This unique implementation toolkit comprise my latest thinking on the subject matter. The toolkit contains 80 pages designed to help readers implement best practice reporting. This toolkit covers reporting: Fortnightly update to your manager, Monthly stewardship (budget holder’s) reports, Reporting progress on a major project , Reporting progress on multiple projects, Proposing a new application system (SaaS) , Proposing a new product or service, Proposing entry into a new market with an existing product, A reorganisation, Buying a company, posing a change to procedures
Comprehensive E-templates will help you move forward. Price in US Dollars. I have spent around US$20,000 developing and updating this toolkit. I guarantee, you will save many times the cost of the toolkit.
This toolkit is for all managers who, from time to time, need to prepare a report. It contains over 80 pages of guideline, rules, E- templates to get your report over the line. Enhancing your career and your job satisfaction.
Contents\
- Background. 4
1.1. Where was the training in report writing? 4
1.2. A book you should devour 5
1.3. Message from a frustrated CEO. 5
1.4. Selling change –this is what many reports are trying to do. 5
- Basics of reporting. 8
2.1. You first need to understand some time management techniques. 8
2.2. Achieving a common understanding of the assignment 13
2.3. Planning your research. 13
2.4. Designing that Florence Nightingale graphic 14
2.5. Interviewing techniques when doing research. 15
2.6. Designing graphs by Stephen Few, an expert based in the USA. 18
2.7. Planning what you want to say. 22
2.8. Have a report style you keep to. 24
2.9. Getting your presentations pursausive. 26
2.10. Adopt these quality reporting processes 27
2.11. Limiting the use of Excel in reporting. 29
2.12. Avoid unnecessary detail 29
2.13. Remember the decision maker is an alligator 30
- Common reporting requirements 31
3.1. Fortnightly update to your manager 31
3.2. Monthly stewardship (budget holder’s) reports 32
3.3. Reporting progress on a major project 33
3.4. Reporting progress on multiple projects 34
3.5. Proposing a new application system (SaaS) 35
3.6. Proposing a new product or service. 36
3.7. Proposing entry into a new market with an existing product 37
3.8. Buying or leasing a major asset 38
3.9. Planning a move of an office. 39
3.10. A reorganisation. 40
3.11. Buying a company. 41
3.12. Proposing a change to procedures 42
3.13. Response to a disaster scenario (COVID 25) 43
- Designing and Drafting One Page Dashboards 44
4.1. Common Dashboard pitfalls 44
4.2. Three well designed dashboards 45
4.3. Three poorly designed dashboards 45
4.4. The Toyota A3 investment proposal 55
4.5. Reporting against a recent forecast rather than a budget 57
4.6. A One-Page Board Dashboard. 58
4.7. Reporting the rolling forecast to the Board. 62
- Reporting on your indicators to improve performance. 65
5.1. Getting your KPIs to work. 65
5.2. The four types of performance measures 65
5.3. Unintended behaviour – the dark side of measures 69
5.4. Reporting the KPIs to management and staff 70
5.5. Reporting RIs and PIs to Management 73
- Writer’s biography. 81
- Appendix 1: Interview Checklist 82
- Appendix 2: Examples of report formats from a reporting tool 83
- Appendix 3 Delivering compelling PowerPoint presentations 86