Waymark Solutions

Services To:

• Senior Management
  • Team Balanced Scorecard
  • Case Study: Critical success factors and performance indicators
• Finance Team
  • Convert your Finance monthly reporting into a decision based tool
  • Course Flyers for In-house courses
  • One day workshop on KPIs
  • Review of the Budgeting and Forecasting Process
  • Team Balanced Scorecard
  • Case Study: Critical success factors and performance indicators
• Corporate Service Teams
  • Case Study: Critical success factors and performance indicators
  • Team Balanced Scorecard

• Workshop Topics
• Upcoming Workshops

Decision Based Reporting – producing reports that make a difference

Home > Workshops > Topics > Decision Based Reporting – producing reports that make a difference

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. In other words, you need to measure and report on those activities the Board, management and staff need to focus on. David Parmenter has now presented this decision based reporting workshop 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. During the workshop attendees will have the opportunity to share some of the breakthroughs that they have made in this critical area. Do not miss out, book early.

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

This session will cover:

• 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

Benefits of attending

Upon attending you will be able to:

• 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
• review, at your leisure, all workshop content in the comprehensive accompanying paper written by David Parmenter.

Target audience:

• Finance directors, CFOs or financial controllers
• Practitioners, management accountants, and financial accountants who are involved in preparing financial management reports
• CEOs who want to improve the reports that are presented to the senior management team and the Board