Case study 02 · Performance management

Make the report serve the decision.

Simplifying performance management around the decisions a leadership team needed to make.

The challenge

Weekly performance discussions were buried in lengthy reports.

What we did

Identified the measures leaders actually used and simplified reporting around them, with a clearer meeting rhythm.

What changed

Reporting organised around the decisions the leadership team needed to make, put into practice with the leaders using it.

The situation

Lengthy reports obscured the discussion.

A leadership team’s weekly performance discussions were buried in lengthy reports. The starting question was which measures actually helped leaders make decisions.

The work

Bring measures and decisions together.

The work identified the measures that mattered to the leadership team and simplified reporting around those priorities.

A clearer meeting rhythm and support for the leaders using it helped put the new approach into practice.

The practical lesson

Start with what the reader needs to do.

The connection to Corporate Affairs is direct. Before deciding what belongs in a report, establish the decision it needs to support, who will use it and what they need to know.

Three questions before any report
  1. What decision does it support?
  2. Who will use it?
  3. What do they need to know?

An earlier Transformation Partners engagement. Client details are confidential.

All selected work

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