Submitted by davisjc on
So we are moving away from monthly reports! Woohoo I don't have to compile my direct's reports with lots of detail, both meaningful and meaningless, into a concise report for my boss and his boss. But wait....
When my boss asks me about a little detail how do I keep it at fresh and at hand?
When I do annual reviews where is my handy point of reference?
When I prepare MY self evaluation where is my handy point of reference?
Any recommendations? So far I've come up with:
1. Keep doing them but don't waste time in format and sharing
2. Create a simple database for all to enter key items on a weekly/monthly basis, but there are different preferences in format and attitudes on "freshly updated".
3. Refer to O3 notes
Any good methods or tools out there?
Record those stats and
Record those stats and charts that you use to measure your teams success.
Record those stats and charts that your boss might randomly use to measure your teams success (ideally if you both have the same understanding of your business they will be similar).
Record those stats and charts that you use to benchmark your team against industry standards.
maintain a action status list of your teams actions/your actions.
From my experience, I would only continue with the stats that you find important for measuring the team's performance. Since you don't have to share it formally, do it in a format that makes it quick and easy for you to maintain and refer to when needed. For finer details, assuming you'll be discussing those in your O3s, I would reference your O3 notes if detailed questions come up.