Effective Reports course

Spending too much time on management reports that deliver little? In one day at Learnit you learn how to produce effective financial reports in five steps, with the right KPIs and clear data visualisation. From isolated figures to concrete management information.

Description

Does drawing up management reports take you a lot of time? Do your financial reports fail to provide the insights you are looking for, or does the management information remain unused on the shelf? In this one-day Effective Reporting course you work on the quality and effectiveness of your management reports.

You learn to draw up an effective management report in five steps and to avoid the main pitfalls. You discover how to choose the right KPIs, how to create overview and coherence and how to align better with the objectives of your organisation. Using targeted questions and assignments, you put together a sample report step by step, tailored to your own working practice.

You will also gain insight into the information paradox: more information is not always better. You learn how to make financial reports more understandable through data visualisation, which charts and diagrams do and do not work on a management dashboard, and how to turn individual figures into action-oriented management information.

Topics

The Effective Reporting course covers, among others, the following topics:

• Management reports: what has happened, where do we stand now and where do we want to go?
• What makes financial reports effective or in fact ineffective?
• The information paradox: why more information is not always better.
• Common mistakes: avoid the main pitfalls in financial reporting.
• The components of an effective management report.
• Producing an effective financial report in 5 steps.
• The optimal layout and content of a management report.
• Data visualisation: making management information visually clear and understandable.
• Charts and diagrams on a management dashboard: dos and don'ts.
• From figures to management information: improving the quality of your reports.
• A sample management report tailored to your own organisation.

Result

After the Effective Reporting course you know what makes a financial report effective or in fact ineffective. You know the components of a good management report and can draw one up yourself in 5 steps. You know how to avoid the main pitfalls in financial reporting and how to choose the optimal layout and content.

You will also know how to use data visualisation to make your management information clear and understandable, and which charts and diagrams do or do not work on a management dashboard. You go home with a tailor-made example management report that you can put to use straight away.

Target audience

The Effective Reporting course is intended for finance professionals who are responsible for, or involved in, producing timely, accurate and action-oriented management reports. Think of controllers, finance managers, financial advisers and finance directors who want to turn their reports into genuine management information.

Teaching method

During this one-day course you work with assignments and examples that match your day-to-day practice. You learn how to draw up financial reports quickly and effectively and are given a practical step-by-step plan.

In this financial reporting workshop you build a sample management report for your own organisation. That way you take material back to work that you can use straight away.

Prior knowledge

No specific prior knowledge is required for this course. It is useful, however, if you deal with financial or management reports in your work, so that you can link the assignments directly to your own practice.

Comments

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In-company

Would you like to organise this training for a whole group or several groups? This can be cost-effective. For example, we can tailor the content entirely to your organisation, and training a whole group is also cheaper.

Are you looking at large numbers of participants or a complete academy? That involves a great deal. Consider planning and communication, for example, or identifying and agreeing the objectives and content of the training. Or differences in level, feedback mechanisms and safeguarding. Fortunately, Learnit has extensive experience in this field (more than 25 years) and we are happy to help you through this process.

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Language

The training is given in Dutch as standard. The trainer has a good command of English. English-language course material can be used. With a minimum enrolment of 3 participants, the training can also be given entirely in English.