REPORT

“However beautiful the strategy, you should occasionally look at the results.” - Winston Churchill

Reporting is the process of monitoring progress, making decisions and managing the business of the organization. The strategy execution report should be prepared at regular intervals, usually once a month. This requires capturing a snapshot of performance metrics for key results and initiatives to calculate achievements. The report is presented in the form of a dashboard with metrics, tables and charts.

Objectives

1. Measure, monitor and review performance metrics

2. Diagnose causes of deviation from the target and past results

3. Ensure timely corrective actions

4. Engage all stakeholders

Approach

1. Create Report for the month

2. Enter or import metrics data in the system

3. Generate the report for the month

4. Explain variances

Output

1. Periodic Performance Report

Actors

1. Delivery Manager

2. Facilitator

3. All Stakeholders

Activities

Create Performance Report

Usually the performance report is generated at the end of the month. Delivery Manager or Strategy Facilitator will create the report in the system and update relevant performance metrics.