Sustainable Business Management Shared Interest Group

  • 1.  Monthly Reporting on Organization Performance

    Posted 02-10-2025 12:28 AM

    A preliminary paper that may interest this Sustainable Business Management SIG is "Monthly Reporting on Organization Performance", recently filed with SSRN. It includes seventeen hypotheses on a monthly financial summary and monthly operational summary that may enable an organisation to track important data promptly, systematically, and objectively, every month.

    Discussion in the paper includes supplementary forecasting, compliance, going concern early warnings, and accidents. The approach facilitates a CEO to keep a watchful eye on financial and operational metrics each month, while planning and implementing strategic changes for an organization. 

    An abstract is available at https://ssrn.com/abstract=4830384

    The full paper can be downloaded without obligations from the site for free. It includes a brief review of contributions on research papers on strategic planning, mentions practical experience at three major accidents, refers to international professional standards, and provides worked examples of monthly reports. Constructive discussion and feedback may contribute to the ongoing evolution of monthly reporting practices.



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    Geoff Williams Retired Member CA ANZ
    GLW Analysis Services Pty Ltd
    Melbourne VIC
    Australia
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  • 2.  RE: Monthly Reporting on Organization Performance

    Posted 02-10-2025 01:03 PM
      |   view attached

    Geoff@Geoff Williams

    All, this is a fantastic expose regarding foundational all-encompassing periodic reporting. I highly recommend, just go to the section that interests you.

    Whole piece in PDF is attached.


    OVERVIEW OF MONTHLY REPORTS
    1. Financial Data.
    2. Operations Data.
    3. Governance.
    4. Security.
    5. Responsibilities.
    6. Forecasting.
    7. Scenarios.
    MONTHLY FINANCIAL SUMMARIES.
    8. Going Concern (Financial)
    9. Taxes.
    MONTHLY OPERATIONS SUMMARIES.
    10. Internal Stakeholders.
    11. Priorities for Stakeholders.
    12. Learning and Growth,
    13. Compliance.
    14. Influential Factors.
    15. Going Concern (Operations).
    16. Value-Added.
    17. Causal Links.

    Thanks @Geoff Williams

    ilya i.



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    Ilya Ilienko, dual MBA, CPA, CMA
    Board Member / Director
    East Coast - United States
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  • 3.  RE: Monthly Reporting on Organization Performance

    Posted 04-22-2025 06:06 AM

    This paper provides foundational information that could serve as a starting point for a deeper dive into this topic.  I am planning on putting into my course website for my students to acces for their final projects on scorecard reporting.



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    Paul Juras
    Vander Wolk Professor, Babson College
    2020-2021 IMA Global Chair
    pjuras@...
    United States
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  • 4.  RE: Monthly Reporting on Organization Performance

    Posted 04-23-2025 06:58 AM
    Thanks to you Paul for your consideration of this matter.
    It would be great to assist further research on this topic.


    A person in a suit and tie Description automatically generated 

    Geoff Williams
    GLW Analysis Services Pty Ltd
    www.glwanalysis.com 



    Sent with Proton Mail secure email.





  • 5.  RE: Monthly Reporting on Organization Performance

    Posted 21 days ago

    @Paul Juras

    @Paul Juras Very timely Paul-->look at this event coming right up!!! by our very own Gary!!! @Gary Cokins

    Paul, are you working on any other academia projects? Professor Juma'h @Ahmad Jumah and I are embarking on a PhD paper on AI (together with Small Bus. SIG/IMA).

    Link:

    ilienko@..." target="_blank" rel="noopener" style="background-color: #E03E2D">IMA Boston Chapter & Performance Management SIG: Strategy Management with a Strategy Map and it Balanced Scorecard

    IMA Boston Chapter & Performance Management SIG:

    Strategy Management with a Strategy Map and it Balanced Scorecard

    Tuesday, May 06, 2025--11:00 AM Eastern Daylight Time--1 hour

    This session will focus on 

    ·      How strategy maps and their companion balanced scorecards communicate strategic objectives with target-setting to help cross-functional employee teams align their behavior to the strategy and better collaborate.

    ·      How to design a strategy map and identify the strategy's required projects or core process improvements which lead to selecting KPIs.

    ·      How to differentiate strategic KPIs from operational performance indicators which cascade downward from the strategic KPIs. 



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    Ilya Ilienko, dual MBA, CPA, CMA
    Board Member / Director
    East Coast - United States
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  • 6.  RE: Monthly Reporting on Organization Performance

    Posted 19 days ago
    Hello,

    How can I register to attend this event? 

    Janina Skura Staniszewski
    Overland Park, KS 











  • 7.  RE: Monthly Reporting on Organization Performance

    Posted 29 days ago

    Quite helpful guidance on the performance reporting, which can be applied in different industry with flexible finetune. Thanks Geoff for sharing it.



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    Stella Ping LU
    Group Finance Controller
    Abu Dhabi, UAE
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  • 8.  RE: Monthly Reporting on Organization Performance

    Posted 28 days ago

    I appreciate the emphasis on data-driven decision-making; this paper offers valuable insights for organizational improvement.
    Thank you, Geoff Williams, for bringing this to our attention.







  • 9.  RE: Monthly Reporting on Organization Performance

    Posted 22 days ago

    I really enjoyed the thoroughness of this document by Geoff.

    Can be tailored to many industries, environments, and sizes of firms. 

    Very knowledgeable and well-prepared. (I downloaded to my library, may come in very handy.)

     @Geoff Williams



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    Ilya Ilienko, dual MBA, CPA, CMA
    Board Member / Director
    East Coast - United States
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  • 10.  RE: Monthly Reporting on Organization Performance

    Posted 2 days ago

    @Ping Lu

    Ping, the Sustainability SIG and the Performance SIG can brainstorm a reporting webinar focused on sustainability or ESG, for example?

    Thoughts?

    We can partner with a chapter, amongst our SIGs we have more than plenty of qualified presenters. I can help.

    Thoughts?

    Think abt it...

    (I know we have a conference coming up, so time is tight, lots going on. But maybe after.)

    ilya i.

    Small Business SIG



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    Ilya Ilienko, dual MBA, CPA, CMA
    Board Member / Director
    East Coast - United States
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