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Management Report Discussion Tips


"How do you respond in group meetings when every 'expert' wants to debate the numbers and report format, without focusing on the truth that is communicated in the report?"

This question was asked at a recent webinar, now available on-demand:

"World Class Management Reporting"

Please add your thoughts about it below. Thanks!


Randall Bolten
Title: CEO
Company: Lucidity
LinkedIn Profile
(CEO, Lucidity) |

This is a meeting management issue. If the only purpose of the meeting is to review and discuss the contents of the reporting package, the agenda should make that clear – if necessary, explicitly state that there will NOT be discussion of whether the numbers are correct (unless, of course, the errors materially affect how the results should be understood) or how the reports should be designed. Errors in the numbers should be investigated separately – not in a big meeting – and you may want to hold separate, less frequent meetings about suggestions for changing how the numbers are presented.

If you’re finding it hard to control how the meetings play out, this may be an area where it’s useful to get the support of your managers.

Topic Expert
Christie Jahn
Title: CFO
Company: Prime Investments & Development
(CFO, Prime Investments & Development) |

I couldn't agree more with Randall. I have had that happen to me in a large meeting. I would let the person know that the two of you can take the conversation offline and continue with the goal of the meeting for time sake. Just be firm that you are not there to discuss the format or the accuracy at this time.


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