Commit to a Report Review Loop
Commit to a PDCA review loop that improves one recurring financial report.
Run a PDCA experiment on one recurring financial report, such as the monthly variance pack, cash forecast, board KPI page, covenant dashboard, or close status report. Use this before the next report cycle so the improvement can be tested with a real reader. PLAN: The report problem is [specific reader pain]. DO: In the next version, I will change [one page/section] by [specific change]. CHECK: I will ask [reader] whether [decision or understanding improved]. ACT: I will [standardize/revise/try a different change] based on the response. We will check in after the next report draft to see whether the PDCA experiment…
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