Monthly reporting is the natural culmination of the planning process, but it is not the end goal of the planning process. In fact, the planning, reporting, and decision making cycle is the foundation for sustaining a healthy, growing business because it helps you better plan your next steps… and the following steps… and the steps after that
Whether your business is large or small, there is a high probability it can benefit greatly by using better, more streamlined reporting processes, so you can plan your next steps with confidence. This document is meant to help you achieve that goal. When you finish this document, you will understand the leading best practices for the modern monthly reporting process, and you will gain a glimpse into where reporting practices may go in the future.
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