Teach the reporting question before teaching the software clicks

Teach the reporting question before teaching the software clicks

In this articleBegin with a question from the roleTeach the definitions with the workflowPractice one complete investigationTest repeatabilityReporting training works best when people learn how to answer a meaningful operating question before learning every available...
A 30 minute operating review that ends with owners and actions

A 30 minute operating review that ends with owners and actions

In this articleBefore the meeting: prepare the scopeFirst five minutes: confirm the questionsNext fifteen minutes: examine the evidenceFinal ten minutes: close the loopCarry the structure forwardA useful short operating review confirms the scope, investigates a small...
When a spreadsheet stops being a useful reporting process

When a spreadsheet stops being a useful reporting process

In this articleLook for the repeated workIdentify the hidden definitionsChoose one recurring review to improveKeep useful analysis close to the recordA spreadsheet stops being a reliable recurring process when the team cannot reproduce its definitions, trace its...