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 ReportsHow To Create MeaningfulMonthly ReportsDCE Communications, LLC1Copyright 2009 DCE Communications, LLCAgendaAuthor / Audience RelationshipsPurpose of Monthly ReportStructure and ContentRules of Thumb2Copyright 2009 DCE Communications, LLCAuthor / Audience3Copyright 2009 DCE Communications, LLCProvide 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, LLCStructure5Copyright 2009 DCE Communications, LLCContent: Current Month6Copyright 2009 DCE Communications, LLCProblems 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, LLCContent: Goals Next 30-90 Days8Copyright 2009 DCE Communications, LLCBe 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, LLCCopyright 2009 DCE Communications, LLC10Thanks for Your Time!DCE Communications, LLCDiane C. Einsele805-277-4889Email: diane@dcecommunications.netSee us on the Web