每周记分卡
每位助理的记分卡跟踪所商定的KPI的作用：周转时间、积压、质量审查结果以及它们所拥有的经常性交付品。校长看自己的记分卡;程序所有人看卷.
每月审查
账户负责人每月与每个部门主办方会晤，审查记分卡、反馈、未决问题和今后授权的事项。对范围和标准作业程序的改动予以记录。
季度业务审查
快速反应报告涵盖整个方案：每个部门的授权、质量趋势、覆盖面和人员配置变化、安保和准入审查以及下一季度的计划。我们从你的计分卡和系统带来数据，而不是发明基准。
查阅审查
季度访问审查证实，每个助理仍然需要他们所拥有的访问权。清除记录。
At a glance
- 每周记分卡上基于角色的KPI
- 每月部门审查
- 整个方案的质量控制报告
- 季度访问审查
- 数据来自您的系统，不是发明的基准
报告和质量控制：问题
报告可以输出吗 ?
对计分卡和QBR材料可以按照你们团队使用的格式共享.
谁参加QBR?
你的节目负责人，部门赞助商 和ExecWing账户领先。
你把我们比作其他客户吗？
没有。我们对照你设定的目标来报告你的计划
What is in a quarterly business review?
A look back at KPIs and quality, coverage and staffing, what to improve, and a forward plan for seats and scope. We come with a written pack so your sponsors can prepare.
Can reporting roll up by department, region or cost center?
Yes. The roll-up structure is set with your program owner at the start and can be changed as the program grows.
Do you use our BI tools or yours?
Either. Many programs want a simple scorecard we provide; others want the data in their own tools. Assistants can also keep the operating reports you already use.
Who attends the QBR?
Your program owner and department sponsors, plus the ExecWing account lead. Principals are welcome when the discussion is about their team's work.
Can we skip a QBR if the program is small?
Yes. Monthly reviews may be enough at the start. We recommend a quarterly cadence once more than one department is live.