Purpose
Before redesigning templates, some firms need an honest picture of reporting overload: duplicate KPIs, orphaned spreadsheets, and meetings scheduled before numbers are ready. The audit produces a prioritised fix list—not a new software purchase.
Deliverables
- Cadence diagram showing every recurring internal report and meeting that consumes it
- Overlap matrix highlighting duplicate metrics and conflicting definitions
- Risk register of reports that arrive after decisions are already made
- Recommended sequence for consolidation (what to merge, retire, or defer)
- Executive summary written for your leadership team, maximum four pages
Typical client
A family-owned business preparing for a second-generation handover, or a regional subsidiary that inherited reporting habits from a parent company overseas. Leaders sense fatigue but lack time to map the full picture themselves.
Engagement length
Two weeks for firms with up to four divisions; three weeks when international parent reporting must align with local packs.
Discuss an audit if your leadership calendar feels crowded but outcomes have not improved.