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This week I have been talking with a few not for profit groups and they reminded me of the challenge that many bodies who receive external funding face – the need for what appears to be 4 billion reports back to different funding bodies, government agencies and the community.  You can put some logic back into it … and the trick is to start with planning.

For a time I was in charge of planning & reporting for a core government department. I remember looking at all of the plans and reports we had to produce in a year to meet all of the legal & accountability requirements – and figuring there had to be an easier way (those of you who know me, know I love to recycle information – write it once and use it for multiple purposes).

What I ended up doing was create a planning calendar. I listed across the top of a spreadsheet the different months and down the side the various plans & reports that had to be produced. I then did a mini Gantt chart across the calendar looking at how long it took to create each plan & report. This calendar was made pretty by our graphic design team and every manager had a copy to put on their wall (no excuses that they did not know what was needed each month).

I then looked at each plan & report to work out specifically what was needed in each, and whether or not we could collect the data once and use it for multiple purposes.  I then renegotiated a few KPIs with funding groups to help make data collection easier – I wanted to reduce the number of KPI’s to manageable levels.

From a manager’s view, what that looked like on the ground was when our Executive did their strategic plan for the year, we took an additional half day out to look at the questions “If these are the goals & KPI’s, what are the HR, funding, IT, waste management, environmental impact etc implications and what are the KPIs’s for those?”  This meant we covered off all the planning & measure setting in one fell swoop. We used these existing measures in as many funding submissions as we could, rather than create new measures.

We included individual annual performance plans in the process. We had a set “performance review season” where every annual review had to be done & linked back to the overall kpis.

We then had managers do just one monthly report against each of the KPI’s (so they were happier as they only had one report to do). I collated the data from all of the separate managers reports and then split it out into the different reports that had to be submitted.  I started doing this manually and then got to the stage where I had a macro pull the data off excel spreadsheets into one central spreadsheet and then another macro pull the data out of that spreadsheet into the different report templates I had created. There is always technology to make things easier.

The point is, there is always another way with writing reports.  You don’t have to be bound by what is. Take a step out, reflect on your assumptions and then take action to fix the 4 billion reports.  And if you find yourself writing the same stuff over and over … there is always another way!

Until next time

Ingrid Cliff

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Heart Harmony – Freelance Copywriter