How To Write A Monthly Performance Report

Your guide to creating a monthly performance report

The monthly performance report template helps you communicate achievements, inform management of key decisions, and challenge strategic assumptions. The goal of this exercise is to have each team member complete the report every month to keep an ongoing performance record and analyze and improve the team’s workflow.

These reports will help you:

• Monitor business performance indicators for any business function (e.g. operations, sales, finance, product, etc.)
• Analyze your team’s efficiency and achievements and set realistic performance goals.
• Understand the weaknesses to establish improvement priorities.

Xtensio’s monthly performance report template makes it easy to keep track of productivity, roadblocks and deadlines so every team member stays on track and you can ensure your whole team is working cohesively and efficiently. Have each of your team members fill out this report each month to see an overview of where your projects and your team stands. Keep an ongoing record and adjust your team’s workflow to improve efficiency.

1. Create your performance report header

Introduce your customer engagement plan by adding your company name, uploading your logo, and adding the date and name of the person creating the plan. You can also update the folio color scheme and background to match your company branding.

Then share your folio as a team template so each employee can use the branded template to create their monthly performance reports; add their name, the date, department, and employee ID number so it’s easy to go back and reference these reports for your leadership team.

Quick Tip: Sharing custom templates is super easy. Just update the instructional template to match your branding, click share and select the option to save it as a team template. That’s it! The rest of your team will see the custom template on their dashboard and can easily save it to create a new folio.

2. Give a high-level overview of your key accomplishments this month

Highlight what you accomplished this month and how that aligns with the project or team’s overall goals. Address core topics related to your specific job description and goals. Focus on 1-3 main goals with measurable KPIs.

If you’re a sales manager and your goal is to bring in X number of new customers per month, what actions did you take last week towards achieving this goal? What’s on the agenda for this month and next? Or maybe you’re a marketer launching a major campaign – what tasks were completed? Any roadblocks?

3. Detail 2-3 key accomplishments from last month

Think of the projects you worked on in the last month. What is the project’s main goal? What role did you play in the project? Detail the work, its status in the project pipeline, and any questions, comments, or roadblocks you may have. Concentrate on certain OKRs that you can track over time.

4. Outline the projects and tasks that are in progress this month

Remember your audience while detailing what tasks you’re working on this month. What key projects are you focusing on? What specific tasks do you expect to complete this month? Do you have any notes, questions, or comments that you need to address related to your tasks?

Feel free to add tables, graphs, and charts to present your data visually. This makes reporting easier since your manager can see trends immediately.

5. Identify future projects and tasks

It’s useful to provide information on what you intend to accomplish in the following month. What project do you plan to work on next? What’s the main goal of that project and what’s your role?

Share your monthly performance report as a link, evaluate & iterate.

Remember, these are just guidelines for what information goes into your performance reports. You’ll want to focus your monthly report on what matters the most to your team. After you’ve completed your performance report with Xtensio’s editor, you can send the live link to your folio to share it as a responsive webpage (with password protection), export a PDF, or display it as a full-screen slideshow. The monthly performance report, like other Xtensio templates, is customizable; it can and should be repurposed, evaluated, and improved regularly.