About

Many management reports are not a management tool, they are merely memorandums of information, taken home in the brief case and never read!  

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.  In other words, you need to measure and report on those activities the board, management and staff need to focus on. David Parmenter will be delivering new insights on how people are reporting daily, weekly and monthly information that makes a difference.

This course will be useful for participants who want to restructure their reporting to the board and senior management.

Outline

The course will cover:
Monthly management reports that make a difference (P/L, B/S, Cash flow; Rolling forecasts, balanced scorecard, Capex, Project reporting etc.) one page dashboard to show where the organisation is to the Board reporting performance measures
1. Team scorecards
2. Organisational dashboards
3. The ten pitfalls of dashboard design
4. Reporting KPIs that make a difference
5. Reporting general progress to staff
6. Key daily and weekly reporting that will improve performance
7. Ways to help management finish what they start!
8. The Toyota one A3 page investment proposal
9. The one page A3 report to the CEO
10. Reporting progress of the strategic initiatives
11. Reporting on major cost risks in the next three year timeframe
12. Useful HR report formats

LEARNING OUTCOMES
• 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 (provided electronically to all course attendees) to report financials and performance measures to management and the staff
• Make your reports more concise, interesting and action focused
• Review, at your leisure, the comprehensive white paper with electronic media valued at NZ$250.

Facilitator

David Parmenter

David Parmenter is an international presenter who is known for his thought provoking and lively sessions, which have led to substantial change in many organisations. He is a leading expert in the development of winning KPIs, replacing the annual planning process with quarterly rolling planning, quick month-end processes and making reporting a decision based tool.  

David has speaking engagements as far afield as Auckland, Wellington, Sydney, Melbourne, Brisbane, Adelaide, Canberra, Perth, Kuala Lumpur, Singapore, Johannesburg, Dublin, London, Birmingham, Manchester and Edinburgh.  
He has also worked for Ernst & Young, BP Oil Ltd, Arthur Andersen, and Price Waterhouse.  

David has an in-depth understanding of better practices of corporate accountants across all sectors. He has worked for Ernst & Young, BP Oil Ltd, Arthur Andersen, and Price Waterhouse.   He is a fellow of the Institute of Chartered Accountants in England and Wales.

David Parmenter has spent most of his career working in Finance. His book gives you tried-and-tested practical tools and techniques that will achieve quick payback by helping you remove bottlenecks whilst improving the performance of your finance function. His recommendations can be applied right anyway without any major system changes.

David Parmenter is also facilitating:

• David Parmenter: How to implement quick month-end reporting by day 3 or less

In-house Training