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6+ CEO Report Templates – PDF

It’s never easy to run your own business, no matter what size it is. It’s tough enough to be a businessman, but being the head of a company, also called the CEO, in a very fast-paced, highly competitive, and dynamic business world is ten times the challenge. Innovations, advancements in technology, market trends, keeping up with the developing of better strategies and coping with administration politics make up most of the already demanding aspects of a chief executive officer’s job.

20+ FREE & Premium CEO Templates - Download NOWBeautifully Designed, Easily Editable Templates to Get your Work Done Faster & Smarter.

It still doesn’t faze many young, ambitious, top-performing professionals of the biggest companies to do the best they can so that they will reach the top of the corporate ladder and fill the coveted CEO position. Report templates that are available online will be of great help to you if you need help in creating the right report for your organization with ease.

Annual CEO Report

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  • PDF

Size: 120.5 KB


While being a founder of a business organization almost always guarantees the highest executive post, it still takes a good deal more than just starting your own company to truly be its full-pledged leader, because being a CEO is more than just being in the position to call the shots. Report sample templates are ready for your use online, to reduce the stress you go through for making a report for your organization from scratch. It also means being a special kind of leader who warrants the support and earns the respect of his people, at good times and bad. It means inspiring your entire team is doing their jobs to the best of their abilities, to further the growth of the company.

CEO Monthly Report

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Size: 68.2 KB


CEO Report Template

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  • PDF

Size: 496 KB


Being a Chief Executive Officer:

Becoming the CEO of the company one works for is most of the time, the ultimate goal in career growth, the most driven employees try to learn and know what they can in getting there. For obvious reasons, CEOs are the highest ranking officers of all company directors, they arguably hold the most authority in an organization and their influence have the most weight in the boardroom and in the overall operations of a small business, ergo, they have a very powerful position which, at times, can also be the most difficult.

You know what they say, great power comes with even greater responsibility. However, the role that a CEO plays aren’t necessarily the same since different companies has their unique ways of handling their affairs based on what their business demands are, as well as the organization. Ideally, the tasks of a CEO mainly puts focus on the implementation of the company’s mission, vision and steering the business in the right direction. They are also in charge of overseeing operations and the direction and evaluation of the tasks done by other executives. Aside from that, they are largely responsible for heading the formulation and development of strategic plans, serving as the voice and the face of their organization in the media and the corporate community.

Qualities of a Winning Chief Executive Officer:

CEOs tend to be larger than life visionaries, setting the tone for the organization they represent. This is why leaders of the world’s biggest and most popular corporations are held at such high pedestals the world over, rising to levels of fame that put even the biggest name in Tinseltown to shame, like Facebook Inc.’s Mark Zuckerberg. Even the late Apple founder and CEO, Steve Jobs is still a household name, notorious for the way he runs his company, making it the biggest pride of Silicon Valley, that there were also numerous biographies and documentaries made about him long after his death.

1. Passion

The best CEOs are people who are passionate about their work, and everything about it. Similarly, the best ones see their job as something they look forward to doing every day and doing it well. Passion comes from a great commitment to the stronghold of your simple business – its mission, vision, and goals. A CEO who isn’t passionate and lacks connection would find it extremely difficult to understand what a company stands for, how it should be run and why it should be run and managed in a certain way. If you think you haven’t found that passion yet or have doubts about whether you have it or not, go back to your fundamentals. Go back to the purpose of your job and how you understood it at the beginning, then try reconnecting with your story and maybe, just maybe you would find that passion again.

2. Courage and Grit

A good CEO knows the accountability that comes with directing a company strategically. He should be able to mirror the company’s vision by practicing what he preaches. Actions, not words are needed to possess grit, to be steadfast and to be courageous in making the most difficult business decisions. These attributes can be learned and honed by practicing how to be a leader, proper coaching from the executive level and input from the members of the team, such as feedback from the board, employees and business partners. He/she should also be able to take criticisms objectively rather than personally.

3. An Attractive Track Record

It’s not only a consistently excellent performance track record that makes anybody tapped for the CEO post by executives, in the list of other employees that have impressed people within the organization’s leadership poll, a standout candidate but also the conviction to hold the reigns in taking on leadership responsibilities that are twice, three times, even five times the challenge. Anyone who has not made it to the regular list of top performers can just simply channel their trajectory, and behavior so that they can excel. You may also see performance report templates.

4. Backbone and Heart

Those who dream of becoming CEOs need to be unwavering in making a point and speaking their minds. This means having the conviction to say an unpopular opinion, because saying the things other people don’t want to hear but necessary, is having a backbone. And having a backbone means championing a decision that makes you unpopular but will prove to be for the greater good. CEOs need to make difficult decisions. Those decisions can make them look bad sometimes, to a lot of people, but they need to stand their ground. As a CEO, you also need to add the ability to stay on board with the people in your team, even though the relationship is somehow tainted. Mastering both backbone and heart keeps you in a good level of leadership that would be otherwise shaky.

5. Transparency

These days, the most important quality a leader should have is probably authenticity. We live in a world that is fast becoming very transparent so that people are on a level playing field when it comes to having access to the most updated information found online and employees and customer relationships with companies have also been constantly changing. Businesses embracing diversity and transparency have higher opportunities in gaining better interactions with both the workforce and their consumers which would also inevitably increase profit. Unfortunately, before you can expect this to happen, transparency should start with the CEO and while it’s never an easy thing to ask for, it’s hardly impossible either.

Having a great vision to take things forward, tenacity to make the most difficult decisions, passion for leadership and grit are all important qualities of a CEO that would inspire a lot of people.

The CEO report:

1. Communication

Reports are done by CEOs to serve and establish a liaison with the organization’s board of directors, keeping them updated with the company’s overall performance status, progress and the teams behind it. Since the report also serves as a follow-up to previous monthly or quarterly reports, the new one may include important additions or changes to some data from the previous reports. The general focus of the report is on the common denominator of, or the recurring data synthesized from the reports of the teams in the company to their respective managers and supervisors. Most of the time, the content is a general presentation of the current status of the company as a whole, how it is faring with its targets, and action plans for performance improvement when necessary.

2. Coordination

These reports offer effective coordination between the CEO and the board in all areas of the project, showing data including the overall strengths and weaknesses of the organization. They can also include updates on opportunities, risks as well as the company’s current challenges in the presentation of good possibilities that the company can take advantage of, and identify potential risks and threats to the company’s goals.

CEO Report Sample

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  • PDF

Size: 258.1 KB


Director’s Report Template

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  • PDF

Size: 1.2 MB


Reports for Boards

File Format
  • PDF

Size: 263.2 KB


An organization’s CEO has the responsibility for its overall success. If he has what it takes, he would be able to carry out his job and lead his company to the top. Even when he stumbles, even when his capability to lead is at times inevitably questioned, a great CEO will always, always rise to the occasion and make every stumbling block an opportunity to win in the end.

Tips for Writing a CEO Report:

1. In making the report, the CEO should know his audience for the report, even though it is usually made up of a board and executive members. This helps you prepare the information that should be included in the sample report, accordingly.

2. Preparing charts and graphs would be better in showing the financial performance of the company, so the report would typically illustrate a graph showing a comparison of sales to recent years with that of the present and how issues regarding the fall of performance should be addressed.

3. The more details you include, the better the chart would be.

General FAQs

1. What is A CEO Report?

A chief executive officer or CEO report is the ultimate supporting paper, that lays out the general business context from which the reader can dig into specific information for key decisions. The CEO is typically responsible for the corporation’s entire operations, decision-making process, etc.

2. What is the purpose of a CEO Report?

The primary purpose of a CEO report is to provide a solution to all the issues. The agenda and supporting papers that are attached to the report provide a detailed way to make healthy decisions for the organization. A CEO’s report is the final report that needs to be followed. It contains all key discussions and decisions taken.

3. What should a CEO Report include?

A CEO report should include the following details:

  • Key metrics like customers, finances, production, etc
  • Key discussions for the meeting
  • Decisions for the upcoming meeting
  • CEO summary that sets the scene for the board
  • Answers to key questions
  • Employee work report from the CEO’s point of view, etc.

4. What is the format of a Report?

A report can be academic, technical or business-oriented. It features recommendations for specific actions. Reports are mainly written to show facts about a situation, project or process. They also help define and analyze the issue that is at hand. A clear structure of everything is provided.

5. How do you make a good CEO Report?

Making a good CEO report:

  • Make a complete, self-explanatory document
  • Avoid repetition of facts, conclusions, etc.
  • Get the right balance of all metrics
  • Focus on the future of the company, employees, etc.
  • Provide an analysis of all issues
  • Mention what needs to be done not only for the company but also for employees working.

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