Templates and Checklists: Chapter 10 Reporting of Performance

Measures
Steps by size of organisation Less than Between Over 3,000
250 FTEs 250-3,000 FTEs
FTEs
1. Developing the Reporting May be of Y
Frameworks at All Levels Checklist use
2. Developing Display, Reporting, and May be of Y
Review Frameworks at All Levels— use
Worksheet for Completion

Template 1 Developing the Reporting Framework at All Levels

Checklist
Checklist for developing display, reporting and review frameworks at
all levels (FS = step that links to a foundation stone)
1. Has the KPI team been given the delegated authority to finalize the  Yes  No
reporting framework?
2. Have you based reporting around a decision-based process? (e.g.  Yes  No
avoiding the trap of large, late information memorandums that do not help
the decision-making process)
3. Have you accessed some better-practice reporting templates?  Yes  No
4. Have you developed separate reporting for the board? (based around  Yes  No
key result indicators)?
5. Have you developed a team scorecard template which teams can  Yes  No
complete easily using standard systems?
6. Have you developed an organizational scorecard for the SMT?  Yes  No
7. Have you developed an organizational scorecard for staff?  Yes  No
8. Have you developed 24/7 and daily reporting of KPIs on the intranet?  Yes  No
9. Have you developed weekly reporting of KPIs on the intranet?  Yes  No
10.Is there a moratorium on changing reports and graphs for at least 6  Yes  No
months?
11.Have you established company graph standards that comply with better  Yes  No
practice?
12.Have you supplied electronic templates of these graph standards to all  Yes  No
teams?
13.Are there notice boards where staff can see these measures in hard  Yes  No
copy?
14. Can the relevant stakeholders access the KPIs that are relevant to  Yes  No
them? (e.g., the union should be advised if “delivery in full, on time” is
becoming an issue)? (FS)
Template 2 Developing Display, Reporting and Review
Frameworks at All Levels Team - Worksheet for Completion
1. Where will results of performance measures be displayed each
week?
 Team notice board  Yes  No
 Team meeting room  Yes  No
 Canteen/eating areas  Yes  No
 Team intranet page  Yes  No
 Other (company newsletter)  Yes  No
2. When will team/division/department/area performance measures be reviewed?

3. If there are key performance indicators (KPIs) in your area of influence, what immediate
action should be taken to correct KPIs that are off target?
The KPIs relevant to the team Action staff should take immediately (already
have delegated authority)

Double up cleaning staff,

Thechaperon at riskshould take imme
action staff
Late planes in the sky
passengers (elderly and unaccompanied minors) to
business lounge, prevent late check-in etc)

4. Has the delegated action been conveyed to all relevant teams?

 Team _____  Yes  No
 Team _____  Yes  No