[COMPANY NAME]

Annual Performance Report V2.0 2019 You need only to fill the white & blue cells

Introduction: Definitions:
This template is designed to provide decision makers with the strategic direction needed to monitor and Key - whether the indicator or metric is Key or not. Key means of crucial importance to the company.
improve the overall performance of an organization. Ready - whether the indicator or metric is complete and ready to be shared or not.
You may need to present this report at your management review meetings. It could be linked to other Weight - automatic based on the readiness & if the metric is Key or not. Can be made manual if needed.
detailed and short-term operational reports. Weighted scores will show the relative importance of the business function.
Characteristics: Target comparison - comparing the actuals with the target. And for this, the % on target metric is used.
- A dashboard for performance monitoring (per business function) Improvement comparison - it's a way to see the progression of improvement overtime using the % improved.
- Two types of comparison analyses (against established standards and across time).
- A trend chart per metric.
- The attention to provide a benchmark, a target, or an industry standard (per metric).
- An overall performance dashboard for the company as a whole.
Drop-down lists: Compare to target Compare to last year
Categories Description Type 1 Description Type 2 Description Functions Count Key Ready Target set % target set % on target % improved Weight
1 Sales 0 0 0 0 0.0% 0.0% 0.0% 0
STR Strategic goals 2 Not available
OP Operational 3 Not available
IMP Improvement 4 Not available
OBL Obligatory 5 Not available
MIX Combination 6 Not available
NA NA 7 Not available

Count Key

Sales Not available Not available Not available Not available Not available Not available Sales Not available Not available Not available Not available Not available Not available

Weight % target set

Sales Not available Not available Not available Not available Not available Not available Sales Not available Not available Not available Not available Not available Not available

% on target % improved

Sales Not available Not available Not available Not available Not available Not available Sales Not available Not available Not available Not available Not available Not available

Instructions: Terms and conditions:

1- Enter your business functions under the Functions column (this worksheet). This template can be customized and modified to fit your requirements. We are not liable, however, for its misuse.
2- Rename the worksheets to represent your business functions (use the same names & order). The template is for personal and business use only.
3- Fill out the worksheets with your specific KPIs & metrics names (use the far left white cells). It may not be made available publically without prior written consent of CI Toolkit.
4- For each KPI or metric, fill out the main attributes (blue cells) and the actual figures (white). Redistribution, reselling, lease, license, sub-license or offering this template to a third party are not allowed.
5- Print this annual performance report (this worksheet) or any other report as needed. This also includes uploading it to another website & offering it without reference or maintaining CI Toolkit information.
Note 1 - you may need to change the formatting of the numbers manually. For any help, more information, or if the file has not been downloaded correctly, please email us at: info@citoolkit.com
Note 2 - it is recommended to protect the worksheets before data entering (after design change).
Continuous Improvement Toolkit . www.citoolkit.com
 Annual Performance Report V2.0 Total 0
% on target 0%
Key 0 out of 0
Sales 2019 Ready 0 out of 0
% improved 0%
Target set 0 out of 0
◄ Back to Main Page Main Attributes
Polarity Target
Ready? Key? Category Unit Source of data Target (p/q/blank) 2015 2016 2017 2018 2019 Trend comparison Time comparison

NA NA

NA NA

NA NA

NA NA

NA NA