Year to date reports – Better Reporting!
Forrest Breyfogle
I help organizations enhance their KPI metric reporting and improvement system (e.g., Lean Six Sigma) so the bottom line benefits. I have author of over 15 books on business management and process improvement.
A presentation showing a year-to-date spreadsheet of numbers typically is accompanied by a presenter′s explanation for the up and down changes. In this type of report-out, there is usual no mention whether the up-and-down differences in tabular values are common-place ″process output″ variation noise or not.
In an alternative Integrated Enterprise Excellence (IEE) 30,000-foot-level report-out approach, there is a separation of unusual events from natural variation. From this high-level reporting format, when a process is determined to have a consistent variation response, an estimation can be made about not only current process output performance but often a statement about future expectations.
From this form of reporting, if a futuristic statement is undesirable, process enhancements are needed. ″Proof″ that an actual process enhancement was made from improvement efforts is that the 30,000-foot-level individual chart(s) transitions to an enhanced level of performance.
A one-minute video describes the benefits of IEE and 30,000-foot-level reporting.