0. Reporting Template
By Team Awesome
3/13/14

1. Agenda Executive Summary Key Performance Indicators
Insights
Implications/Actions
Overall Performance
Observations
Implications
Specific Tactics

2. Executive Summary
This is the elevator pitch for the rest of your presentation
Try to keep it to a format that can be read in 1-2 minutes
Assume that this presentation will be passed along to others and this is the only slide they will read
Don’t worry about chronology, this should be the LAST slide you create

3. Key Performance Indicators
Transition Slide
Key Performance Indicators

4. Key Performance Indicators
KPI and Insight
Implication / Actions
We grew our business by $120k (5%) last month due to our awesome widgets contest
Contests work for our business but we can only reasonable do them once a quarter
Develop a contest calendar for future months
When I make text bold, you pay attention to the bold part
Selectively use bold font in all future slides to draw attention to key points
KPI slides can be as long as you need them to be. There is no set number of observations you need to include
Develop somewhere in between 3 and 10 KPIs that you can draw upon in your report

5. Transition Slide to let Information Soak in
Overall Performance

6. Overall Performance Target % Actual (March 14) Variation (%) Good
85,000
85%
80,000
80%
-5,000
- 6%
Bad
13,000
13%
18,000
18%
+5,000
+38%
Unsure
2,000 2% 0%
Observations
80% of our performance was good, but still did not meet our target. I know this because it’s in red and red is bad!
Our bad performance is much higher than we expected
Implications
We won’t hit our goals of 85% if this bad performance trend continues
If we don’t get back up to our goal, we get no bonuses

7. Overall Performance Observations 80% of Our Performance is Good!
18% of our performance is really bad
Implications
We need to get our good performance back up to our goal of 85%
If we don’t get back up to our goal, we get no bonuses

8. Where we summarize all of the numbers and charts that make up the executive summary, KPIs and Overall performance
Supporting Evidence

9. Supporting Evidence
This is where you get to give some more depth to the sections you covered previously. If you have followed the format to this point, you will only need to view these pages if specific questions arise.
Chances are that you might not even get this far in your “live” presentation.
Observations
Our supporting evidence is substantial
We used bullet points to give evidence here, but maybe a chart would be better?
Implications
Let’s try to use a chart next time to see if that works better

10. Supporting Evidence
There are many ways to provide supporting evidence, so it’s up to you to provide this information.
Just remember to add observations and implications to each slide for those who are not able to catch your presentation in person
Observations
Our supporting evidence is substantial
We used bullet points to give evidence here, but maybe a chart would be better?
Implications
Let’s try to use a chart next time to see if that works better

11. For more information, please contact me: yourname@company.com
Thank You

12. This is where the data geeks find the fun stuff
Appendix

13. Appendix: Awesome Data
This is where you put all of the stuff that you think is super important, but may be too much detail for your audience.
All of your hard work is relegated to the back pages of the presentation.
It stinks, doesn’t it?
But remember the fun you had in digging deep into the data, for this is what made the rest of the presentation great!