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18+ Quality Report Examples in MS Word | PDF | Pages | Google Docs

Quality Report

18+ quality report examples, internal quality audit report template, construction weekly quality report template, construction daily quality report template, quality audit report template, monthly quality management report, free quality non conformance report template, water quality report sample, quality of earnings report, quality assurance report, control report, quality inspection, quality audit report, evaluation report, quality feedback report, executive report, quality management report, quality performance report, what is a quality report, how to create a quality report, why are quality reports needed in call centers, what does product quality mean, what does quality assurance mean.

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1. Know Your Audience

2. note everything down beforehand, 3. include background information, 4. double check your report, more design, 7+ management statement examples, 7+ examples of quality management, what is meant by product management, top management responsibilities and job titles, 8+ training plan examples, samples, 6+ examples of audit schedules, 9+ business report examples, 9+ control plan examples, samples.

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One-Page Reports

This toolkit provides you with tools, examples, and videos on creating one-page reports. A one-page report is a single-page document that summarizes data, findings, or recommendations.

What is a one-page report?

A one-page report is a single page document that summarizes data, findings, or recommendations. It’s generally a stand-alone document that supplements a longer report, data set, or presentation. It is intentionally kept to one page in order to highlight key information to a specified audience for a predetermined purpose.

Check out our real-life examples of one-page reports. These examples are intended to spark your imagination about how you might use one-page reports in your own practice.

Why create a one-page report?

A one-page report of key information, targeted at a specific audience catches readers’ attention, is easily digestible, and fits in with the busy schedules of stakeholders.

Evaluation differs from research in its commitment to the utility and use of results. Creating one-page reports is one way to increase the utility of your evaluation.

How to get started?

We have created a simple 10-step process to follow. Each of the 10 steps has been broken out into four areas, Building the Foundations, Drafting, Visual Strategies, and Final Touches.

Access our 10-step guide, worksheets, and other tools in on the tools page .

Practical Tools

A curated set of tools including worksheets, tips and tricks, and grids to help you create a one-page report.

Access the following tools:

• 10 Steps to Creating One-Page Reports
• Feedback Form
• Tips and Tricks for Designing in PowerPoint
• Grid Templates

ACCESS TOOLS

Instruction

Looking for more than just some tools? Check out our instructional resources including webinar, slides, videos, and a blog.

Looking for more than just some tools? Check out our detailed instructional resources, including a webinar, slides, videos, and blog posts.

• Training Videos
• 4×4 Model for Knowledge Content
• Webinar Slides & Recording

GET INSTRUCTION

If you are seeking inspiration, we've put together a selection of one-page reports to help inspire you.

Are you seeking inspiration? We’ve put together a selection of one-page reports to help inspire you.

SEE EXAMPLES

In addition to our resources, we have a few extra resources that you might find useful.

In addition to our tools, instruction, and examples EvaluATE offers, we’ve gathered a few extra resources that you might find useful.

Quality – Quality report format

Here's the right quality report format for your projects

What is a quality report.

Quality is a central function to all construction and industrial projects. While many professional services and product companies in the world have version of quality control in the form of management and checks and balances, the industries (amongst other industries including manufacturing, aerospace etc.) really do stand alone when it comes to quality.

A large part of maintaining quality control and building quality into your every day processes is the quality report.

A quality report is a report which documents a specific quality process or outcome (or both), such as and inspection test plan, quality communications plan or non-conformance report.

The purpose of these reports is to make your quality management process and quality control procedures concrete - and to make sure you are measuring - both quantitatively and qualitatively - the outputs of these processes so as to ensure that your project is maintaining the quality standards set out in officel quality assurance and quality control guidelines, as well as the specifications set out by the client and/or contarctor.

Why is the format of my quality reports important anyway?

Because quality reports are important to the functioning and overall success of your projects; naturally, the format of your quality reports is important too. Your quality reports will be touching the hands and attracting the eyes of a number of important stakeholders, who are associating your quality reports (and their formatting) with the quality of your work and the likely outcome of their asset or project.

Messy and poorly formatted quality reports indicate to other parties that your quality processes and controls will be sloppy - even if they are not.

Outside of the poor impression your quality reports may set, properly reporting on quality inputs and outputs are to be reported on in accordance with the quality standards you have agreed to, such as the ISO9000 and it's variations. The type and extensiveness of your quality reports will depend upon which guidelines you have agreed to follow, as well as the strictness and processes of the other parties involved in your project.

These parameters, as well as your own internal tools like the quality management system you use or the size of your quality teams will also effect what and how extensive your quality reports are.

Ultimately, the 'quality' of your quality reporting and work will impact how much work you get and what your reputation is. If you maintain high quality project delivery with high quality reporting, then you can always point to your records in the case of unfair disputes or claims, as well as lean on the objective data such as the number of defects on your jobs or speed to corrective actions. This protects your reputation, and protects you bank account as well. A quality reporting app can help streamline processes to keep track of submitted reports and detailed analytics to improve performance.

All of these reports and clean data will help you improve the quality of your work and over time, help you win more work too.

The different types of quality report formats

As mentioned, the quality guidelines set out prior to the project commencing will impact the types and frequency of quality reporting you conduct, as will what you communicate to and agree with your other parties.

We'll outline some of the more popular quality reports below, along with some proven formatting tips and guidelines to help you steer your quality reports into the clear.

Defect report format

The defect report is a staple quality report. Defects occur regularly on projects, with heavy machinery, lots of transportation and moving parts resulting in a lot of surface imperfections and 'defects'.

Your defect report should follow this simple format:

• An automated form ID or number for record keeping purposes and audit control
• The date the defect was identified
• A lot reference (which is typically how jobs are organised for the purposes of breaking down an asset into digestible lots)
• Select the party or parties involved (the subcontractor, supplier etc.)
• Give a defect description and attach the proof of defect
• Sketch (if applicable)
• Proposed action/rectification
• Signoff when the rectification or corrective action is scheduled and finally, a reference photo once the defect is resolved

This is the type of formatting very common amongst quality reports. You outline the defect and who or more importantly what was responsible for the defect; you document and describe the defect with supporting evidence; then you draft or create an action for resolving this defect.

As you can derive from this report, the better contractors and subcontractors are at following this format and communicating the format fields, the faster defects move from defect to resolved.

Use and edit this defect report.

Non-conformance report format

A non-conformance report is another mainstay in the quality reporting space, and will deployed across any and every project when there is a non-conformance.

You can see the correct formatting for your non-conformance report below, which looks very similar in format to the defect report:

• Project information (for record keeping)
• Contractor and supplier information (who and what did the non conformance arise from)
• Description and photos/videos of the non-conformance
• Recommendation for the nonconformance
• Delay information and causes associated with the non conformance

As you can see, the format is very similar. The major difference between the two is that the non conformance can often have greater impacts on the project in terms of delays and issues. Defects are typically surface level problems, which means you non conformance report format will have space for documenting delays and other financial and project level information.

Use and edit this non-conformance report.

Snag list or construction punch list formatting

Punch lists and snag lists are the result of defect and in some cases non conformances (although mostly defects).

On a number of projects, defects arise as the project progresses, or some defects are missed while the subcontractor or team is conducting work. At the end of a project or often before a client walk-through, a quality team or engineer will walk through and document a number of outstanding defects which form a lunch list or snag list for a specific subcontractor. This list is an itemised list which the subcontractor must get through and tick-off in order for their work to be considered complete.

As you can imagine, the format for a snag or punch list is quite straightforward, as are a number of quality checklists you will see and use while conducting your quality jobs.

See below for an example snag list.

Use and customise this snag list report.

Get started with the right quality format for your job

Working in the industries comes with a lot of reporting, data entry, communicating changes and general admin.

• How they are created - the source of the document)
• How they are completed - are they paper, excel, word doc, app based etc.
• How they are organised - what happens when a document is filled in i.e does it go into the cloud or does it stay on paper
• How they are analysed - how is the data from your quality reports aggregated and understood so to be able to draw conclusions from your data

While there platforms to deal with these problems and give you full document assembly, automation and analytics controls - such as Sitemate's Dashpivot - getting your quality reporting right can start with single documents.

If you are looking for any of the above quality reports such as a snag or construction punch list, inspection or ITP or quality management plan, take a look at the templates below.

These templates are entirely digital, meaning you can edit and customise them online, as well as complete them on computer, tablet or mobile.

Once completed, your completed quality reports are stored in the cloud, where they can be accessed and collaborated on in real-time - and then downloaded, printed or shared in the perfect PDF or excel format, making all of your quality reports and work look and feel more professional.

Improving your quality reports starts with the right format, and we've built that format for you below.

Snag list template

Defect Report template

Non-conformance report (NCR) template

See how you can easily streamline your systems and processes with sitemate today.

About Lance Hodgson

Lance is VP of Marketing at Sitemate. His aim is to bring awareness to a brighter future for the Built World where industrial workers and companies work smarter.

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A3 Problem Solving

– The A3 Report –

⇓   Introduction to A3

⇓   What is A3

⇓   Why Implement A3

⇓   How to Implement A3

⇓   A3 Services

Introduction to A3 Problem Solving

In order for any business to be successful, they must strive to improve quality and efficiency as well as build a problem solving continuous improvement culture. The A3 Report is a very useful problem solving and continuous improvement tool.  It was first used by Toyota and is quickly gaining popularity in industry today. Companies must start to view problems as opportunities for improvement. The A3 Report format allows the entire problem identification, clarification, analysis and resolution steps to be documented on one single sheet of paper.

What is A3 Problem Solving

The name “A3” is actually derived from a standard European paper size similar to 11” by 17”. The A3 Report is based upon the Plan, Do, Check, Act (PDCA) Method. The PDCA process is sometimes referred to as the Deming Wheel or Deming Circle. The A3 Report incorporates this basic premise to problem solving and continuous improvement.

Why Implement A3 Problem Solving

Some problem solving tools involve numerous pages of information, multiple charts and graphs and lengthy reports. The A3 Report format can be used to more effectively communicate all of the pertinent information with greater visual impact. While the A3 Report is an effective communication tool, it is actually much more valuable as a problem solving and critical thinking tool that can be used to drive continuous improvement. The A3 Report fosters a problem solving / continuous improvement mindset within the participating team members. It is an excellent tool for managers and supervisors to share problem solving techniques with their teams. With resources being limited, completion of a formal A3 Report may not be applicable to every problem. Its use should be determined based upon the size of the problem and its impact on the business or organization. The A3 Report and the A3 way of thinking are valuable tools for Lean initiatives and for integrating a problem solving culture throughout the organization.

How to Implement A3 Problem Solving

The A3 Report usually consists of multiple steps following a PDCA structure of Plan, Do, Check, Act. The number of steps can vary due to the different formats being used for the A3 Report. The exact number of steps used is not as important as the end result. The A3 Report can utilize various forms depending upon the organizations needs and preferences. The following paragraphs provide information regarding the basic steps and some tools used to complete the A3.  One thing that all of the forms seem to have in common is that they follow the PDCA problem solving process.  The basic steps and where they fall into the PDCA structure are listed below:

• Define the Problem:

The first step is to define the problem or identify the need for improvement:

• Define the ideal state, the operational standard or the desired condition
• Describe the current situation or status
• How is the current status different from the desired state or operational standard?
• What value will be realized by completion of the A3 exercise?
• Containment:

In some A3 formats, a section is included for immediate countermeasures or containment actions. The purpose of containment is to prevent further problems from occurring or prevent the current problem from causing negative effects to other processes, products or departments.

• Breakdown the Problem:

Next, the team should breakdown or further define the problem. Ask any relevant 5W (What, When, Where, Who, Why) and 2H (How, How many / How often) questions. There also may be more than one issue contributing to the problem or more detail required to properly address the problem. Prioritize the issues and identify the point of occurrence or escape point.

• Define goals:

The A3 team should set goals regarding the improvement desired as a result of the exercise. This could include a percentage of improvement in process throughput, reduction in number of defects per unit or processing time. The goals should be specific, measureable, realistic, achievable and timely. Many companies are adopting the SMART goal approach.

• Root Cause Analysis:

The team should perform a Root Cause Analysis (RCA) of the problem by using various quality tools. The tools could include, but are not limited to data analysis or completing a Cause and Effect or Ishikawa diagram followed by a 5 Why exercise. Whatever method selected, it is important to get past the symptoms of the problem and down to the root cause.

• Countermeasures:

Permanent countermeasures or corrective actions must then be determined to address the root cause. The countermeasures must be clearly defined, achievable by the person responsible and have a due date. Corrective actions that do not have an owner or due date are seldom achieved.

• Implementation:

A plan for implementation of the corrective actions should be developed. The plan should include the team members, resources and time required to complete each task. In some cases, support from outside resources or test facilities are required. Some countermeasures may require repair or replacement of tooling or other capital expenditures. Therefore, proper levels of management should be kept informed throughout the process to assure adequate resources are available for implementing any corrective actions.

• Monitoring and Validation:

The A3 team should next confirm the effectiveness of the countermeasures. This can be accomplished in many ways, including but not limited to additional quality checks, Statistical Process Control (SPC) data, process or product audits and customer feedback.

• Standardize and Improve:

During this phase of the A3, the team should take action to standardize the process changes or improvements. The team must update all standard work, work instructions and process control plans, etc. In addition, it is a good practice to perform a short Things Gone Right / Things Gone Wrong (TGR/TGW) exercise and document in the A3 report what went well during the process and what could use improvement. The management team should also promote continuous improvement of the A3 tool within the organization.

Common problems to avoid with the A3 Report:

• The background is not well developed
• The problem statement is not well defined or unclear
• The ideal state or target condition is actually an action item, not the desired result
• Analysis does not drill down to the root cause(s)
• Ineffective countermeasures that will not prevent the problem from re-occurring
• Validation and monitoring methods are not well documented or there is a lack of evidence of improvement

Always remember that the A3 process and report are about fostering critical thinking. Encourage A3 thinking within your organization. The A3 process should be focused on improvement through developing the skills of the people. A3 thinking promotes problem solving, communication and mentoring of the teams.

The A3 Report is an effective visual tool for driving improvement and promoting a problem solving way of thinking. The format can and does vary depending upon the company or organization. The format you select is not as important as the results of the exercise. As long as the form contains the basic steps for problem identification, root cause analysis, corrective action and monitoring improvement or performance, it will be a very effective tool. The A3 Report has its roots in the automotive industry but is branching out into many different applications and industries from manufacturing to healthcare.

A3 Problem Solving Services

A3 Services from Quality-One include A3 Problem Solving Consulting, A3 Problem Solving Training and A3 Problem Solving Project Support, such as Facilitation and Auditing. Our experienced team of highly trained professionals will provide a customized approach for developing your people and processes based on your unique needs. Whether you need Consulting to assist in the design of your A3 process, Training to help understand and drive improvement through the A3 report, or hands-on Project Support for building and implementing your A3 process by utilizing our experienced Subject Matter Experts (SME) to work with your teams, Quality-One can help you promote A3 thinking in your organization.

Learn More About A3 Problem Solving

Quality-One offers Quality and Reliability Support for Product and Process Development through Consulting, Training and Project Support. Quality-One provides Knowledge, Guidance and Direction in Quality and Reliability activities, tailored to your unique wants, needs and desires. Let us help you Discover the Value of A3 Consulting, A3 Training or A3 Project Support.

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(248) 280-4800 | [email protected]

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15+ Quality Report Templates – PDF | MS Word | Pages | Google Docs

Quality reports are made to assure that those who avail of certain products and services get what they are guaranteed. There are standard procedures in order to measure value and quality in production. The process of quality control is then presented through a quality report samples .

Report Template Bundle

• Google Docs

Quality Audit Report Template

• Apple Pages

Internal Quality Audit Report Template

Monthly Quality Management Report Template

Simple Audit Report Template

Editable Internal Audit Report Template

Monthly Report Template in iPages Format

Editable Service Report Template

Free Data Quality Report Template

Free Monthly Quality Report Template

Free Weekly Quality Report Template

Free Service Quality Report Template

How to Prepare Quality Inspection Report Template

• Choose the right template . You need to carefully choose the template that would best fit for your report. Make sure your chosen template is capable of relaying all the information you want to present at one glance. You could actually just download our Report Templates from this page.
• Relevant labels. Add relevant labels to your template so as to make sure you have all the important details covered.
• Nature of report . Prepare your template according to the nature of what you wish to report on. Your template outline and format should all be dependent on what you plan to input in your quality report.
• Standard quality criteria . Allot spaces in your simple template for standard quality criteria that you would want to use to measure the quality of products and services.

How to Write a Quality Report

• Describe facts. One way to ensure quality is to describe facts and findings as it is. Exact descriptions could be helpful in evaluating and assessing whether or not a product or service still maintains standard quality.
• Use common language or keywords. For easier comprehension and referencing, it would be ideal to write quality control reports in keywords. This would help establish a common language for better understanding.
• Develop a writing style. This would serve as a trend on the way you input information in your template. A writing style in each report could help your audience familiarize a pattern in your reporting.

Free Quality Assurance Report Template

Free Quality Control Report Template

Free Quality Audit Report Template

Free Quality Improvement Report Template

Free Quality Investigation Report Template

Guidelines on How to Write an Effective Quality Test Summary Report

• Write in a systematic order.
• Provide a comprehensive conclusion.
• Summarize overall report content.
• Download a report template. You could actually download our Weekly Status Report Template and see if this is appropriate for your type of report. Downloading a template will save you a lot of time and effort in writing reports.

More in Report Templates

Daily QA Status Report Template

Compliance Quality Review Report Template

Christmas Elf Report Template

Quality Nonconformity Report Template

Quality Non conformance Report Template

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Blog Training and Development

One Pager Guide: Examples, Ideas and Templates

By Jennifer Gaskin , Oct 11, 2023

The humble one pager has a simple name, but in reality, it’s anything but one dimensional.

That’s because teachers, business owners, sales teams and training managers can all make use of this utility player document.

Let’s learn more about one pagers and explore tips for creating your own, whether it’s to sell your company’s services or help reinforce training materials .

Click to jump ahead:

What is a one pager, what should a one pager include.

• What is a one pager for a project?

One pager examples

How to write a one pager.

One pager is a single page of content, most often no larger than a letter- or A4-sized sheet of paper. Because they have such broad uses, though, what’s actually in a one pager will depend on your needs and the purpose of the materials.

In a business context, we most often see one pagers used to summarize the services a company offers. They’re also often used to aid in employee training and development . And that brings us to the overlap between training and education, as a teacher might use a one pager as a learning tool for their students.

(Not sure visual training content works? Let us change your mind.)

The exact content of a one pager will depend on why it’s needed and who’s creating it. I assume you’ve landed here because you’re looking for one pagers related to some aspect of business.

So for now, I’m going to focus on how businesses tend to use one pagers. (I’ll talk more about educational one pagers later.)For a business, a one pager can have pretty much limitless applications. But here are the most successful uses I’ve seen and the types of information you should include in each:

A company one pager is meant to describe what your business does, whether that’s selling goods or providing a service.

For a successful company one pager, all companies should include a few things:

• Mission/values statement
• Services offered
• Value proposition
• Contact information

Many companies use their basic one pager as a sell sheet, particularly if they are known for making one or two main products.

But a sell sheet should include things like:

• Your pricing model
• Project timelines (if applicable)
• Product or service specifications
• Ordering information

Product flyer

A close cousin to a sell sheet, a product flyer is essentially a sell sheet for a particular good or service that you create or sell. What distinguishes them from sell sheets is they focus on a singular good or service rather than all the goods or services your company sells.

Product flyers should have:

• Logo (company and/or product logo, if applicable)
• Photos of your product (or images that represent your services)
• Product specs
• Sale information (if applicable)
• Purchasing information
• Contact information/social media

Investor pitch

If you’re looking for financial backing for your company, you’re probably going to create a pitch deck . But if you distill that information into a single page too, it can help set you apart from other potential investments — it shows you have a firm grasp on your unique value proposition and business plan and you respect the time of those you’re pitching.

Consider including the following in your investor pitch one pager:

• Logo (or the name of your business if you don’t have a logo yet)
• Unique value proposition
• Market analysis and revenue projections
• List of officers and key team members
• Launch timeline
• Fundraising goal

Standard operating procedure

One pagers are incredibly useful when learning how to do something new, whether you’re just starting a job or you’re taking on new responsibilities. Give your employees a leg up by creating standard operating procedure one pagers written tutorials they can refer back to. These types of one pagers can help them commit tasks to memory so they become second-nature.

An SOP one pager should have:

• Description of document’s purpose
• Summary of procedures or specific task
• Policies and procedures necessary to understand task

A training one pager may be quite similar to a standard operating procedure one pager. But it has the specific purpose of ensuring team members know how to tackle a new task, technology or process. Also called job aids , these types of one pagers are closest in purpose to those used for education: their goal is getting information to stick.

The specific content will vary, but generally training one pagers should include:

• Name of task
• List of steps to complete task
• FAQ about task
• Contact information if help is needed

Sales report

One pagers are perfect for summarizing lengthy material. This is why they’re so useful in training materials , which we just explored. But they can also be used to highlight important aspects of broader information or data, such as sales data. Your company may have a seemingly endless number of sales- and revenue-related data points… summarizing it all in a one pager can make the material easier to digest.

Here’s what a sales one pager could include:

• Quarter/annual/fiscal year
• Income and expenses
• Year-over-year change (or month-over-month/quarter-over-quarter)
• Projections
• Return on investment
• Important milestones/events

Project report

What is a one pager for a project? Similar to a sell sheet or product flyer, a project report one pager summarizes key information about an ongoing (or upcoming) project. One pagers are excellent tools for keeping your team on track during any project.

Include things like:

• Images of project (if applicable)
• Timeline, including noting if team is falling behind
• Projected new timeline (if applicable)
• Key team members

Now that we’ve explored the different business and training applications of one pagers, let’s take a look at some examples — both inside and outside of a corporate context.

Business one pager s

Here are some general business one pager examples:

This project one pager focuses on a product launch. Note how different departments are color-coded. This allows team members to see what areas they’re responsible for at a glance.

Use your product flyer, sell sheet or even investor pitch one pager to compare your product or service to a chief competitor with a comparison one pager. Seeing key specs side-by-side can really make your products stand out.

Showcase the variety of products or service your company offers with this product flyer one pager template. Make sure you have high-quality photos (or use icons and graphics to represent your services).

Take a page (ahem, one page) from this real estate sales flyer for your next sell sheet. Summarize key points in the bulleted list and highlight the contact information for your sales team.

Give potential customers a 35,000-foot view of your business by creating a company one pager using a template like this one. Include your logo, hours, contact information, website and address to give the reader all the most important details.

Training and development one pager s

Ensuring team members have the skills they need and follow the right procedures is an ideal use for one pagers in a business of any size. Here are a few examples and templates to get you started:

While this one pager was designed to keep track of equipment, you could easily modify it to make sure other procedures — particularly ones you’ve recently put in place — are followed. Research has shown that writing things on paper (or a tablet) can improve information retention, so your training and development one pagers should be printer-friendly.

Create individualized learning and development plans for your employees with this template. Modify it to list things like courses they’ll complete, certifications they can earn or new tasks they want to take on.

Keep track of training and development schedules with a one pager that lists each person’s sessions and how long they’ll last.

Learning and development in a professional setting can sometimes feel isolating, particularly if team members are on their own throughout the training process. But by creating a training one pager like this, the whole team can see where their peers stand and provide moral support and motivation.

Use a flyer design like this to make sure everyone at your company knows that learning and development opportunities are available — whether you offer them in-house or provide outside tools.

Education one pager s

I’m not a teacher, but I know one pagers are also quite popular in education, from elementary school to college. While they’re similar in some ways to those used in business, they typically vary in one big way: students make them, rather than teachers.

An education one pager is a document that a student creates to show what they’ve learned. They can be used in place of tests or quizzes or as a companion to a more traditional written assignment. They often include drawings or other artistic depictions (here are some cool examples of creative one pagers made by students ).

The goal of a one-pager is to quickly and effectively communicate your message, so brevity and clarity are essential. You want the reader to grasp the key points in a matter of seconds.

Here’s a general outline for creating a one-pager:

• Header: Start with a clear and eye-catching title at the top of the page and include your name or the name of your organization.
• Introduction: Provide a brief introductory paragraph or a few sentences that explain the purpose and context of the one-pager.
• Problem statement or opportunity: Clearly state the problem you’re addressing or the opportunity you’re seizing. This is the “why” of your project.
• Solution or idea: Present your solution, idea or project in a concise manner. Explain how it addresses the problem or leverages the opportunity.
• Key benefits: Highlight the key benefits or advantages of your solution. This can include things like cost savings, increased efficiency or market advantages.
• Key features or components: List the most important features, components or elements of your project or product. Bullet points work well for this section.
• Target audience: Describe the target audience or customers for your project. Who will benefit from it, and who is it designed for?
• Market opportunity (if applicable): If your one-pager is for a business idea or startup, provide some information about the market opportunity, such as size, growth,and trends.
• Implementation plan or timeline: If relevant, outline the steps or timeline for implementing your project. This can include key milestones or phases.
• Call to action: Conclude with a clear call to action. What do you want the reader to do next? Contact you, invest, or take some other specific action?
• Contact information: Provide your contact information, including email, phone number and any relevant social media or website links.
• Visual elements (optional): Consider including visuals such as charts, graphs, images or infographics to make your one-pager more engaging and informative.
• Formatting and design: Keep the layout clean and easy to read. Use a legible font, appropriate font size and simple colors. Ensure that the document is well-organized.
• Proofread and edit: Carefully proofread your one-pager for spelling and grammar errors. Ensure that it conveys your message clearly and concisely.
• Review and feedback: Before finalizing your one-pager, have someone else review it to get feedback and make improvements.

One pagers are the unsung heroes of business communications thanks to their small size and versatility

As we’ve explored, you can create a one pager for your business that highlights your services, convinces an investor to give you money or helps keep your team’s skills sharp.

Whether you’re an executive or a learning and development professional, you can create all of these one pagers and more with Venngage for Business.

Simply sign up for a free account , choose a template from our library of professionally designed options and create your own in just a few clicks!

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The One-Page Audit Report: Maximizing Efficiency and Elevating Impact

The English language is littered with exhortations to keep it “short and sweet.” Shakespeare reminds us that brevity is the soul of wit , while Franklin Roosevelt’s counsel to public speakers is to be sincere, be brief, be seated .

And yet all too often as internal auditors we are at pains to tell the reader or listener everything we did — who, what, why, how, and when — before we get to anything that may be interesting or useful. Unfortunately, our desire to tell all can obscure our message. Linguists call this “verbalism,” but I have another word for it: auditsplaining , or “the tendency of internal auditors to catalogue the unimportant in exhaustive detail.”

There is a real danger we talk ourselves out of a job and that is why at SWAP we have adopted the one-page audit report. It’s been a real game-changer and both our clients and our auditors simply love it. In this article I want to share with you some of our thinking and experiences while encouraging you to try it for yourselves.

What’s Wrong With Long Audit Reports?

I was inspired by a recent LinkedIn podcast by Sarah James called “ The Best Way to do Audit Reports .” The trouble with auditsplaining is we can fail in our primary goal of making a difference to our organisations. The IIA’s new strapline is “elevating impact,” which applies to us as individuals and teams of auditors as well as to the professional association. Long audit reports have the opposite effect by cushioning our blows. Here are just a few of the other drawbacks:

• We are creating work for ourselves — writing, reviewing, editing, proofing. Before the new template, our average production rate was roughly one day per page and our reports were around 38 pages, representing seven to eight weeks. We can all do without the additional stress this causes and put this time to better use. Now we are down to 11 days.
• We are delaying communication to the point where our message may no longer be relevant. Circumstances and risks change quickly. Control weaknesses may have already been corrected or got worse. Opportunities may have been missed and losses incurred.
• We are diminishing our brand. Do we want to be known for our elaborate reports or for the impact we have? In his latest book, Agents of Change , Richard Chambers reminds us that, just as the cereal rather than the cereal box is the intended deliverable, so too the organisational improvement we inspire rather than the report we write is our primary product. 

The Root Causes of Auditsplaining

I can’t really think of any advantages. If stakeholders are looking for greater detail, it can always be made available. If we are inefficient, we make the audit committee and senior management inefficient. It can take up to four hours to read and digest a 40-page technical report. These are busy people.

Our tendency to provide chapter and verse can come across as insecurity and a need to justify ourselves. There may also be a training issue; writing and presenting skills must be actively developed and continuously improved. We tend to keep doing things the way we have always done them, and often the audit committee and senior management seem satisfied, but that could be because we haven’t shown them anything better. Perhaps we have the wrong kind of relationship and are treated like a contractor rather than a trusted advisor.

Transitioning to the One-Page Audit Report

We sometimes fall into the trap of seeing ourselves as a production line. We have the year planned out in advance divided neatly into quarters and we work systematically to get our reports delivered according to our timeline. Our reports are the chance to let everyone know what we’ve been doing.

What’s needed is a shift in mindset. Our true mission is to make things better by enabling better decision-making. Our work must be aligned with the purpose, priorities, and risks of the organisation. When communicating we should challenge ourselves: is this going to be useful to managers and directors and help them achieve their goals? If not, it doesn’t have any place in our report.

A one-page report is readily consistent with the Standards. We know communications must be “accurate, objective, clear, concise, constructive, complete, and timely” ( Standard 2420 ). We pay too much attention to “complete” and not enough to “concise,” “clear,” and “timely.” The purpose of the report — our added value — is to join the dots for our audience, to interpret what is going on including the implications for strategic goals and the opportunities for improvement. For an idea of our end product, see the example one-page audit report template below.

SWAP’s One-Page Audit Report Template

This is how we have made the transition at SWAP to the one-page report:

• By creating and implementing the concept of a healthy organisation that takes a holistic approach to applying the elements of the Three Lines Model towards a common purpose.
• By shifting our focus from inputs (our work) and outputs (our reports) to outcomes (our impact). 
• By consciously adopting an Agile philosophy where we are responsive, flexible, and adaptive, continuously reevaluating priorities and risks and moulding our plans accordingly .
• By taking senior management and the audit committee with us on this journey through continuous dialogue.
• By aligning our planning and resources with organisational needs and priorities.
• By utilising data analytics and best-in-class digital tools to innovate every part of our process.
• By focusing on the bigger picture, drawing on the work of other assurance providers, minimizing duplication, overlaps, and gaps, and utilising the findings of previous audits to inform where we need to be applying our attention next.
• By avoiding auditsplaining in favour of a mature relationship with senior management and the board as a trusted advisor.

Shifting Our Mindset and Approach

I encourage you to try a new approach. You can adopt and adapt our template above or others like it to get you started. If we wish to remain relevant, we have to demonstrate our value by getting straight to the point and providing practical solutions . We can synthesize from multiple inputs and paint a coherent picture, and we can do so concisely. By using technology, metrics, and dashboards we can communicate much more efficiently and effectively. It is our duty to help senior management and the board focus on what’s important now — and into the foreseeable future. 

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How to Write a One Page Results Summary

Autumn 2021

Sharing the results of customer research can be challenging. As researchers we love detailed presentations, with lots of charts and graphs, but that doesn’t work for everyone. When it comes to sharing the right results to the right people we need to craft a summary that gets attention, makes a strong case, and leaves a lasting memory.

Why one page?

The first question about your one-page summary is probably: do I really need one? To answer that, it’s useful to think about what the one page summary isn’t. It’s not a dashboard. It’s not a full report. It’s not a piece of internal comms, although many of the same principles would apply to designing it effectively.

So if you already have all those things (and you probably should), do you really need to add more work to the list? Unfortunately for you, the answer is definitely “yes” if you want your research to get the attention it deserves. It’s useful to be clear about what the purpose of the summary is. It needs to:

• Get attention • Make a case with specific recommendations (based on evidence) • Drive action and decisions

These are the “Hook”, “Contrast”, and “Mission” steps that characterise a good business story, and that’s exactly why you need the one page summary.

Unlike the dashboard, and the full slide deck of findings, the one page summary is first and foremost a narrative argument.

You’re making a case, grounded in insight, that supports specific recommendations for action. It’s also an opportunity to signpost people towards the more detailed findings if they’re interested, but you shouldn’t feel the need to include everything in your summary. In fact, the more you can leave out the better!

The one page summary is a narrative call to action, something to grab attention, get across some key information, and drive change. What’s the best way to approach that? I think we need to draw together the best bits from 3 models: the executive summary, the academic poster presentation, and journalism. You’re aiming for something which has the attention-grabbing headline and spare writing of good journalism, the clear explanation of data and visual strength of a good academic poster, and the layer of interpretation and clear recommendations that make for a good exec summary.

What is “insight”?

One of the clichés of the research industry is agencies claiming to deliver “insights” rather than just “research findings”. It’s often more of a marketing claim than a real distinction, but what should you be looking for if you want your one-page summary to deliver insights? As Jeremy Bullmore explained, the difference between a research finding and insight is the difference between saying: "Product satisfaction arises less from inherent construction and performance than from consumers' internalised perceptions of personal utility.” and Theodore Levitt’s famous observation: “People don't want quarter-inch drills. They want quarter-inch holes.”

The point is that presentation matters. If you find a punchy, memorable way to put it, ideally with some sort of visual metaphor or image, then it's much more likely to be understood, remembered and applied. We can expand on that idea to look for a systematic way to turn findings into insight. We start with whatever fact it is we’ve learned, and we synthesise that with things we already know to put that piece of knowledge about the world into context. That helps us to interpret the fact properly, perhaps drawing some tentative conclusions about cause and effect, and that in turn means that we can apply it to our organisation, making recommendations about what we should do. As important as all the rest, though, is packaging that insight into a pithy, memorable, visual summary (like Levitt’s ¼ inch holes).

Let’s turn in a bit more detail to what you might want to include in your one page summary. You’ve got to get the attention of decision makers if your results summary is going to be read, let alone actioned. That means you need a punchy hook. You can’t afford to be careful or diplomatic with your wording.

I’d suggest that a good hook is to state a problem for your audience, perhaps that you’re losing customers to competitors, or that 20% of customers have experienced a problem with a particular touchpoint. It’s always tempting to frame these sorts of things in a positive way, but I’d encourage you to frame them in the most alarming way you can in order to get attention.

If you get that right, you can pretty much guarantee your readers will want to know more, so support your statement with a few killer pieces of evidence.

And, most important of all, make sure you show them that there is something that they can do to address the problem you’ve raised. Bearing bad news is ok as long as you come with a solution as well!

The editorial mindset

A good summary report comes from adopting what I like to call the “editorial” mindset. When you’re analysing the data you have to be neutral. You don’t have an opinion. You find out what the data tells you about the world. Once you’ve done that hard work, though, you need to present it to other people in the most forceful way possible. You need a very clear, very punchy, headline message. You need to support the argument you’re making with key information that evidences it, quantifies it, and brings it to life. That information should make an appeal to the emotions as well as the rational analysis of your readers. Finally, you need to make strong recommendations as to what the results you’re sharing mean, and what decisions you think should be taken as a result of them. If you can’t articulate that, then what’s the point of reading your report? What, frankly, was the point of conducting the research it was based on?

The second key part of the editorial mindset is that you should ruthlessly trim away the fat in every aspect of your report. Hone the writing as much as you can. Refine charts and graphs to remove unnecessary clutter. There’s a saying that “writing is re-writing”, and I think it applies here. The fact that the one-page summary is short doesn’t mean it’s quick to do. In fact, it often takes longer to write a short report than a long one. Why? Partly because efficient communication takes work to revise, and partly because the narrative required for a summary forces you to think through your evidence, and to produce statements of cause and effect. That’s what makes it powerful.

The cause and effect

In terms of the specific information you need to include, and what your message should be, the details obviously depend on your exact situation, but again we can look for some general principles. If I had to boil it down to one thing, it would be this: the results you share will be interesting and actionable to the extent that they make links between survey data and other things. In other words you need to be making arguments about cause and effect. As Professor Tufte said, “Good displays of data help to reveal knowledge relevant to understanding mechanism, process and dynamics, cause and effect.” The point is not necessarily to prove a causal relationship beyond doubt, but to present data in a way that helps us to understand and discuss those possible links.

A good way to think about this is to look at the language you are using. Is it purely descriptive? “Satisfaction is higher in the North East?”, for example. If so, then look for ways to address causal questions, and the key is often in a small number of words, such as because (“Satisfaction is higher in the North East because of …”), therefore (“Satisfaction is higher in the North East, therefore customers …”), if (“If we invest in our regional hubs to bring them up to the standard of the North East, then…”), unless (“Unless we act to improve in the South West we risk losing these customers…”). That’s not an exhaustive list, but hopefully you can see the difference between describing a fact about customers and the much more powerful argument you can make by linking that fact to other information about causes and consequences.

“Good displays of data help to reveal knowledge relevant to understanding mechanism, process and dynamics, cause and effect.” Professor Tufte

Get out of the comfort zone of reporting back descriptions of what customers said in the survey. Make arguments about cause and expect, talk about what the data means and how it links to our performance as an organisation.

Make your one-page summary as visual as you can. It helps engagement, and it makes it more likely that people will remember key information.

Make your writing as punchy and direct as you can – as if you were writing copy for an ad, rather than a report. Mike Monteiro suggests, rightly, that saying “if we launch this feature we’re going to get someone killed” is much more likely to get attention than “I have some concerns about this new feature”.

Be receptive

If you can, test your report on other people, ideally someone who doesn’t know much about the survey. Does it make sense to them? Do they follow your argument?

Be prepared

And finally, although it should stand on its own as a document to be read, expect questions. That’s a good sign, because it means people are interested and engaged enough to ask them!

Make sure you’re ready to defend your conclusions, your survey methodology, and have as many facts and figures ready to answer questions as you can. Dealing with questions effectively is an important part of establishing your credibility, and that’s often the final hurdle between your results summary and action starting to happen.

Stephen Hampshire

Researched by Consultants from Top-Tier Management Companies

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25+ One-Page Performance Reports for a Result Driven Assessment [Free PDF Attached]

Nawsheen Muzamil

Performance reports have played a part in every individual’s career. Whether it is a school progress report, college transcript, or employee performance review, we all have owned at least one of these documents. 

The main intention behind preparing performance reports lies in sharing constructive feedback with the recipients. As such, multiple such statements can be shared to identify the star performers and the ones in need of improvement. Consequently, there would be promotions, demotions, upgrades, or simply trimming of man-force, resources, or processes in lieu of such reports that can be prepared daily, weekly, or monthly. 

Apropos, SlideTeam has summoned the best one-page performance reports to create a concise and professional record of assessments that canthen be reproduced in formats of your choice. These include PNGs, JPGs, PDFs, and more. 

So without any further ado, let’s walk you through them! 

Template1: One-page Monthly Project Performance Reports

Here is a rather dynamic one-page template to create monthly performance reports. Using a vivid combination of graphs and comparison tables, quantify your team’s monthly performance and the output of the projects undertaken. Additionally, these graphs are Excel-linked, allowing you to visualize the exact scenario.

Download this template

Template 2: Weekly Sales Performance Report

Present your weekly sales performance using this dazzling one-pager report template designed in hues of turquoise. Generate real-time graphs and charts owing to the Excel-linked feature of this template. Deduce the customer lifetime, their contributing value, and the crucial “lead to opportunity” value of your weekly sales with this easy-to-edit template.

Template 3: One-page Sales Employee Performance Review

Are you looking to present a performance report of your sales team? Here is a well-designed template to compare the various parameters of such an assessment. Compare an employee’s capabilities concerning fulfilling the job responsibilities, meeting the set targets, and rate them on the level of enthusiasm they showcase with this graphically rich one-pager template. 

Template 4: Ecommerce Website Performance One-pager 

How well is your website faring as an e-commerce enterprise? Tally and deduce it in this One-pager performance report template. This graphically illustrated template helps you determine your website traffic sources, monthly sales, audience demographics, and revenue generated, among other discussion factors. So, download this template to create an atmosphere of appreciation and motivation.

Template 5: One Pager Annual School Library Report 

Present the hustle and bustle of your school library with this one-page-performance report template. Record all the events that happened over the year including the number of new registrations, the number of borrowers, online visits, wifi sessions, etc, in this PPT template. Using infographics, highlight the key statistics, financials, and the activity that the facility witnesses annually. Download this creative template now.

Template 6: Business Annual Report One-pager PPT

This template will help you deliver annual business performance reports to your senior management and teammates. It has various Excel-linked graphs to present a vivid structural, financial, and futuristic analysis of your business. This one-pager template will highlight your key achievements, revenue charts, and annual strategical revisions. So download now!

Template 7: One-page College KPI Performance Report 

Create a comprehensive college KPI report with this template. Prepare this performance report on factors like employment rates, employer satisfaction, students' satisfaction, and more. Tally your results over the years to understand how well you are faring and then work on improving those stats as per your needs.

Template 8: Marketing Campaigns Performance Analysis Report

Analyze your annual, bi-annual, or quarterly marketing campaigns with this one-pager template. Record the impressions, conversion rates, and the average cost per conversion with this composite one-page template. You can also denote your searchability across social media platforms and search engines to track the progress made over the months with this PPT design. Download now to explore its full potential.

Template 9: Monthly Digital Marketing Performance Reports

Presenting another dynamic one-page performance report template to showcase your digital marketing efficacy! Study trends, classify campaigns and jot down their effectiveness with this vibrant template. Download this PPT design now to exploit its editability and many other compelling features it offers.

Template 10: One-page Annual Performance Report 

Keep an eye on your funds and ensure they are on track with this investment performance report template. Maintain an annual record of the dynamic stock market with this PPT design. With the amalgamation of factors like performance allocation trends, historical summary, and risk factors, generate a thorough one-pager annual performance report to share with your prospects.

Template 11: Quarterly Stock Performance Report

Monitor your company stocks with this quarterly performance review template. Highlight the opening and closing trading points and the span of rise and fall of stock price with this PPT template. Download now.

Template 12: One-page School Performance Report

Are you operating any educational institute and wish to analyze and share its impact on your community? Here is a one-page school performance report to share your performance over a period. Present your demographics, major achievements, and features that distinguish you from your competitors with this template. Inspire your staff about their workplace and motivate the parents looking for enrolling their children in your institution with this PPT template. 

Template 13: Webinar Performance Survey Report

Whether you are a first-timer or have been imploring webinar marketing for a while, it is a good practice to analyze your session. You can base this performance checkup on the number of conversions such as website-driven traffic, app downloads, or registrations post the webinar. With this survey report template, you can even conduct a preliminary assessment of the webinar based on how many of your audience actually shows up and stays throughout the session. Study and present all these parameters by downloading this intuitive PPT template now! 

Template 14: One-page Hotel Chain Performance Report

If you are operating several hotels, analyze how they perform with this one-page review template. Understand factors that drive revenue from these property assets, and work the feedback to improve them. Download this template to bring into limelight other factors like the total RevPAR, return of capital, the hotel adjusted EBIDTA margin, etc.

Template 15: Current And Previous Year Financial Performance Review

Are your company finances keeping you awake all night long? Do you fear being duped? It’s time to bring your team to action by keeping a vigilant eye on your finances with this one-page financial performance template! Recognize factors that add to your growth and understand dimensions that need restrategizing with this one-page design. So explore this template now!

Template 16: Company Ranking and Financial Performance  Report 

Quantify your company’s performance in the market with our performance reports. Highlight your architectural record, interior design, and building design that sets you apart from your rivals with this PPT design. Share a visual snapshot of the financial performance over the years with this Excel-linked bar graph representation. Download now!

Template 17: Funds Long Term Investment Performance

Determine and share the performance of your long term funds using this template. Present a clear snapshot of the total returns on your shares based on the previous year's performance. The bar graph shown in this template complements and adds to the comprehension of your performance report, so download now!

Template 18:  Political Website Performance Analysis

Do you wish to deliver a smooth, customer-friendly website experience to your visitors? Then keep an eye on its performance with a predesigned one-page design. Track your website’s performance in times of campaigning or during your activity with this PPT template. Understand the temperament of your audience, especially your supporters, favorable regions to conquer, and much more with this graphically enriched one-page performance report. So download now!

Template 19: One-page Environmental Performance Review

Does your company vouch for environmental sustainability? If yes, then it’s prudent to keep a check on how your products (both useful and waste) affect the environment! This ecological performance overview report showcases your company’s impact on the environment. Highlight the influence of all the steps taken to minimize the harm to the environment, including reduction in the hazardous waste and the emission of CO 2 . Study the trends of reducing and reusing waste over the years to imply environmental friendliness with our one-page performance reports.

Template 20: Environmental Performance Summary Report

Here is another one-pager to quantify your environmental friendliness. This graphically supreme environmental performance report shows the trend in reducing CO 2 emissions, designating more floor space to green surfaces, and the shift towards renewables over the years. Download now and fascinate your board of meeting on how far you have come!

Template 21: New Joinee Performance Improvement Plan

Is your organization constantly looking for fresh talent to onboard? Here is a new joinee performance improvement plan to study the influence of your efforts on training and perfecting new employees. Highlight their performance deficiencies and chart out an improvement plan with this PPT template. Assign projects, review, and record their performance with this presentable performance report. Download now!

Template 22: One-page Employee Performance Report

Is employee performance review a part of your company’s annual assessment? If yes, here is a performance review one-pager to portray it! Understand your employee’s key strengths and weaknesses, add comments and suggest ways to improve their shortcomings with this PPT design. Finally, rate their growth and development pace with this one-page template.

Template 23: One-Page Environment Sustainability Scorecard 

How well are you delivering on your environmental sustainability objective? Check with this one-pager scorecard template! Compare and contrast electric and water management over the years with our performance reports. Use this slide to study the trends and strategize accordingly.

Template 24: Company Performance Stats One-page Report

Share your company’s performance snapshot with this one-page teaser template. Highlight your growth in terms of employee number, projects completed, and clients served. Additionally, specify the revenue generated during the fiscal year with this PPT layout. Download now! 

Template 25: One-pager Public Relation Annual Report

Here is a one-pager report template to be shared with the company chairman on behalf of the general public. Highlight your feats, upgrades, and product rollouts during a specific period with this performance review template. Highlight your funding and revenue amassed with this template. Bring your team, social media channels, and other company details into the spotlight with this PPT template.

Template 26: One-page Students Annual Report 

Here is an extensively prepared report card template to share insights into the academic and co-curricular performance of the students. Using a combination of facts, figures, and visual elements, create a full-fledged report on the pupil’s performance to motivate and congratulate them. Download this one-page annual report template now!

Template 27: One-pager for College Annual Report 

Present an annual report of your college by including the significant feats with this one-page slide. Share a snapshot of the reviews by your students, employees, and the people impacted by your institute. Additionally, make some of your institutional information such as the name of funders, chairperson, and other communication details public with this one-pager annual college report. Download this report now! 

In addition to this, there are more than 2500 one-pager performance reports you can find on our website. And did you know that you can even have one customized for you and your team? Just get in contact with our research team or place a request here !

P.S: In the business world, there is another performance analysis tool that comes in handy while assessing organizations that goes by the name SWOT analysis. If you are looking for such result-driven SWOT templates that are essential in business decision-making, here is a guide that you need to check. So click and explore now!

Download the free Performance Reports PDF .

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How to Write a One Page Performance Review

In a performance review, a manager evaluates an employee. they offer feedback, identify areas of strength and those that need improvement..

In the review meeting, goals and targets for future performance will be outlined. Keeping the performance review brief, as brief as one page, can ensure that it delivers value to the employee, their manager and the entire business.

Companies carry out performance reviews periodically because this offers a chance to correct course quickly if need be and offer support in a timely manner.

Other benefits of performance reviews include:

• Letting employees know what they are doing right and to encourage them to keep doing it
• Giving employees a chance to seek clarity, voice concerns and ask for assistance
• Remind employees of the broader company goals and how their work contributes to them
• They facilitate employee development by providing some of the first data that can be used in designing employee development programs

It is customary to write a performance review in order to provide a record of what was discussed, and to track progress. This report can be a point of reference for both the employee and the manager. For this reason, amongst several others, it should be kept short.

Reasons to write a one page performance review

It is faster.

It takes less time to conduct and respond to a one page performance review. Because participants don’t have to set aside a lot of time to do them, it encourages both managers and employees to embrace the process.

It allows you to relay relevant information

One page performance reviews can be done frequently and this allows managers to share current and relevant feedback. A one page performance review done once a month will be more effective than a longer review that is done only once a year.

They can double as an engagement tool

Feedback is one of the things managers should put at the fore front if they are seeking to both maintain and improve engagement amongst employees . Short and frequent reviews offer managers a chance to give feedback.

Get started for free today.

A quick point of reference

Employees can quickly pull up their copy of their one page performance review if they need a reminder of what they need to focus on. They can track their own progress and these documents can be powerful tools in a larger performance review or a salary review.

They get to the gist of the matter

A short review will be specific, leaving no room for vagueness or assumptions. This helps both the manager and the employee give information that is actionable.

What to include in the performance review

Different industries will measure performance basing on different parameters. In addition to those specific measures, most will review the following skills:

• Quality of work
• Attendance or punctuality
• Ability to meet goals and deadlines
• Communication skills
• Problem solving ability

Writing the one page performance review

Depending on the preferences of the organisation, the grading system for the review can be numerical, 0 to 5, involve alphabetical choices, ask for written responses or even be some combination of the three.

A performance review can involve feedback from a self-evaluation as well as evaluation from a manager of their employee.

Be specific

The review should cover specific areas like employee behaviour, achievements and their contribution to the larger organisational goals. Rate the employee on each of these areas and give clear feedback for improvement or congratulate them on a job well done.

Keep feedback constructive

Feedback should focus on correcting, improving or advising. For instance, “This was not done well” could be replaced with “Consider using this system to ease the flow of information.” This ensures that employees find the reviews beneficial.

Use examples

Brief doesn’t mean the performance review should be vague. In fact, for a one page performance review to be beneficial, it needs to be very clear.

If you are happy with how an employee resolved a particular conflict, articulate that. Saying, “Well done on your use of the company’s 5 step resolution conflict with a customer this month” is clearer than giving 5 stars on the ‘Conflict resolution’ metric.

It is helpful to tailor the review template to a specific department and not use the same one across the entire organisation.

Compare with previous reviews

If the employee has been with you for a while and you have done reviews before, reference them. If there were areas that had been highlighted for change, comment on if the desired action has been undertaken or not. If an issue is recurring, it should not be ignored.

Balance the negative and positive: try the sandwich approach

It is unlikely that an employee has done everything wrong in the period under review. As such, make sure to point out what they have done right as well and where you have noticed improvement. This will motivate and encourage employees.

Let the job description guide you

In writing a one page performance review, look to the employee job description . It highlights exactly what an employee is supposed to do and will be a good measuring stick for how they have performed. Referencing it can also serve as a gentle reminder to employees about their roles.

Be holistic

Even though a one page performance review is carried out periodically, take the bigger picture of an employees’ performance into consideration. Having done extremely well or extremely badly in the last week shouldn’t completely erase the trend you have been noticing with the employee.

Adding that their performance has improved from the last months or that it has slipped from what it has been previously can also be helpful feedback

A one page performance review is a helpful tool in improving productivity and engagement. Managers should remember to do these brief reviews periodically. It is important to keep the process two way, allowing for an interaction between manager and employee. During this conversation, both parties can make a plan for the near future.

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Microsoft Ignite 2023: AI transformation and the technology driving change

Nov 15, 2023 | Frank X. Shaw - Chief Communications Officer, Microsoft

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As we reach the end of 2023, nearly every industry is undergoing a collective transformation – discovering entirely new ways of working due to AI advancements.

Microsoft Ignite is a showcase of the advances being developed to help customers, partners and developers achieve the total value of Microsoft’s technology and reshape the way work is done.

As we round out the year, there are strong signals of AI’s potential to transform work. Take our latest Work Trend Index . Eight months ago, we introduced Copilot for Microsoft 365 to reduce digital debt and increase productivity so people can focus on the work that is uniquely human. What everyone wants to know now is: Will Copilot really change work, and how? Our research, using a combination of surveys and experiments, shows the productivity gains are real:

• 70% of Copilot users said they were more productive and 68% said it improved the quality of their work; 68% say it helped jumpstart the creative process.
• Overall, users were 29% faster at specific tasks (searching, writing and summarizing).
• Users caught up on a missed meeting nearly 4x faster.  
• 64% of users said Copilot helps them spend less time processing email.
• 87% of users said Copilot makes it easier to get started on a first draft.
• 75% of users said Copilot “saves me time by finding whatever I need in my files.”
• 77% of users said once they use Copilot, they don’t want to give it up.

Today, we will make about 100 news announcements that touch on multiple layers of an AI-forward strategy, from adoption to productivity to security. We’ll zoom in on a few key areas of impact below.

Rethinking cloud infrastructure Microsoft has led with groundbreaking advances like partnerships with OpenAI and the integration of ChatGPT capabilities into tools used to search, collaborate, work and learn. As we accelerate further into AI, Microsoft is rethinking cloud infrastructure to ensure optimization across every layer of the hardware and software stack.

At Ignite we are announcing new innovations across our datacenter fleet, including the latest AI optimized silicon from our industry partners and two new Microsoft-designed chips.

• Microsoft Azure Maia, an AI Accelerator chip designed to run cloud-based training and inferencing for AI workloads such as OpenAI models, Bing, GitHub Copilot and ChatGPT.
• Microsoft Azure Cobalt, a cloud-native chip based on Arm architecture optimized for performance, power efficiency and cost-effectiveness for general purpose workloads.
• Additionally, we are announcing the general availability of Azure Boost , a system that makes storage and networking faster by moving those processes off the host servers onto purpose-built hardware and software.

Complementing our custom silicon, we are expanding partnerships with our silicon providers to provide infrastructure options for customers.

• We’ll be adding AMD MI300X accelerated virtual machines (VMs) to Azure. The ND MI300 VMs are designed to accelerate the processing of AI workloads for high range AI model training and generative inferencing, and will feature AMD’s latest GPU, the AMD Instinct MI300X.
• The preview of the new NC H100 v5 Virtual Machine Series built for NVIDIA H100 Tensor Core GPUs, offering greater performance, reliability and efficiency for mid-range AI training and generative AI inferencing. We’re also announcing plans for the ND H200 v5 Virtual Machine Series, an AI-optimized VM featuring the upcoming NVIDIA H200 Tensor Core GPU.

Extending the Microsoft Copilot experience Over the past year we have continued to refine our vision for Microsoft Copilot, a set of tools that help people achieve more using AI. To go beyond individual productivity, we are extending Microsoft Copilot offerings across solutions to transform productivity and business processes for every role and function – from office workers and front-line workers to developers and IT professionals.

Microsoft is the Copilot company, and we believe in the future there will be a Copilot for everyone and for everything you do. Some of our Copilot-related announcements and updates include:

• Microsoft Copilot for Microsoft 365: This month, Copilot for Microsoft 365 became generally available for enterprises. Already customers like Visa, BP, Honda and Pfizer and partners like Accenture, EY, KPMG, Kyndryl and PwC are using Copilot. We continue to bring new value, based on learnings from our Early Access Program and other research channels. The new Microsoft Copilot Dashboard shows customers how Copilot is impacting their organization – with insights like those found in our Work Trend Index. We’re introducing new personalization capabilities that help Copilot offer responses that are tailored to your unique preferences and role. To empower teamwork, new features for Copilot in Outlook help you prep for meetings, and during meetings, new whiteboarding and note-taking experiences for Copilot in Microsoft Teams keep everyone on the same page. And customers who need it can now use Copilot during a meeting without transcription retention. When you give Copilot a seat at the table, it goes beyond being your personal assistant to helping the entire team – check out the Microsoft 365 blog for updates across the suite including PowerPoint, Excel, Microsoft Viva and more.
• Microsoft Copilot Studio: AI transformation begins by tapping into an organization’s unique data and workflows. Microsoft Copilot Studio is a low-code tool designed to customize Microsoft Copilot for Microsoft 365 by integrating business-critical data and build custom copilots for internal or external use. Copilot Studio works with connectors, plugins and GPTs, allowing IT teams to steer Copilot to the best data sources for specific queries.
• Microsoft Copilot for Service: The newest copilot to provide role-based support helps businesses accelerate their AI transformation of customer service. Copilot for Service includes Microsoft Copilot for Microsoft 365 and helps extend existing contact centers with generative AI. In customer interactions, agents can ask Copilot for Service questions in natural language and receive relevant insights based on data sources from knowledge repositories, leading to faster and smarter resolutions.
• Copilot in Microsoft Dynamics 365 Guides: Combining the power of generative AI and mixed reality, this copilot helps frontline workers complete complex tasks and resolve issues faster without disrupting workflow. Available first on HoloLens 2, the hands-free copilot will help service industry professionals use natural language and human gestures to offer interactive guidance through content and holograms overlaid on the equipment.
• Microsoft Copilot for Azure: This is an AI companion for IT that simplifies day-to-day IT administration. More than just a tool, it is a unified chat experience that understands the user’s role and goals, and enhances the ability to design, operate and troubleshoot apps and infrastructure. Copilot for Azure helps IT teams gain new insights into their workloads, unlock untapped Azure functionality and orchestrate tasks across both cloud and edge.
• Bringing Copilot to everyone : Our efforts to simplify the user experience and make Copilot more accessible to everyone starts with Bing, our leading experience for the web. Bing Chat and Bing Chat Enterprise will now simply become Copilot. With these changes, when signed in with a Microsoft Entra ID, customers using Copilot in Bing, Edge and Windows will receive the benefit of commercial data protection. Over time, Microsoft will also expand the eligibility of Copilot with commercial data protection to even more Entra ID (formerly Azure Active Directory) users at no additional cost. Copilot (formerly Bing Chat and Bing Chat Enterprise) will be out of preview and become generally available starting Dec. 1. Learn more here .

Reinforcing the data and AI connection AI is only as good as the data that fuels it. That’s why Microsoft is committed to creating an integrated, simplified experience to connect your data to our AI tools .

Microsoft Fabric is part of that solution. Available now, Microsoft Fabric reshapes how teams work with data by bringing everyone together on a single, AI-powered platform that unifies all those data estates on an enterprise-grade data foundation.

Copilot in Microsoft Fabric also integrates with Microsoft Office and Teams to foster a data culture to scale the power of data value creation throughout the organization. We’ve made more than 100 feature updates since Build and expanded our ecosystem with industry leading partners , and have over 25,000 customers including Milliman, Zeiss, London Stock Exchange and EY using it today.

Unlocking more value for developers with Azure AI We continue to expand choice and flexibility in generative AI models to offer developers the most comprehensive selection. With Model-as-a-Service , a new feature in the model catalog we announced at Microsoft Build, pro developers will be able to easily integrate the latest AI models, such as Llama 2 from Meta and upcoming premium models from Mistral, and Jais from G42, as API endpoints to their applications. They can also customize these models with their own data without needing to worry about setting up and managing the GPU infrastructure, helping eliminate complexity.

With the preview of Azure AI Studio , there is now a unified and trusted platform to help organizations more easily explore, build, test and deploy AI apps – all in one place. With Azure AI Studio, you can build your own copilots, train your own, or ground other foundational and open models with data that you bring.

And Vector Search , a feature of Azure AI Search, is now generally available, so organizations can generate highly accurate experiences for every user in their generative AI applications.

The new GPT-3.5 Turbo model with a 16K token prompt length will be generally available and GPT-4 Turbo will be in public preview in Azure OpenAI Service at the end of November 2023. GPT-4 Turbo will enable customers to extend prompt length and bring even more control and efficiency to their generative AI applications.

GPT-4 Turbo with Vision is coming soon to preview and DALL · E 3 is now available in public preview in Azure OpenAI Service , helping fuel the next generation of enterprise solutions along with GPT-4, so organizations can pursue advanced functionalities with images. And when used with our Azure AI Vision service, GPT-4 Turbo with Vision even understands video for generating text outputs, furthering human creativity.

Enabling the responsible deployment of AI Microsoft leads the industry in the safe and responsible use of AI. The company has set the standard with an industry-leading commitment to defend and indemnify commercial customers from lawsuits for copyright infringement – the Copilot Copyright Commitment (CCC).

Today, Microsoft takes its commitment one step further by announcing the expansion of the CCC to customers using Azure OpenAI Service. The new benefit will be called the Customer Copyright Commitment. As part of this expansion, Microsoft has published new documentation to help Azure OpenAI Service customers implement technical measures to mitigate the risk of infringing content. Customers will need to comply with the documentation to take advantage of the benefit.

And Azure AI Content Safety is now generally available, helping organizations detect and mitigate harmful content and create better online experiences. Customers can use Azure AI Content Safety as a built-in-safety system within Azure OpenAI Service, for open-source models as part of their prompt engineering in Azure Machine Learning, or as a standalone API service.

Introducing new experiences in Windows to empower employees, IT and developers We continue to invest in and build Windows to empower people to navigate the platform shift to AI. We are thrilled to introduce new experiences in Windows 11 and Windows 365 for IT and employees that unlock new ways of working and make more AI accessible across any device. To further our mission of making Windows the home for developers and the best place for AI development, we announced a host of new AI and productivity tools for developers , including Windows AI Studio.

Announcing NVIDIA AI foundry service Aimed at helping enterprises and startups supercharge the development, tuning and deployment of their own custom AI models on Microsoft Azure, NVIDIA will announce their AI foundry service running on Azure. The NVIDIA AI foundry service pulls together three elements – a collection of NVIDIA AI Foundation models, NVIDIA NeMo framework and tools, and NVIDIA DGX Cloud AI supercomputing and services – that give enterprises an end-to-end solution for creating custom generative AI models. Businesses can then deploy their models with NVIDIA AI Enterprise software on Azure to power generative AI applications, including intelligent search, summarization and content generation.

Strengthening defenses in the era of AI The threat landscape has evolved dramatically in recent years, and at Microsoft Ignite we are introducing new technologies across Microsoft’s suite of security solutions to help defenders make the world a safer place.

Microsoft Sentinel and Microsoft Defender XDR (previously Microsoft 365 Defender) will be combined to create the industry’s first Unified Security Operations Platform, with embedded Security Copilot experiences. With built-in generative AI, it’s a single, powerful experience focused on protecting threats at machine speed and aiding defenders by simplifying the complexity of their environment.

Additionally, the expansion of Security Copilot embedded within Intune, Purview and Entra will help IT administrators, compliance units and identity teams simplify complex scenarios. In Entra, identity administrators can quickly troubleshoot identity access. In Purview, data security alerts deliver rich context to help resolve problems faster. In Intune, IT administrators can use “what if” analysis to keep business running while improving governance and compliance.

And that’s just a snapshot of what we’ll be announcing at Ignite. As a reminder, you can view keynote sessions from Satya Nadella, Rajesh Jha and Jared Spataro, Charlie Bell and Vasu Jakkal, and Scott Guthrie live or on-demand.

Plus, you can get more on all these announcements by exploring the Book of News , the official compendium of all today’s news, and the product blogs below.

Watch the keynotes and get all the latest photos, videos and more from Microsoft Ignite

The online event for Microsoft Ignite

With a systems approach to chips, Microsoft aims to tailor everything ‘from silicon to service’ to meet AI demand

Introducing new Copilot experiences to boost productivity and elevate customer experiences across the organization

Simplify IT management with Microsoft Copilot for Azure – save time and get answers fast

Introducing Microsoft Copilot Studio and new features in Copilot for Microsoft 365

Announcing general availability of vector search and semantic ranker in Azure AI Search

GPT-4 Turbo with Vision on Azure OpenAI Service 

How Azure AI Content Safety helps protect users from the classroom to the chatroom

Elevating the developer experience on Windows with new AI tools and productivity tools

Microsoft unveils expansion of AI for security and security for AI at Microsoft Ignite

Tags: AI , Azure AI Content Safety , Azure AI Studio , Microsoft 365 , Microsoft Copilot , Microsoft Fabric , Microsoft Ignite 2023 , Microsoft Security Copilot , Model-as-a-Service

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Disney's box office problems ramp up pressure on CEO Bob Iger and studio chief Alan Bergman

• Disney CEO Bob Iger acknowledged last week that Disney's films since the end of the pandemic haven't met his quality standards.
• Disney hasn't reported positive operating income in its "Content Sales/Licensing and Other" business unit, which includes theatrical, since the quarter that ended April 2, 2022.
• In 2024, Disney will release Marvel's "Deadpool 3," Pixar's "Inside Out 2," and "Mufasa: The Lion King."

In this article

It's rare for Disney Chief Executive Bob Iger to acknowledge his company has had creative missteps. So when he does, it's probably wise to pay attention.

"As I've looked at our overall output, meaning the studio, it's clear that the pandemic created a lot of challenges creatively for everybody, including for us," Iger said last week during Disney's earnings conference call. "I've always felt that quantity can be actually a negative when it comes to quality, and I think that's exactly what happened, we lost some focus."

Iger followed his comments with a new mandate: Disney will be making fewer films. It's a similar strategy to one Iger took when he first became Disney CEO in 2005. At the time, Disney's animation and live-action studio divisions had struggled with a string of failed movies, including including " The Alamo ," and " Home on the Range " and " Pooh's Heffalump Movie ."

Iger's solution then was to cut 650 studio jobs and slash its annual movie production output in half, releasing only about a dozen films each year. He also acquired Pixar , giving Disney an immediate infusion of quality movies and a brand of storytelling that rubbed off on Disney's traditional animation studio.

Iger appears to be re-running the playbook for 2024. After flooding Disney+ with movies and other new content for several years, Iger is strategically cutting back to accelerate free cash flow generation and profitability. Disney eliminated animation jobs in June — the first significant cuts in about a decade — as part of a larger round of job reductions. After releasing four Marvel Cinematic Universe movies in 2021 and three in 2022 and 2023, Disney will have just one in 2024 — "Deadpool 3." There hasn't been a Star Wars movie since 2019's "The Rise of Skywalker."

In 2006, acquiring Pixar quickly improved Disney's film quality and box office results. The animators' blend of technology and storytelling rubbed off on Disney's traditional animation unit, eventually leading to hits including "Frozen" and "Zooptopia." This time, Disney will need to improve organically, putting pressure on Iger and studio head Alan Bergman to show results as activist shareholders Trian Partners and ValueAct threaten to pressure management and the board.

"I feel good about the direction we're headed, but I'm mindful of the fact that our performance from a quality perspective wasn't really up to the standards that we set for ourselves," Iger said last week. "And so working with the talented team at the studio, we're looking to and working to consolidate, meaning make less, focus more on quality. We're all rolling up our sleeves, including myself, to do just that."

Iger noted the Disney animation studio's next release, "Wish," which stars Ariana DeBose and debuts in theaters on Wednesday, could begin a run of sustainable hits for Disney. Early ticket sales suggest "Wish" is tracking at $55 million for the Wednesday to Sunday period including Thanksgiving. That trails previous Thanksgiving openers from Disney movies including "Ralph Breaks the Internet," "Coco," "The Good Dinosaur" and "Tangled" but is higher than the $18.9 million brought in from "Strange World" last year and the $40.6 million from "Encanto" in 2021, according to data from Comscore.

Disney's box office blunders

In 2024, Disney will release Marvel's "Deadpool 3," Pixar's "Inside Out 2," and "Mufasa: The Lion King," the prequel to 2019 remake of "The Lion King." All three have blockbuster pedigree, based on the box office performances of their earlier films. "Deadpool 2" earned $785 million in global box office. "Inside Out" earned $859 million. "The Lion King" took in $1.6 billion in 2019, overtaking Disney's "Frozen" to become the highest-grossing animated film ever – if you consider the computer-generated animals as animation.

Still, there's no denying the studio has struggled in recent years. Other than last year's "Avatar: The Way of Water," acquired as part of Disney's $71 billion deal for the majority of 21st Century Fox , Disney hasn't had a movie gross $1 billion since the last Star Wars movie in 2019. Sony produced and distributed " Spider-Man: No Way Home ," which made $1.9 billion, although Disney's Marvel Studios did serve as a co-producer.

For context, among 2019 releases, Disney had seven of the nine movies that grossed more than $1 billion globally.

1. Avatar: The Way of Water: $2.3 billion (Disney, 2022)

2. Spider-Man: No Way Home: $1.9 billion (Sony, 2021)

3. Top Gun: Maverick: $1.5 billion (Paramount, 2022)

4. Barbie: $1.4 billion (Warner Bros., 2023)

5. The Super Mario Bros. Movie: $1.3 billion (Universal, 2023)

6. Jurassic World: Dominion: $1 billion (Universal, 2022)

Source: The Numbers

While " Elemental " and " Guardians of the Galaxy Vol. 3 " were successful theatrically, Disney's recent track box office record has filled with misses. "Lightyear" and "Strange World" were duds in 2022. This year, " The Haunted Mansion " and " Indiana Jones and the Dial of Destiny " have bombed for Disney. "The Marvels," after the worst opening weekend for a Marvel Cinematic Universe movie, is on its way to being a major disappointment. "The Little Mermaid" and "Ant-Man and the Wasp: Quantumania" failed to meet analyst expectations for ticket sales.

"We're proud of the box office successes we've had over the past couple of years, but there have been certain titles that haven't lived up to our own high expectations," Bergman told CNBC. "We've reduced the quantity of our output and are incredibly focused on the quality of our upcoming slate and it is incumbent upon us to execute as we move forward. I believe we're in a strong position for the future given our world-class brands, filmmakers, talent and creative teams."

Disney houses its studio business in a division it calls "Content Sales/Licensing and Other." This incudes Disney's theatrical business along with home entertainment and selling film and TV content to other third-party TV and subscription streaming services.

In its most recent fiscal fourth quarter , Disney reported an operating income loss in that division of $149 million, which it attributed to "the performance of 'The Haunted Mansion.'" In its fiscal third quarter, Disney claimed a "Content Sales/Licensing and Other" operating loss of $243 million. A quarter before that, Disney lost $50 million, and $98 million in the quarter prior.

The last time Disney reported an operating income gain in "Content Sales/Licensing and Other" was its second fiscal quarter of 2022 — an earnings report delivered in May of that year, when Iger wasn't at the company and Bob Chapek was CEO. In that quarter, Disney reported operating income of $16 million, down 95% from a year earlier.

"At the time the pandemic hit, we were leaning into a huge increase in how much we were making," Iger said. "Returning the studio to basically the level of success that we became used to before the pandemic [is] one of the the building blocks of the company."

Alan Bergman's future

Disney is holding a town hall on Nov. 28 with Iger and his four division heads — Co-Chairs of Disney entertainment Bergman and Dana Walden, Parks and Experiences head Josh D'Amaro, and ESPN boss Jimmy Pitaro. The quartet under Iger are the four most likely people to ultimately succeed him as CEO. Disney has targeted early 2025 as a likely time to name someone as Iger's heir apparent, CNBC reported earlier this year.

With Iger shifting Disney's focus from quantity to quality, the pressure will be on Bergman to ensure Disney pumps out movies worthy of the company's esteemed brand. Bergman has served in senior leadership roles in the studios division since 2001 but isn't a creative executive by background, having started as the unit's chief financial officer. He frequently clashed with Chapek and then-head of Disney's media and entertainment division, Kareem Daniel, over the company's decision to strip budget power from studio executives – a decision Iger reversed earlier this year.

Bergman built a solid track record of hits through his years as the division's president, including "Avengers: Endgame," "Star Wars: The Force Awakens," "Frozen," "Frozen 2" and "Toy Story 4." He will continue to rely on many of the same creative leaders that have produced those hits, including Marvel's Kevin Feige, LucasFilm's Kathleen Kennedy, Walt Disney Animation Studios creative chief Jennifer Lee and Pixar's Pete Docter.

Still, Alan Horn, formerly chairman of Walt Disney Studios, departed in 2020 -- coinciding with Disney's slump.

If Disney's shift away from quantity toward quality doesn't deliver stronger box office numbers, Iger may start facing investor and collaborator pressure to make leadership changes.

That could put Bergman on the hot seat.

–CNBC's Sarah Whitten contributed to this article.

Disclosure: NBCUniversal is the parent company of Universal Pictures and CNBC.

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