Services· Data and analytics·How do we decide better?

Vanguard · Guide

Do your reports produce decisions, or only meetings?

The committee gets forty pages every month and leaves without deciding anything.

Every page of your report forcing a decision or no longer being produced. And the indicators that warn you earlier, with the lead time proven on your own data.

Book a call25 minutes. Just one question when you book.

Decision-Grade Reporting (with Leading Indicators)Send this page to whoever decides

This sounds like you if

  • In the committee, the discussion is about where the number came from, not what to do with it.
  • A quarter missed target without any indicator anticipating it.
  • A decision came late even though the data was already available.
Who delivers
The founder leads and signs. The dashboards are designed by a team member with a prior career in banking operations, named in the proposal. The team.
How engagements work
Fixed price, with written acceptance criteria before we start.
Timeline and price
Fixed, in writing, after we assess your case in the 25-minute conversation.

Use this today, without hiring anyone

The associated decision test. Take your last committee pack and do this to it page by page:

  1. Write in the margin which decision that page supports. If you cannot write it in one sentence, the page supports none.
  2. Mark the ones that only inform. Informing is fine, but not in the decision pack: those go into an annex nobody has to read in the meeting.
  3. Count how many are left. That is your real report.
  4. For every indicator that survives, ask who defines it. If two areas calculate it differently, that indicator will consume half of your next meeting.

Put what demands action first and what is context last. It is the change that pays the most and it costs nothing.

The lead time test, with a spreadsheet and your own data:

  1. Pick an operational indicator and your financial result. For example cycle time against margin, or rework against revenue.
  2. Put them side by side by month, twenty four months. No averages and no smoothing: the raw data.
  3. Shift the operational one forward one month, then two, then three. The shift where the curves look most alike is your real lead, and many times it is zero.
  4. Repeat it with the period split into two halves. If the lead shows up in one half and not the other, it was coincidence.

Before you publish a leading indicator on a dashboard, decide who can move it and how you will notice: the one that gets exposed becomes a target.

How we solve it

The method, not the promise.

  1. The reports in circulation get inventoried and each one gets asked which decision it supports.
  2. Whatever supports none gets dropped, with the sign off of whoever was receiving it. It is the hard part and the part that is worth something.
  3. It gets redesigned around the decision, with a single written definition per indicator.
  4. If you decide to go on, candidate indicators get tested against your historical data and whatever does not lead gets dropped.
  5. The tracking gets built in the tools you already have, and the ritual gets written: who looks at what and what decision each threshold triggers.

What you receive

  • The redesigned executive report and the list of what was dropped, with the sign off of whoever received it.
  • The indicator dictionary, with one definition per indicator.
  • The leading indicators with their lead time proven on your own data.
  • The dashboard built in the tool you already use and the review ritual written.

The proof that applies here

  • Eight years of monthly operations reviews in front of senior leadership in a regulated environment.
  • Statistical process control and Six Sigma Black Belt.
  • Executive MBA, to close the chain on the financial result side.

Before you hire

If the source data is wrong, no redesign saves it, and that is the finding. If no indicator shows lead time on your data, that result is the deliverable and the second phase does not happen.

The hard part is not how the page looks, it is deciding which pages stop being produced. And lead time gets proven on your own data before anything is built, with the periods of lead measured.

Of the pages in your last committee pack, how many can you tie to one specific decision?

In the cycle

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