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Your team member keeps making financial reporting errors. How can you effectively provide feedback?

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When someone on your team consistently makes errors in financial reporting, it can be a source of frustration and concern. Financial reports are essential for decision-making, compliance, and maintaining the integrity of an organization's financial standing. As a colleague or manager, providing effective feedback is crucial to address the issue while maintaining a positive working environment. It's important to handle the situation with care, ensuring that your team member understands the impact of these errors and feels supported in improving their performance.

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1 Identify Errors

The first step in addressing financial reporting errors is to accurately identify them. You need to review the reports carefully and pinpoint exactly where the mistakes are occurring. Are they in the calculations, data entry, or interpretation of financial standards? Understanding the nature of the errors will help you provide specific and constructive feedback. When you approach your team member, be clear about what the errors are and why they're a problem, but also be empathetic. Remember, the goal is to correct the behavior, not to criticize the person.

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Muhammad Hassan - CMA, MBA, B Com

Multidisciplinary Specialist (Financial accounting, financial reporting & Cost accounting) | 18 years’ well rounded experience in manufacturing companies
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1. Tracing of error is the key here. 2. Then not only taking corrective action but also preventive action. It will secure from future errors. 3. Friendly dialogues to train him. 4. Monitoring of same error in next report.

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CA MOHIT AGARWAL

CA | CFO Advisory-KPMG | Tax Advisor | Stock Market Enthusiast | Motivator | Ex- RKP & Associates
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You don't have to praise every error, but be aware of how you are responding to them. Try to use positive language. Rather than saying, “This is wrong” try saying “This isn't quite right” or “There's a better way to say this."

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2 Open Dialogue

Once you've identified the errors, initiate an open dialogue with your team member. This conversation should be private and conducted in a manner that is non-confrontational. Explain the impact of the errors on the company's financial integrity and the importance of accurate reporting. Encourage them to share any challenges they're facing that might contribute to these mistakes. This approach promotes a two-way conversation where solutions can be collaboratively developed, rather than making them feel isolated or defensive.

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3 Provide Training

After discussing the errors and understanding their root causes, consider whether additional training or resources are needed. Errors often stem from a lack of knowledge or misunderstandings about the financial reporting process. Offer to provide training sessions or educational materials that can help your team member improve their skills. This shows your commitment to their professional development and the quality of your team's work. Ensuring everyone has the necessary skills is essential for accurate financial reporting.

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CA MOHIT AGARWAL

CA | CFO Advisory-KPMG | Tax Advisor | Stock Market Enthusiast | Motivator | Ex- RKP & Associates
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Here are some tips for giving employee feedback that is meaningful and actionable: 1.Prepare for the discussion. 2.Present the 'big picture'. 3.Be tactful. 4.Meet face-to-face. 5.Focus on the fix. 6.Offer clear guidance. 7.Make it a conversation. 8.Follow up.

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4 Set Goals

To effectively manage and rectify financial reporting errors, setting clear, achievable goals with your team member is imperative. These goals should be specific, measurable, and time-bound. For example, you might set a goal for them to complete a certain number of error-free reports by a specific date or to attend training sessions to improve their understanding of accounting principles. Providing a clear framework for improvement gives your team member direction and a sense of purpose in their work.

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5 Monitor Progress

After setting goals, it's crucial to monitor your team member's progress. Schedule regular check-ins to discuss any further issues and acknowledge improvements. This ongoing support not only helps to ensure that the errors are being addressed but also reinforces the idea that you're invested in their success. Positive reinforcement when progress is made can be a powerful motivator and can help build confidence in their abilities.

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CA MOHIT AGARWAL

CA | CFO Advisory-KPMG | Tax Advisor | Stock Market Enthusiast | Motivator | Ex- RKP & Associates
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Initiate a private conversation to address the mistake directly, focusing on the specific task, not the person. Provide clear examples of the mistake and its impact. Actively listen to their perspective, encouraging them to share any challenges they faced and what they think could have been done differently.

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6 Adjust Strategy

If errors continue despite your feedback and support, it may be necessary to adjust your strategy. This could involve re-evaluating the training provided, considering changes in workflow or processes, or even reassessing the team member's suitability for their current role. It's important to remain flexible and open-minded about finding solutions. The end goal is to ensure that your team member can contribute to accurate and reliable financial reporting, which is crucial for the overall success of your organization.

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Your team member keeps making financial reporting errors. How can you effectively provide feedback?

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1 Identify Errors

2 Open Dialogue

3 Provide Training

4 Set Goals

5 Monitor Progress

6 Adjust Strategy

Accounting

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