How to Measure the Efficiency of Your Team's Report Writing Process

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* 1. Does your team have a system that automatically notifies users when their part of the report writing process is ready for their attention?

Yes

No

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* 2. Can your report contributors add photos and/or content to the report directly from the field via their phone or tablet?

Yes

No

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* 3. Does your company have a way to measure the precise number of hours spent at each phase of your report writing process?

Yes, we use time cards

Yes, we have another way

No, we don't need to measure this

No, but we wish we did have a way to measure this

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* 4. If you have multiple templates in a single service line, is your company able to determine which template is the most efficient and/or profitable?

Yes

No

N/A - we don't have multiple templates for a single service line)

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* 5. How does your team populate data purchased from third parties into your report?

Manually

It auto-populates directly into the report

We don't use third-party data in our reports

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* 6. Does your company have a team member dedicated to ensuring your formatting, branding, and layout are consistent?

Yes - we have a designated person

No - our formatting is applied automatically

No - it's a team effort

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* 7. What percent of your team’s total report editing time (including writing, reviewing, revising, and administrative processes) is spent on formatting, branding, layout, and assembly of the final report deliverable?

1-5%

6-10%

11-15%

Over 15%

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* 8. Who on your team is responsible for assembling the report document?

The report writer

The senior reviewer

An administrative staff member

No one; we use software that automates document assembly

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* 9. Can your current process ensure that your writers use your approved template as opposed to overwriting an old report?

Yes

No

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* 10. Does your company currently have a process for managing and summarizing relevant information across a portfolio of reports?

Yes, we do this manually with separate tracking documents

Yes, we have an integrated management and tracking system

No, we don’t do this but wish we could

No, we are not interested in this

N/A, we do not work on portfolios of reports