Monthly Performance Report Template
Used 23 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.
THIS TEMPLATE WAS DESIGNED ON XTENSIO
Build anything from simple strategy docs to pitches, agendas, reports and other business and marketing collateral. Xtensio is a collaborative workspace where teams can easily create and share beautiful living documents. Share a live link. Present. Export. It’s the easiest editor ever.
See Complete Toolboxes
Tools, templates and resources for every team.
Launch better products and find product-market fit faster.
Simplify workflow, impress clients.
Tools, templates, and resources to help you transform the culture within your organization.
Used by the world’s top businesses.
182,834 users and counting.
The need for this goes beyond startups and can be used by any scrum or agile team.
Global Engineering Manager, Motorola
I use Xtensio and find it really easy to use and it has everything I need. It’s a huge time-saver for me!
UX Manager, Visma Advantage
Xtensio is a must have tool for startups, UI/UX and Product Management professionals.
Technical Product Manager, Verizon
Frequently Asked Questions
What is Xtensio?
Xtensio is a creative collaboration platform to design living documents, work together with internal and external teams, and flexibly share your work as digital presentations, responsive web pages or exportable PDF or PNGs.
What's a folio?
Folios are full-screen digital presentations, responsive web pages and exportable PDF or PNGs all-in-one. A folio can be anything from a brief business strategy exercise to a full-length presentation. Start with one of our templates, or create anything you need with the blank slate tool.
Your folios are live pages that you can edit and collaborate on with colleagues, clients and other key players. All of your changes—from dragging and dropping modules, to editing graphs, to changing colors— will save and sync instantly across devices. Here’s more on Making a Folio.
Do I have limits on the number of templates I can try?
No. You can try all of our free templates with any of our plans. The limitations are only on your active folios.
Is my data private and secure?
Yes. All Xtensio plans include 128 bit SSL encryption and backups to ensure your data is secure. You can make shared folio links private on premium plans. Here’s more on the range of sharing options on Xtensio, from completely private to public.
Is Xtensio really free?
Yes. You will never be asked to provide credit card information for Xtensio’s free account.
What would I get by upgrading to a premium plan?
By upgrading to our premium plans, you’ll create a private and branded workspace with your own URL where you, your team members and guests can create and collaborate on multiple presentations and documents, lock branding across your deliverables with the team style guide, streamline the creation process with custom templates, unlock exports, add password protection and customize individual shared links, and view folio stats to stay updated on all of your projects. Here’s more about our premium plans.
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?
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.
The easiest way for teams to create and share beautiful living documents
182,834 users and counting...