Executive management / Microsoft 365
Management Reporting & Executive Dashboards
Connect cross-functional indicators with management priorities, information owners and executive follow-up.
Participants
Who it is for
Executive directors, general secretaries, strategy directors and operations directors.
Illustrative exercise
Connecting indicators to their owners
Define indicators, their sources and their owners, then prepare a management reporting view.
The practical exercise and prerequisites are agreed with your organization during scoping.
Learning Objectives
Examine how information moves across functions; organize a management reporting environment; define indicators and an alert exercise aligned with management responsibilities.
Main Topics
Cross-functional process analysis and information gaps; an internal management portal and document base in SharePoint; information collection, indicator alerts and strategic validation with Power Automate; consolidated functional indicators, strategic objectives and executive reporting in Power BI.
Practical Learning Outputs
A cross-functional process map; a management SharePoint portal exercise; an indicator-alert exercise; an executive dashboard exercise; an internal implementation plan.
Three days, one practical progression
- Day 1
Understand
Map the process, responsibilities and points of friction.
- Day 2
Build
Structure SharePoint information and configure an automated workflow.
- Day 3
Operate
Develop reporting and prepare a 30-day action plan.