1. Charting Best Practices

2. Tips & Techniques
Show the total year – 12 months if annual business goal plan
Show the goal line starting point and goal line finishing point
Label the X and Y axis with the appropriate unit and measure
Dollars, quality rejects, month, weeks, etc.
Show the ACTUAL progress line for each update period

3. Tips & Techniques
Create STANDARD UPDATE times for your charts. Block out time in your planning systems
Eg. Last Monday in month for 30 minutes
Have a HEADER label that shows the SMART goal title and company logo
Show the FILE LOCATION in the footer section of each chart

4. Tips & Techniques
Show the REVISED DATE in the footer section of each chart
POST these charts in your office walls with regular updates
STANDARDIZE your charts. Use one style of format for COMMON goals
Eg. Line charts for Sales Revenue that each branch uses
Project Gantt charts for non-recurring events or actions

5. Tips & Techniques
Types of Charts:
Bar

7. Tips & Techniques
Types of Charts:
Bar
Line

8. Increase Sales by 10% over last year

9. Tips & Techniques
Types of Charts:
Bar
Line
Dashboard

10. Sample Dashboard

11. Tips & Techniques
Types of Charts:
Bar
Line
Dashboard
Gantt