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5.2 - Using Templates to Building a Report

Previous Section: 5.1 - Report Components

Using report templates is a great way to save time and ensure your reports are always consistent and aligned with best practices. These pre-populated templates provide a clear structure and a framework for capturing the critical data you need to drive strategic discussions.

Let's explore the report templates:

1. Executive Quarterly Review - provides is a concise, high-level briefing designed to give leadership a comprehensive overview of your team's performance. By providing deep insights into key performance indicators and outcomes, it enables a data-driven approach to strategic decision-making.

This review allows you to:

  • Review and discuss key measures and outcomes to understand what's working and what isn't.

  • Make informed decisions on which initiatives to stop or continue based on their performance.

  • Identify new goals to start or replace those that are no longer serving the company's objectives.

This process ensures that your team's efforts are always aligned with the overarching strategic goals, driving continuous improvement and focused growth.


2. Leaders Dashboard - designed for regular check-ins with leadership, providing a focused view of a specific function or department's performance. It allows you to stay on top of key metrics, ensuring your team is on track to meet its goals.

This dashboard helps you:

  • Review KPIs to get an immediate sense of what's working and what isn't.

  • Conduct a brief review of quarterly goals, allowing you to quickly assess progress.

  • Highlight wins and celebrate achievements to keep the team motivated.

  • Identify underperforming teams so you can provide targeted support.

  • Drill into and understand underperforming themes or work streams to uncover the root causes of issues and address them proactively.

This process ensures accountability and provides a clear, data-driven foundation for a function's or a department's success.


3. Focus Area Deep Dive - provides a granular understanding of a team's progress within a particular focus area. It goes beyond high-level metrics to highlight the tangible advancements and achievements that are driving success.

This report is perfect for:

  • Celebrating "biggest steps forward" by highlighting significant progress on key goals.

  • Reviewing and acknowledging completed goals, which provides a sense of accomplishment and momentum.

  • Sharing highlights from updates to ensure the entire team is aware of recent achievements and contextual insights.

By concentrating on these key elements, the Focus Area Deep Dive helps teams stay motivated, informed, and aligned on the critical work that is moving them closer to their objectives.


For a full breakdown into each of the templates, please watch the guide:

 

Next Section: 5.3 - Sharing, Permissions and Exporting a Report