Reporting Template and Storyline
Objective
Create reports that drive decisions within the first 5 minutes.
Storyline Structure
- What changed
- Why it changed
- Business impact
- What we will do next
Monthly Report Sections
- Executive summary (top 3 points)
- KPI table vs target
- Wins and losses with root causes
- Tests run and learnings
- Next month action plan
One-Page KPI Table Template
KPI | Target | Actual | Delta | Commentary | Action
Communication Standard
- Use plain business language
- Keep jargon to appendix section
- End every section with an action owner
Next Step
Return to the module overview and continue with the next lesson in sequence.