For generating quarterly reports, our Q1 FY2010 process inspires some process improvements and revamping of the implicit calendar. The following lays out an approach to start with in Q2 FY2010.
When |
Who |
Do What |
With what |
|---|---|---|---|
two weeks before end of quarter. |
HQ |
check in with all the providers about the readiness of their production cycle for the coming quarter. Review schedule expectations with them. |
quarterly calendar of the production cycle, with specific dates |
one week before end of quarter |
HQ |
remind all in css-leaders that the end of quarter is nearly here and they should be preparing to put their narrative and metrics contributions together |
email to css-leaders |
three days after end of quarter |
TLs & Mgrs & HQ |
run the production process for all the measures. Update their own "five quarters with explanations" wiki pages. Create explanations of year-to-year differences in performance. |
individual team "5 qtrs" wiki pages. |
|
HQ |
run the production process for any measures we're still required to help with. Share the results immediately with the relevant TL or manager. |
|
five days after end of quarter |
HQ |
transcribe the 5 qtrs results from team wikis into the QR production tool. |
QR production tool. |
one week after end of quarter |
HQ |
circulate the draft version of the metrics section with css-leaders, saying "here's what we plan to go with..." |
Word document of the QR template with the measures page imbedded. |
|
|
begin work on the narrative part of the quarterly report. |
|
|
|
< ... narrative production and review process ... > |
|
wednesday of the 3rd week after end of quarter |
|
Submit the finished CSS QR to Mr Segaloff. |
|
friday of the 3rd week after end of quarter |
HQ |
Ask Mr Segaloff for the metrics sections from the other Directorates so Rob can update the PFM page. |
Public-Facing Measures site. |