How To Create Meaningful Monthly Reports

Download How To Create Meaningful Monthly Reports

Post on 16-Apr-2017




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Delivering Successful Monthly Reports

How To Create MeaningfulMonthly Reports

DCE Communications, LLC1Copyright 2009 DCE Communications, LLC

AgendaAuthor / Audience RelationshipsPurpose of Monthly ReportStructure and ContentRules of Thumb2Copyright 2009 DCE Communications, LLC

Author / Audience3Copyright 2009 DCE Communications, LLC

Provide a Summary of progress for ManagementProjects, Programs, Imperatives and/or Areas of ResponsibilitySelf-Auditing Tool for YouIdentifies areas of slow or no progressHelps determine whether you need increased focus or change in resourcesProgress = Accomplishment of Goal(s)Start somethingComplete somethingE.g. Complete [development], Launch [product], Process [leads], Close [sales] etc.Purpose of Monthly Report4Copyright 2009 DCE Communications, LLC

Structure5Copyright 2009 DCE Communications, LLC

Content: Current Month

6Copyright 2009 DCE Communications, LLC

Problems not resolved during past monthAsk for help if required, orSubmit plan to resolve issueReporting Problems with no Corrective Action Plan is just WhiningState the facts and build a rational case for consequences of not resolving the issueAvoid emotionally charged languageAbandon your inner Chicken LittleContent: Unresolved Issues7Copyright 2009 DCE Communications, LLC

Content: Goals Next 30-90 Days8Copyright 2009 DCE Communications, LLC

Be optimisticLimit Topics or Tasks per Topic to 5Avoid emotionally charged languageThink goal-oriented, use active voiceBe brief but completeUse bullet lists where appropriateRules of Thumb9Copyright 2009 DCE Communications, LLC

Copyright 2009 DCE Communications, LLC10

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DCE Communications, LLCDiane C. Einsele805-277-4889Email:

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