ISO Systems Annual Report to Top Management example wanted

[RCBeyette]

Here's how I see the situtation...

The monthly reviews communicate the performance of the previous month. Goals hit. Goals missed - including why and actions to be taken to get back on track. Highlights of the month. And so on. Is this case?

The annual review could be used to look at the data at a higher level. Instead of looking at the performance on a month-to-month level, now you can look for trends and identify goals for the following year. You can also review possible changes (internal or external) that may impact future performance. This is also the opportunity to identify benchmark performers and best practices that may benefit the organization as a whole.

[SATHYABALARAMAN]

Exactly you understand my requirements,
Can you provide me how best it can provided.

[RCBeyette]

In Reply to Parent Post by SATHYABALARAMAN

Exactly you understand my requirements,
Can you provide me how best it can provided.

I recommend a PowerPoint presentation - it makes the information easier to view by attendees.

We also used the Balanced Scorecard approach, so that we only reported on metrics that top management found to be fundamental to the success of the organization, or key to its performance. In other words, these metrics had direct alignment to our organization's strategic objectives - not just Quality, not just Environment, not just Finance. You can use the 'Search' function here in the Cove for more information the Balanced Scorecard if this is of interest to you.

We also showed the data of the metrics in the following way:

• Year-end results from 2 years ago
• Year-end results from 1 year ago
• Month-to-month results of current year
• Year-to-date results of current year
• Goal of current year
• Colour-coding to show if current years goals are being met
• Organizational benchmark results
• Statistical recommendations for next year's performance (i.e., 2013 control limits for a routine metric would be the average of the past 18 months +/- 1.5 standard deviations)

These metrics went above and beyond ISO, but it helped to strengthen our business system.