Decision based reporting – producing reports that make a difference

Many management reports are not a management tool, they are merely memorandums of information, taken home in the brief case and never read!  Management reports as a management tool help with the alignment of behaviour and encourage action to take place, on a timely basis and in the right direction.  In other words, you need to measure and report on those activities the Board, management and staff need to focus on. David Parmenter will be delivering new insights on how people are reporting daily, weekly and monthly information that makes a difference.

During the workshop attendees will have the opportunity to share some of the breakthroughs that they have made in this critical area. Do not miss out, book early.

This session will be useful for participants who want to restructure their reporting to the board and senior management.

This session will cover:

• monthly management reports that make a difference (P/L, B/S, Cash flow; Rolling forecasts, balanced scorecard, Capex, Project reporting etc.)
• one page dashboard to show where the organisation is to the Board
• team scorecards and reporting general progress to staff
• key daily and weekly reporting that will improve performance
• reporting KPIs that make a difference
• ways to help management finish what they start!
• the Toyota one A3 page investment proposal
• the one page A3 report to the CEO
• reporting progress of the strategic initiatives
• reporting on major cost risks in the next three year timeframe
• useful HR report formats

Benefits of attending

Upon attending you will be able to:

• apply daily, weekly and monthly report formats that will make a difference to management
• prepare a dashboard of your Key Result Indicators to your Board
• use better practice templates (provided electronically to all course attendees) to report financials and performance measures to management and the staff
• make your reports more concise, interesting and action focused
• review, at your leisure, the comprehensive white paper with electronic media valued at NZ$250.

Target audience:

• Finance directors, CFOs or financial controllers
• Practitioners, management accountants, and financial accountants who are involved in preparing financial management reports

CEOs who want to improve the reports that are presented to the senior management team and the Board.