Data & Reporting

• Teams assembling the same monthly report by hand
• School administrators tracking enrolment and attendance
• Managers who receive numbers and cannot check them
• Small businesses running on one shared spreadsheet

1. 20 minTake a real report apart: what decision is it supposed to inform?
2. 30 minClean the source data — dates, duplicates and blanks.
3. 40 minBuild a summary table and one chart that answers the question.
4. 25 minAdd a simple dashboard page the team can refresh monthly.
5. 15 minDocument the refresh steps so it survives staff changes.

• Each team builds one working summary table from their own data.
• Every participant can refresh the report without rebuilding it.
• The group agrees one chart per question, not one chart per page.

6 to 18 participants. Computer room or boardroom with laptops; client data must be available in advance.

Workbook templates, a cleaning checklist and a one-page refresh guide. Client provides sample data and laptops.

Beginner to intermediate. Comfort with basic formulas is helpful.

Indicative. Final quotation depends on group size, location and dates.

In practice: a 12-person operations team was spending two days a month assembling a report from four spreadsheets. We rebuilt it around one cleaned source table in a single session. The next month it took forty minutes, and one analyst could explain every figure in it without checking her email trail.

• · Dashboard template pack
• · Data cleaning service
• · Manager reporting clinic