How Are Briefing Books Used In Management Reporting?

Eliminate all the formatting and version control issues when creating a management report with ClearPoint’s easy briefing books.

Joseph, Director of Customer Success at ClearPoint, has over 10 years of experience working with customers to create efficient performance management and strategy execution processes.

Management report, council report, progress report, or performance report... Whatever you call it, chances are you've produced one at some point in your career. In the most basic sense, a management report is a comprehensive summary of your strategic results presented in an organized fashion. Despite the popularity of these reports, the process to create them invariably seems to consume more hours and resources than it should.

At ClearPoint, we call these types of reports briefing books—and we’ve made it our priority to ensure they’re easy to create. You create a briefing book by pulling all your important strategic data into one cohesive PDF document. Any information from your scorecards or summary reports—and anything else you need to communicate to an audience—is all there, in an easy-to-navigate format.

If you’re not using ClearPoint for your reporting, you’re probably faced with a mixed bag of challenges every time you generate a management report. Some people take data from Microsoft Excel and paste it into PowerPoint or Word, which then requires time to format and convert into a PDF. And when multiple people are involved in updating one spreadsheet, it’s a version control nightmare come to life.

Aside from these hang-ups, there are also resource challenges. One person almost always bears the burden of being the “final report producer,” which is stressful and time consuming.

With ClearPoint management reporting software, you can eliminate all these issues and dramatically simplify the process of reporting. Below are just a few of the things your software will be able to handle:

  • Templates. Build a template in ClearPoint once—and after that, all it takes to generate  a briefing book is the click of a button. It’s an incredibly quick process to generate a new report each month, quarter, year, or any other time it’s due.
  • Contributor updates. Instead of piling all the stress and responsibility for assembling the report onto one person, ClearPoint’s software gives access to multiple contributors. If someone has a last-minute change they can make that update themselves, and the report owner just clicks “generate” to see the new version.
  • Navigation. Briefing books contain hyperlinks for easy navigation. For example, if you’re reading the overall summary page, the hyperlinks on that page will take you to the detail pages. And you can always navigate back to the beginning by clicking any of the “home” links. In short, you can flip through the briefing books as easily as if you were using your thumbs on paper or viewing ClearPoint online.
  • Hard copies. There are still a lot of managers and stakeholders who want to see printed report documents—and briefing books can easily meet this request. You can use these PDFs whether you have internet access or not. The documents are easy to navigate, and still satisfy your manager’s need to see a hard copy since they can be printed too.
  • Read-aheads. Because the reports are so easy to generate, you won’t be assembling them up until the last minute and presenting to colleagues who haven’t been prepped. Send your briefing book to interested parties before the meeting so attendees are ready to engage in discussion and make decisions.
  • Information distribution. Briefing books can be used to disseminate your organization’s performance data to more people. For example, if you don’t have a dashboard, simply generate a briefing book and post it on your website for people to download. Or you can post the report on your intranet for internal download. This provides transparency and also creates a clear historical record over months (or years).
  • Customization. There is no limit to the number of templates you can build in ClearPoint, so you can create different reports for different audiences. This not only includes the information contained within the briefing books, but also the cover page, headers, and footers. These design elements can be tailored to match your organization's branding.

Would you like to see a briefing book example?

Start a free trial with ClearPoint today, adding in your own data to generate a report or using pre-loaded demo data. Try it yourself today to see just how easy it is.

How Are Briefing Books Used In Management Reporting?