Making monthly reports worth reading
World class finance functions produce monthly reports that managers actually read.
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Course Type
E-learning
Length
3 - 5 hours
What you’ll achieve
- Clearly outline business strategies and relevant KPIs in your monthly reports
- Know what to report on, helping to lay the foundations for effective reports
- Align your business strategy with your reporting
- Cater for different audience needs including understanding the best way to present data
- Design and format monthly reporting dashboards
- Help users interpret your reports
- Use your reports to identify performance issues and provide solutions
About this course
World class finance functions produce monthly reports that managers actually read. This course enables you to delight your audience by setting clear objectives, creating compelling visuals and creating monthly reports that drive business improvement.
Overview
E-learning |
|
3 - 5 hours |
|
Report writing |
Syllabus
Deciding what to report
- What's in a report?
- Monthly reports matter
- Developing a strategy
- The importance of context
- The hierarchy of KPIs
- Choosing KPIs
Following best practice
- The principles of effective reporting
- Reading the room
- Your audience
- Thinking styles
- It's all in the presentation
- Bad presentation
- Good presentation
- Presenting performance and cost
Using dashboards
- Getting the tech right
- What is a dashboard?
- Designing a dashboard
- Structuring your dashboard
- Additional comments
- Commentary
- A born presenter
Reacting to the monthly report
- Improvement cycles
- Root causes
- The best solution
- Reviewing improvement progress
- Receiving feedback
- Feedback
- Key points.
How to access
You will be directed to an external site to complete purchase and VAT will be applied at checkout.
