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The Finance Check: Reporting

Questions about the monthly pack and the reports around it. A few minutes.

At the end, if you’re based in the UK or Ireland, you can pick one area for a free hour of consulting time, such as a review of a report that’s giving you trouble. If you’re a charity, it’s two hours.

The result is a link you can bookmark or pass on.

About you

Who gets the pack? Pick all that apply.
How many reports does finance send out in a typical month?
Roughly what’s the average salary of the people doing this work? It’s only used to put a £ figure on the time. We don’t keep it.

Reporting & analytics

How much work goes into the monthly management pack, all told?
When a number in the pack gets questioned, what usually happens?
Where do the numbers in the pack come from?
Where does the commentary get written?
Does the pack look the same every month?
Can a budgetholder see their own numbers without asking finance?
When someone asks for a new report, how long does it take?
How many of the reports you send are read?

We’d like to add everyone’s answers up, to say things like how long a budget usually takes. We keep the answers and the month – nothing that says who you are – and only ever publish figures from ten or more people. Untick it if you’d rather not. There’s more in our privacy policy.