicating that you can click to zoom the previous image
    1. Edit Incident, Event / Roadway, Location and Date placeholders.
    2. You can change the colors of the bottom graphic by double-clicking it and selecting “Color” from the “Picture Format” ribbon.
  4. Create a back cover

    completed back cover page Magnifying glass indicating that you can click to zoom the previous image
    color wheel Magnifying glass indicating that you can click to zoom the previous image
    1. For the back cover, use the back cover template to add your agency’s logo, a pertinent photo and contact info.
    2. Your report covers are now complete!
      • For the cover pages, and all other report pages, consider using your agency’s color palette, or use this simple color wheel to help decide on complementary color combinations. For our final report covers, we chose to color the bottom curved graphic black.
2

How to make the Project Description page

  1. Open the Project Description page template

    project description page template Magnifying glass indicating that you can click to zoom the previous image
    1. Open the Project Description page template
    2. Gather some images of the project area, related drawings, artist renderings, WZ schematics or other images or graphics that you think aid in describing your project.
    3. Also gather a location map (if available, or create your own) and details on the work zone (Project #, work type, limits, etc.) and work zone operation (lane status, countermeasures, hours of operation, etc.)
  2. Create the Project Description page

    map of project area
    screenshot from agency website Magnifying glass indicating that you can click to zoom the previous image
    aerial image of project area Magnifying glass indicating that you can click to zoom the previous image
    satellite view of project area with redesign annotated Magnifying glass indicating that you can click to zoom the previous image
    1. We’ll start with creating a simple project location map. A quick internet search turned up this good example; the only embellishment we added was a work zone icon.
      Lightbulb icon indicating that you can click to learn a little more

      Tip

      We’ve included a location map in some report options that highlighted which part of the interchange (I-75 or SR 884) was being evaluated. You can find out about how we did that in the Design Resources package, available for download at the top of the Work Zone Performance Report template page.

    2. Next, we searched FDOT’s District One Projects Website to find out more project information. Here we found a project description, several images of the project area, and a list of project details.
    3. Some additional web searches revealed an artist’s rendering of the Diverging Diamond Interchange and a plan view schematic.
  3. Assemble the Project Description Page

    finished project description page Magnifying glass indicating that you can click to zoom the previous image
    1. Using the template and information gathered, assemble the Project Description page.
    2. We added some additional elements to the page, such as route shields and north arrow on the images and artist’s rendering to better ID roadways and orientation.
    3. Your Project Description page is now complete!
3

How to make the WZ Performance Report page

  1. Open a Weekly WZ Performance Report page template

    example report page option 1 Magnifying glass indicating that you can click to zoom the previous image
    or
    example report page option 2 Magnifying glass indicating that you can click to zoom the previous image
    zoomed-in view of a table in option 2 Magnifying glass indicating that you can click to zoom the previous image
    1. In the downloaded templates package, select a weekly report template page (the daily templates – used primarily to assess unusual occurrences – use the same analysis process laid out here for weekly reports). There are two layout options - one allows for a chart to present event data, the other is a side bar when there’s only a few events. These layouts also consider what element you choose – roadway graphic or work zone profile sidebar (there are roadway/work zone detail elements for each layout option). You can use the Day-by-Day table in the template or use a larger version in the Design Resources to enter your results.
    2. For this page, we will run four RITIS tools:
      • Performance Summaries
      • Bottleneck Ranking
      • Event Query Tool
      • User Delay Cost Analysis
    3. Additionally, gather any weather information for the week – from your agency or other sources, like NOAA – your own roadway or work zone graphic (if desired) and any other information you think helps tell your story.
      • If this document will be shared electronically or presented to others, you can hyperlink icons or text directly to RITIS results for more detail and data drill-down. See the Design Resources document for step-by-step instructions.
      • Also, if your agency isn’t providing event data to RITIS, you’ll need to gather that data in-house instead of using tools like Event Query Tool or Event Timeline.
  2. Run Performance Summaries

    example Performance Summaries query form Magnifying glass indicating that you can click to zoom the previous image
    1. Open Performance Summaries and use the query screen to define the parameters of your search:
      • Select roads – choose your state, then in the search bar type the name of your road. For our example, we searched on I-75, then clicked the Partial box and used the dropdowns to select intersection limits that aligned with the work zone limits. We then further refined our TMC set by clicking on individual TMCs on the map and removing them until we had good alignment between the analysis roadway section and work zone limits.
        Lightbulb icon indicating that you can click to learn a little more

        Tip

        We highly recommend you save your segment set for use in other tools – it’s a great time-saver and ensures you use the exact same set of TMCs every time. Simply click on the Save as segment set button, enter a name for your segment set and then click Save.

      • Select a time period to analyze - choose the day(s), month(s) and year you wish to analyze. We chose a week in April, from 04/09/23 to 04/15/23.
      • Select time ranges – use the sliders to define your time range. Since the work zone is active from 8am to 5pm, we selected that same time range.
      • Select data sources – select your data provider by checking the appropriate box. We selected HERE data.
      • Provide a title for this report – you have the option of naming your report. We entered “I-75 Final Run”.
      • Notes – you also have the option of adding any notes to help keep track of any aspects you deem important.
      • Submit – once you’re satisfied with your query inputs, click the SUBMIT button.
  3. Your results will look something like this

    results of a Performance Summaries query Magnifying glass indicating that you can click to zoom the previous image
    completed average daily vehicle speed template
    vehicle speed data table Magnifying glass indicating that you can click to zoom the previous image
    1. The Performance Summaries Report is structured as a matrix with Weekly information on the Y axis and nine Performance Metrics on the X-Axis. Tabs at the top of the page allow you to look at summaries for each direction of travel; in our case Northbound and Southbound.
    2. We chose two metrics to include in our report – Speed (mph) and Travel Time (minutes). These data are averaged over the selected time range (8am – 5pm) for each of the time periods shown.
    3. Simply add the appropriate results into the Average Daily Vehicle Speed info-box (see left), and Day-by-Day Performance Metrics table (in template, with larger version in Design Resources).
      • If desired, you can save the matrix as an xml file or an image. Click on the Save as icon in the upper right corner of the results screen. As an example, we saved the file, opened it in Excel and reformatted the table for easier reading that can also be included in reports, etc.
  4. Run the Bottleneck Ranking tool

    example Bottleneck Ranking query form Magnifying glass indicating that you can click to zoom the previous image
    1. Open the Bottleneck Ranking tool and use the query screen to define the parameters of your search:
      • Select roads – when we ran Performance Summaries, we saved our TMC set so we can use it with other tools. To load a saved set: click on the Saved tab, then scroll down until you see the desired segment set, select it, then click on the green Add selected segment sets button.
        Lightbulb icon indicating that you can click to learn a little more

        Tip

        Use the Save as segment set button to save your analysis roadway or network, so you can access those later, share them or run other tools. Be sure to use a naming convention so that your sets are easy to identify.

      • The Segment Set list will display ALL the sets for everyone in your organization who created one. To quickly get to YOUR set, click on the Display Options button, and check the Show only my segment sets checkbox. Clicking on the Segment Set header will sort the list (A-Z, Z-A) to further refine your search.

      • Select time periods - choose the day(s), month(s) or year you wish to analyze, then choose time periods for the range as well as days of the week. We chose April 9th to April 15, 2023.
      • Select data sources – choose your agency’s data source. We chose HERE.
      • Select time zone – chose a time zone for your area.
      • Select inclusion criteria – check the box if you want to include congestion that originates outside of your defined area.
      • Submit – once you’re satisfied with your query inputs, click the SUBMIT button.
  5. Your results will look something like this

    results of a Bottleneck Ranking query Magnifying glass indicating that you can click to zoom the previous image
    completed Significant Queue template
    1. In the Summary Table, we find that the I-75 N @ SR-884/Exit 136 location is the highest ranked bottleneck (Base Impact, weighted by Total Delay).
    2. Moving the lower right “widget”, we clicked on the dropdown and selected Elements Table. Reviewing the bottlenecks there, we see that the one on Wed., Apr 12th has the greatest impact.
    3. We then selected the additional information there (bottleneck location, start time, end time, duration and max length) and created an info-box for our report (see left).
      • If you’d like to include several bottlenecks, consider downloading the Bottleneck Table and Map (with your selected bottlenecks shown) to include as a supplement to your report, or hyperlink the icon in the “Significant Queue” summary box, so you can pull up Bottleneck Ranking results on demand.
  6. Run the Event Query Tool

    region selection in the Event Query Tool
    event type selection in the Event Query Tool Magnifying glass indicating that you can click to zoom the previous image
    time period selection in the Event Query Tool Magnifying glass indicating that you can click to zoom the previous image
    1. Open the Event Query Tool and use the query screen to define the parameters of your search:
      • DATA SOURCES – choose your state, then in the dropdown select your state’s data sources. For our example, we chose All Florida data sources.
      • Note that in the EQT results page, Waze results may not have specific location data, and will not have additional features – such as Operator’s Notes and Event Timelines – as you would using FDOT data.

      • EVENT TYPES - choose the event types you feel is most appropriate for your report. We chose to include all FDOT’s Agency-specific types.
      • LOCATION – Select your road. We entered I-75, and because we want to evaluate only a small portion of the road, we clicked on the Region dropdown, scrolled down to Florida and in the County List, deselected All then selected Lee County.
      • TIME PERIOD – choose your analysis time-period. We selected Apr 9th to Apr 15th, 2023.
      • SUBMIT QUERY – once you’re satisfied with your query inputs, click the SUBMIT Query button.
  7. Your results will look something like this

    list of events in the Event Query Tool Magnifying glass indicating that you can click to zoom the previous image
    spreadsheet of events exported from the Event Query Tool Magnifying glass indicating that you can click to zoom the previous image
    annotated list of events Magnifying glass indicating that you can click to zoom the previous image
    formatted list of events Magnifying glass indicating that you can click to zoom the previous image
    graph of events
    completed Notable Events template
    1. You’ll note that there are 476 events listed in the table for I-75 but this is for all of Lee County; we want to focus more on the work zone area.
    2. To do that, under the LOCATION header type in cross-streets at or near your work zone. We typed in “884” and “82” (separated by a comma). The results now show 31events within or very near our work zone area.
    3. The next step is to use the results in this table to develop a chart for our report. First, we clicked on the “Export Data to Excel” icon in the upper right corner of the table, then opened the table in Excel.
    4. We did some simple modifications to the table – first, we did some basic changes, like highlighting the column headers and removing the gridlines. Next, we eliminated any events outside the 8am – 5 pm time-period and finally highlighted those events that lasted 2 hours or more. This resulted in a total of 23 events for the week of Apr 9th.
      • In our list of 23 events, we included one off-ramp backup that ended just short (by 1 min) of the work zone hours of 8am – 5pm (yellow highlight), and we also included one weather event (on 4/12/23) that wasn’t shown in the EQT results but was confirmed through NOAA’s Record of Climatological Observations records (see left). This now makes a total of 24 events to include in our chart.
    5. We took the resultant data and created three charts in Excel – a bar, column and pie chart, stratified by agency-specific event type and showing the number of events for each (the bar and column charts also showed those events lasting two hours or more).
    6. We also created a Notable Events info-box to call out specific congestion, weather or incidents that potentially impacted WZ operation – in this case, travel through the work zone on Wednesday, Apr 12th had the most significant impacts from events.
      • FDOT has access to Events Timeline and Responders info within the EQT results page. This makes it easy to click on one the blue icons to get more detail about a particular event, useful during presentations, meetings, etc.
      • There are also two other results formats besides Table: Bar Chart and Map. Click on one of the icons next to the NEW SEARCH button to access. The Map page has three views – heat map, gridded map and icon mode. Simply click on one of the corresponding icons to view. In each case, you can save the data in Excel, or take a screenshot of the table, charts or maps.
  8. Run the User Delay Cost Analysis tool

    example User Delay Cost Analysis query form Magnifying glass indicating that you can click to zoom the previous image
    example volume data provider query form Magnifying glass indicating that you can click to zoom the previous image
    1. Open User Delay Cost Analysis and use the query screen to define the parameters of your search:
      • Select roads – choose your state, then in the search bar type the name of your road. For our example, we used the saved TMC set from our previous queries – click on the Saved tab, then click on the Display Options button and check Show only my segment sets, then scroll down to find your saved set, and click Add selected segment sets.
      • Select a time period to analyze - choose the day(s), month(s) and year you wish to analyze. For our analysis, we chose Arp 9th to Apr 15, 2023.
      • Select volume data source – select available data providers and add to a list (default volumes may be CATT Works and NPMRDS as a secondary source – see example below). If volume data is not available for a given segment for your first selected provider, volume data for that segment will come from the next available provider and so on. If you’ve provided the CATT Lab with volume data, you can select that from the Available data provider list and add it to the Selected side.
      • Select speed data source – select a data provider, that includes NPMRDS options. We chose HERE.
      • Confirm the average cost and percent of volume for passenger and commercial vehicle types – use the default values shown or edit the inputs to your agency-specific values.
      • Define where delay should be calculated – choose an option for the tool to calculate delay.
      • Calculate user delay cost against – choose Free-flow speed, posted speed limit or historical average speed.
      • Provide title – name your query using things like dates, roadway name and limits, condition, etc.
      • Notifications – check the box if you want to receive an email when the report is ready.
      • Submit – once you’re satisfied with your query inputs, click the SUBMIT button. You will see a popup that states your request was submitted and to check your My History page for the status. You will also receive an email when the report is ready.
  9. Your results will look something like this

    UDC query results Magnifying glass indicating that you can click to zoom the previous image
    average daily delay template completed
    performance metrics table Magnifying glass indicating that you can click to zoom the previous image
    1. The UDCA results page will display a matrix of metrics for each day of your time period by each hour of the day. Hovering over any cell will give you four metrics, broken down into subsets (e.g.; Delay Cost, broken down by Delay Cost per VMT).
    2. The heatmap-style coloring allows you to quickly see any patterns or “hotspots” in the results. Looking at the 8am to 5pm period, Total Cost is highest on Apr 12th during the 11am and 12pm hours.
    3. For our report, we first created an info-box that shows the average daily vehicle-hours of delay and cost over the week, then added the appropriate results from the UDCA matrix.
    4. We then added the values for Total Cost and Vehicle-hours of Delay in the Day-by-Day Performance Metrics table. To complete the table, we added two weather icons – light rain and heavy rain – that may have had an impact on travel – bolded the worst performance for each metric, and finally added a For the Week summary of Total Cost and Vehicle-hours of Delay at the bottom.
    5. The Day-by-Day Performance Metrics table – and all of the report info-boxes are now complete!
  10. Assemble your Weekly Report

    weekly report page 1 Magnifying glass indicating that you can click to zoom the previous image
    weekly report page 2 Magnifying glass indicating that you can click to zoom the previous image
    weekly report page 3 Magnifying glass indicating that you can click to zoom the previous image
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    weekly report page 12 Magnifying glass indicating that you can click to zoom the previous image
    weekly report page 13 Magnifying glass indicating that you can click to zoom the previous image
    1. We now have all the elements to assemble our Weekly Report for the I-75 portion of the interchange project.
    2. First, we created two versions – one using the roadway graphic and the other a Work Zone Details sidebar.
      • Note that for the sidebar version, we used a column chart instead of a bar chart to save space, since the Work Zone Details takes up more room.
    3. Next, we entered all the information in the report header, such as: agency logo, contact info, title, reporting period, project location and number.
    4. We then added the info-boxes and Day-by Day Performance Metrics table, to complete the report.
    5. We also created a report for SR-884 (Colonial Blvd) - the other road of the interchange project - using the same tools, queries and results (we used the events sidebar version, since there weren’t enough events to warrant a chart).
      • After your initial report build, subsequent reports will be easier and faster to complete, since your basic layout and information will most likely not change from report to report. Just update the weekly results.
      • We’ve included a few more optional layouts for Weekly Work Zone Reporting, as well as a Daily Option (two levels of detail) for those days that have a high-profile incident. See those examples under Agency Use Case examples, as well as other version examples.
      • If desired, you can include this supplement to your Performance Summary that includes a Notes section and an area for images with captions.
      • We’ve included a few more optional layouts that you can consider – a 7-day Congestion Scan graphic and a 7-day Trend Map graphic.

        These graphics can be easily created in PDA Suite using the same query inputs as the other tools, then copied and pasted into a report.

        They also lend themselves to being hyperlinked to the tool’s results pages for additional detail and drill-down, the linking process of which is explained in the Design Resources document.

        For Trend Map results, you can also create a link that will access a simplified version of Trend Map (e.g.; only showing the metric included in your report) that nonetheless has significant capabilities, such as animated roadway performance measures (over the course of the day), zoom features, hover/click on a roadway segment for a tooltip, etc. This linked Map can then be shared with anyone, even if they don’t have access to RITIS (see the Design Resources document for linking to a simplified Trend Map, and a one-page Trend Map Quick Start Guide).
      • For these Daily Work Zone Performance Reports, we used one other additional tool – Performance Charts – to get the slowest speeds and longest travel times as an additional metric. We’ve also included a line chart and bottleneck graphic in one of the report templates for more visual options.

        Simply run Performance Charts with the same query information used for the Weekly analysis. You can change the time periods to just your analysis day (in our case, Apr 12th) or run the entire week to see other changes for each day, then select Apr 12th through the Chart Data checkboxes on the results page.

        Hovering over the lines will show a tooltip of the Date, Time and Speed at the point you’re hovering. Click once to lock the tooltip. You can find the slowest speeds and longest travel times (switch to Travel Time using the Metric dropdown in the results page sidebar) using this method or click the Save as…icon to save the results as an XML for use in Excel.

        Open the saved file and review the data for the slowest speeds and longest travel times. Enter these values into the appropriate sections of your report.

        For the Bottleneck graphic, click the checkboxes on the desired bottlenecks in the table on the results page, which will update the map. Use the zoom feature (and frame handles on the map) to resize the map. Use Display Options to adjust bottleneck annotations (rank, events, etc.) then then screenshot the map and paste it into your report.

Your report is now complete!

completed front cover page Magnifying glass indicating that you can click to zoom the previous image
completed project overview page Magnifying glass indicating that you can click to zoom the previous image
completed weekly performance report page Magnifying glass indicating that you can click to zoom the previous image
completed weekly performance report page Magnifying glass indicating that you can click to zoom the previous image
completed back cover page Magnifying glass indicating that you can click to zoom the previous image
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