Are your reports being left in the briefcase and deemed as read?

Many management reports are not a management tool, they are merely memorandums of information. 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.

You need to measure and report on those activities the Board, management, and staff need to focus on.

Does this sound familiar? If so, read this free article for more information on how make your reports count.

There are multiple ways that David Parmenter can help.

  1. Read my white paper on "Decision Based Reporting – producing reports that make a difference".
  2. Read Pareto's 80/20 for Corporate Accounts
  3. Attend one of my workshops — you also get a free copy of my white paper.
  4. Listen to my free webcasts on bettermanagement.com
  5. Subscribe to my personal website for my latest articles

What you can gain from reading David's white paper

White Paper Cover Image
  • access to electronic versions of all templates
  • 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 to report financial and performance measures to management and the staff
  • make your reports more concise, interesting and action focused

David Parmenter has presented this decision based reporting white paper to over 1,500 accountants in 10 centres in Europe and Australia. David was educated and qualified as an accountant in Europe. The lessons of his work are very relevant to European enterprises.

David will provide new insights on how people are reporting daily, weekly and monthly information. This paper will be useful for readers who want to restructure their board and senior management reporting.

This white paper covers

  • monthly management reports that make a difference (P/L, B/S, Cash Flow, Rolling Forecasts, Balanced Scorecard, Capex, Project Reporting, Etc.)
  • Board dashboards
  • team scorecards
  • key daily and weekly reporting that will improve performance
  • reporting using a rolling forecast benchmarks
  • reports to help management finish what they start!
  • useful HR report formats

To purchase this white paper (and others) please email me at parmenter@waymark.co.nz

Table of Contents from "Decision Based Reporting"

  1. Background
  2. Better practice month-end reporting formats
  3. Daily / Weekly Reporting
  4. Better practice reporting stories
  5. Designing graphs by Stephen Few, an expert based in the USA
  6. Reporting without a budget
  7. Board reporting better practices
  8. Many KPIs are not KPIs!
  9. Reporting performance measures
  10. Reporting HR so management become interested
  11. Writer’s biography
  12. Appendix 1: Daily, Weekly, Monthly HR reporting templates

Testimonials

Comments from a decision based report course run for CIMA in London

  • Good new ideas for reporting, very thought provoking
  • It has given me many new ideas to give more meaningful reports
  • Rigourous approach to identifying KPI’s and the interplay of daily/weekly/monthly information was a highlight
  • The following were most useful: Board dashboard report, Team scorecard, Monitoring projects
  • This course will directly influence future reports to management team and board and new PIs for the finance team
  • Gave ideas on speeding up month end and how to implement them
  • Practical; will re-focus attention of accountant to be forefront of decision-making
  • New ideas for reporting, I will ensure changes are followed through when I get back at work
  • Common sense reporting on activities, rather than numbers. MOST EXCELLENT

More Testimonials on all of David's work are available here.

How to buy

You can use Paypal to purchase this paper by adding it to your cart. Or you can deposit money into my bank account using the instructions below.

This cutting-edge white paper is available for purchase at $250 NZD each. This white paper has over $100,000 of consultancy time invested, and evolved through interaction with over 5,000 workshop attendees, working in management since early 1980 and meeting with influential thought leaders. This paper is not a regurgitation of other writer's work.

This white paper include templates, checklists, workshop agendas, etc to help you implement the changes required. The white paper is sent in hardcopy and the templates included in the paper are made available electronically at the time of purchase.

Please deposit the money using the account information below and email me (parmenter@waymark.co.nz) confirming you have done this, along with your postal address. Once the payment has been received, I will email you the protected files.

Account Name: Waymark Solutions
Bank: ASB bank, Lambton Quay Branch, Wellington, New Zealand
Account Number: 12-3140-0203946-050
Reference field: Company Name and product wanted

Free Webcasts on bettermanagement.com