Reporting Template

By Team Awesome3/13/14

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Agenda

• Executive Summary• Key Performance Indicators– Insights– Implications/Actions

• Overall Performance– Observations– Implications

• Specific Tactics

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Executive Summary

• This is the elevator pitch for the rest of your presentation

• Try to keep it to a format that can be read in 1-2 minutes

• Assume that this presentation will be passed along to others and this is the only slide they will read

• Don’t worry about chronology, this should be the LAST slide you create

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KEY PERFORMANCE INDICATORSTransition Slide

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Key Performance Indicators KPI and Insight Implication / Actions

• We grew our business by $120k (5%) last month due to our awesome widgets contest

• Contests work for our business but we can only reasonable do them once a quarter

• Develop a contest calendar for future months

• When I make text bold, you pay attention to the bold part

• Selectively use bold font in all future slides to draw attention to key points

• KPI slides can be as long as you need them to be. There is no set number of observations you need to include

• Develop somewhere in between 3 and 10 KPIs that you can draw upon in your report

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OVERALL PERFORMANCETransition Slide to let Information Soak in

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Overall Performance

Observations• 80% of our performance was good, but still did not meet our target. I know this

because it’s in red and red is bad!• Our bad performance is much higher than we expectedImplications• We won’t hit our goals of 85% if this bad performance trend continues• If we don’t get back up to our goal, we get no bonuses

Target Target%

Actual (March 14)

% Variation Variation(%)

Good 85,000 85% 80,000 80% -5,000 - 6%

Bad 13,000 13% 18,000 18% +5,000 +38%

Unsure 2,000 2% 2,000 2% 0 0%

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Overall Performance

Company Performance

GoodBadUnsure

Observations• 80% of Our Performance is Good!• 18% of our performance is really badImplications• We need to get our good performance back up to our goal of 85%• If we don’t get back up to our goal, we get no bonuses

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SUPPORTING EVIDENCE

Where we summarize all of the numbers and charts that make up the executive summary, KPIs and Overall performance

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Supporting Evidence

• This is where you get to give some more depth to the sections you covered previously. If you have followed the format to this point, you will only need to view these pages if specific questions arise.

• Chances are that you might not even get this far in your “live” presentation.

Observations• Our supporting evidence is substantial • We used bullet points to give evidence here, but maybe a chart would be better?Implications• Let’s try to use a chart next time to see if that works better

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Supporting Evidence

• There are many ways to provide supporting evidence, so it’s up to you to provide this information.

• Just remember to add observations and implications to each slide for those who are not able to catch your presentation in person

Observations• Our supporting evidence is substantial • We used bullet points to give evidence here, but maybe a chart would be better?Implications• Let’s try to use a chart next time to see if that works better

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THANK YOUFor more information, please contact me: yourname@company.com

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APPENDIXThis is where the data geeks find the fun stuff

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Appendix: Awesome Data

• This is where you put all of the stuff that you think is super important, but may be too much detail for your audience.

• All of your hard work is relegated to the back pages of the presentation.

• It stinks, doesn’t it? • But remember the fun you had in digging deep

into the data, for this is what made the rest of the presentation great!