Management Reporting for Managers Workshop

Management reporting techniques to demonstrate your organisation's true performance & optimise communication

  • October 22nd - 23rd, 2019
  • Cliftons Melbourne


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- Determine key performance requirements of senior executives & operational managers in your organisation
- Develop an organisation-wide performance framework aligned with your strategic objectives
- Map the flow of interdependent strategic & operational performance objectives
- Plan the implementation of improvements to your organisation’s performance reporting


Kevin Riley

Kevin Riley has more than 30 years' experience in financial and performance management and budgeting. This includes working with Treasury and Finance departments in the Commonwealth and across all Territory and State jurisdictions. Kevin also has experience in the mining, manufacturing and food processing industries. 

Managing Director
Capital Training College


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Workshop Day One
Workshop Day Two
Management Reporting for Managers Workshop

22 Oct - 23 Oct


Develop a performance reporting framework for your business

- What is the purpose of a performance reporting framework?

- Taking a ‘whole-of-entity’ perspective to organisational performance

- What are your decision makers expecting to receive as a performance report?

Management decisions and how your reporting framework supports them

- Review approaches for a financial and performance reporting framework, including:

  - Outcome and output performance models

  - Kaplan and Norton’s Balanced Scorecard

  - The Business model canvas

  - Broad-based business reporting, or ‘Six Capitals’ integrated reporting

- Assessing and ‘stress-testing’ the appropriateness of alternative framework models for your organisation

- Considering the reporting timeframes - aligning reporting to decision making cycle

Case Study will be used to highlight the key aspects of concern in developing ‘whole-of-entity’ performance frameworks

Mapping the performance interdependencies

- Determine the cause and effect linkages between performance objectives

- Applying Kaplan and Norton’s strategy map and business model canvas mapping approaches

- Using the mapping to identify leading and lagging performance indicators and metrics

- Identify what content should be focused on in the performance report

Case Study: Apply the mapping concepts

What should the performance report look like?

- Identify the characteristics of your agency’s preferences for performance reports

- How to move beyond the financials alone

- Consider other types of performance reports

- Dashboards, Scorecards

- Develop your preferred approach - what will meet your performance reporting requirements?

  • Kevin Riley Managing Director Capital Training College


Building a performance report - analysis and evaluation

- What does good analysis and evaluation look like?

- How can you add value through good analysis and evaluation?

- Build a performance report, applying the principles considered in earlier session

- A performance dashboard, a performance scorecard

Group discussion: Participants will be given individual feedback on the information they present

Dealing with data and information for performance reporting

- Dealing with data - volume, velocity, richness and integrity

- Understand the numbers - the critical math behind statistics, scale and percentages

- Visualisation - legibility colour, scale and context

- Fundamental tools for enabling analysis: Ratios, line charts, vertical bars, horizontal bars, pie charts, tables, pictograms, maps

Interactive session: Presenting on performance

- Develop and present a verbal presentation on a performance concept

- Think about your audience: what response do you want and what will be effective communication for them?

- Understand the impact of body language and confidence

- Preparing your presentation - what to cover, structure and presentation

- Storytelling to convey information to be remembered and acted upon

- Getting on top of your nerves

Planning the implementation of improvements to your performance report

- Determine where to start and how to get buy-in and engagement with executive and senior management

- Strategies for overcoming roadblocks and gaining take-up of improvements in performance reporting

- Build a performance culture that is about continuous performance improvement

Develop an ‘Action Plan’ to implement your enhanced management performance reporting approach

  • Kevin Riley Managing Director Capital Training College


Cliftons Melbourne

Level 1, 440 Collins St, Melbourne, VIC, 3000, Australia

+61 3 9993 9999

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