Annual Performance Reporting Template

How to Review the Progress of your Organization in an Integrated Manner

This template is designed to provide decision makers with the strategic direction needed to monitor and improve the overall performance of the organization. It encourages using longer-term KPIs and on an annual basis, and thus, the target users are more likely to be at top levels (including performance managers).

You may need to present this report at your management review meetings. It could also be linked to other detailed and short-term operational reports. It has some special characteristics that distinguish it from other common performance templates such as:

  • The strategic use of the past (for future improvement).
  • The two types of comparisons (against established standards and across time).
  • The chart per metric.
  • The weight per metric.
  • The attention to provide a benchmark or an industry standard (per metric).
  • The special charts for performance monitoring (per category).

Annual Performance Report Sections

Please help us to make this template better by providing us with your comments or suggestions.

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  2 comments on “Annual Performance Reporting Template

  1. Maubrey Pitso

    Excellent template that can be used for monitoring and evaluation of any performance plan. I have tried it on a Balanced Scorecard framework and it works perfectly…

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