Monthly Performance Report Template

Monthly Performance Report Template

Used 76 times

The Monthly Performance Report helps you communicate achievements, inform management on key decisions and also challenge the strategic assumptions. The goal of this exercise is to have each member of your team complete the report on a monthly basis to keep an ongoing record of performance, analyze and improve the team’s workflow. Use Xtensio’s live template to keep everyone instantly up-to-date.

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What would I use the performance report for?

The Monthly Performance Report helps analyze your team’s efficiency and achievements and make adjustments to your workflow. The goal of this exercise is to have each member of your team complete the report on a monthly basis to keep an ongoing record of performance, analyze and improve the team’s workflow.

What info should I include in the report?

You should include any and all details about the tasks and projects you’ve worked on throughout the past month. Include any important details, roadblocks, questions or concerns.

What is a living document?

The living Monthly Performance Report template allows you to instantly sync with your team and management. You can add collaborators to work in real-time. And you can share the customizable link to keep colleagues up-to-date on your progress.

Can I add colleagues to edit my report?

Yes! On team plans, you can invite as many people as you’d like to collaborate on your performance report, ensuring your whole team is aligned. Here’s more on real-time collaboration.

How do I share my performance report?

When you’re ready to share your report with the management teams, choose between presenting it as a full-screen digital slideshow, sending it as a responsive web link or exporting it as a PDF or PNG (premium feature). All of your share options are located at the top right of your edit screen. Learn more about the different ways to share your folios in this tutorial video.

Do you have other tools for Project Management?

We do! There are a number of different templates, examples and resources to guide you through defining and implementing your business. Check out our Project Management toolbox and our Strategy toolbox to find more tools and resources.

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