Countering the clutter in reports

Posts

I love the design of the performance reports in lesson 6 and I'm currently redesigning the organization-level performance report along these lines.  I'm under pressure to keep the reports short and so put more than one measure per page, particularly where they're linked.  Colleagues are obsessed with the number of pages.  I don't like the clutter and think it makes things harder to read.  Does anyone have any advice on how I counter this sort of suggestion?

Hi Kirsten,

 

Have you tried the Excel dashboard style of report, from Step 6 in PuMP? It's an update we've added to the workshop, and it will be added to the PuMP Blueprint Online Program soon too.

 

It continues to give each measure its own page (but a worksheet rather than Word page), and then you can summarise each measure onto a single worksheet, dashboard style.

 

You can download the spreadsheet Dashboard Template from the PuMP template pack, here: https://thepumpcommunity.com/resources/tools-templates-collection/

Thanks Stacey – that's a beautiful looking dashboard.  I've been reading Stephen Few's book recently and I recognize bits from there.  I think it'll be really useful for some of the things we report, but not for others.  And that's because those others aren't real measures – I'm not quite a lone voice on creating decent measures (you trained my manager and another colleague in London in December 2013), but we haven't made much headway with other members of staff, who continue to use data that already exist, regardless of if they tell us if we're achieving our outcomes.  There are still people who don't really understand what a measure actually looks like, but we're making some progress from the top end, and more within specific change projects (with the de-weaseling of language a particular hit).