How to Create a Management Report in Google Sheets

According to the Project Management Institute (PMI), the absence of precise purposes is the most prevalent factor (37%) behind project plan failure, according to executive leaders. This statement signifies that the management department is usually full of workaholic individuals but with not enough time. That is why they need templates the most in expediting their process, but why do we need a report template? You might want to ask.

According to the Harvard Law School Forum on Corporate Governance and Financial Regulation's article about the State of Integrated and Sustainability Reporting of 2018, it has become a trend to do reports in most S&P 500 companies. Approximately 78 percent of these said companies within that group had initiated a sustainability report, While the reporting rate goes as far as 93 percent for the companies on the higher tier. This article gives out the truth that reporting does many things rather than everyday observation as it enables corporations and institutes to know their status. As Sun Tzu once said, once you know yourself and your enemy, you need not fear the result of a hundred battles. It is indeed necessary to be mindful of our situation so that we can move whenever we need to. Now for those individuals who want to create an excellent report listed below are the steps in writing one.

1. Understand the Purpose

Your first step is to understand the purpose of your story, whether you like it or not your goal matters. Mind its readers, is it for your manager or the CEO? It is essential to answer this question as your management report does many things rather than stating what you have on your weekly sheet. You need to make sure that your reader understands your part of the bargain and not just mindlessly doing your document.

2. Gather and Evaluate Relevant Information

After determining your purpose, you can start gathering and evaluating relevant information. If your report is about the HR department, it might be necessary for you to do an interview or survey to generate enough data. Although your view of things can be unbiased, you can't be sure the people will just blindly trust you because of it.

3. Be Logical in Your Structure

With your data at hand, start structuring your report logically and systematically. Your method must be that of a proper approach to things. Without proper logical structure, your report might look like something a kid can easily do. So, go ahead and make your project report. Make sure to follow a pyramid or a funnel structure.

4. Present with Consistency

Be consistent with your paper. Your evaluation should not have any ounce of bias or misjudgment. Although you might think that people will never see it, but you never know. That is why consistency with your transparency should come first. This simple thing is usually a part of many workplace policies. So make sure to clear out any misunderstanding that might come your way through these little acts.

5. Make Appropriate Conclusions

As noted earlier, consistency is the key, and transparency is golden. Don't make conclusions far out from the method of evaluation. If a problem indeed arises, a root cause analysis might begin and may lead it to your report. So clean yourself of all these blunders and make your report as blameless as possible. Remember that the person you wanted to be happy with this report is not an employee but your boss. It is only him or her that has the power to do an action plan after reading your paper. So make it count.

6. Give Practical Recommendations

With everything set, you can now include your recommendations on the report. Make necessary recommendations to show your skills before everyone, but not too much as they might not believe in its possibility. If done right, you might see yourself fulfilling that career plan of yours.

Read More