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"What's This Management Reporting Assessment All About?"

In order to get an accurate Management Reporting Assessment for your company, you need to be as honest as possible with your answers. You're welcome to complete this scorecard on your own, but you may also want to complete it with your team, to gain a more holistic understanding of your current reporting situation. 

This assessment requires 5-10 minutes of your time. At the end, you will be rewarded with a detailed overview of where you are right now with your reporting process, as well as steps you can take to improve your process. We'll send your results via e-mail so that you always have a copy to reference.

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How Your Scorecard Will Be Calculated

  Framework

Success with management reporting starts with a strategic framework that everybody understands, whether that be the Balanced Scorecard, OKRs, Strategy Maps or a hybrid.

  Alignment

Does your team understand how each of your elements are evaluated? Do each of your projects, KPIs, and goals align and link to each other? Alignment and openness are necessary for any reporting process.

  Data Collection

Your data should seamlessly integrate from multiple sources, allowing everything you need to make good, strategic decisions to exist in just one place.

  Report Generation

Are you managing updates for reports, or chasing them down from your team? Reports should be generated and distributed automatically every month, with no nagging needed.  

  Meetings

Meetings are a time to make strategic, data-backed decisions, not a time to dissect the data and reports that were sent ahead of time.

  Efficiency

The management reporting process should provide meaning and context behind your work, not simply give you more work to do. How much time does the process take you each month?

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How We Created the Management Reporting Assessment

Over the years, we’ve worked with hundreds of companies around the world and across all industries to help them re-envision their management reporting process. We’ve taken the data that we collected and synthesized it into recommendations for how any organization, no matter what your current reporting process is, can improve their management reporting process.

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What to Expect from Your Scorecard

Your Management Reporting Assessment will give you an accurate review of the strengths and weaknesses of your company’s reporting process and how you compare to other organizations. Based on your responses, we will also provide you with a detailed and personalized set of next steps for you to further improve your management reporting process.

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