Achieving effective board performance
+44 (0) 20 7764 0721

Improving Board Reporting and Management Information January 2015

The quality and promptness of Board reporting is easily the most frequently criticised area in Board Evaluations, Directors feel that there must be a better way to identify the key issues they need to be appraised of - there is.

This 2 Hour workshop style event is designed for Executive and Non-Executive Directors in financial services firms who want to improve the quality of the information they receive and meet the standards expected by regulators. Practical tips and examples will be provided that enable you to recognise common problem areas and communicate what needs to change in your own Board pack.

The reporting can only be as good as the Management Information (MI) allows although, with some analysis, that information can convey a great deal more about past trends, future expectations and potential deviations from strategic plans. You will explore critical steps to ensure the information the Board receives is robust and ways in which the presentation can be enhanced including the use of KPI’s


  • Understand the challenges that hamper the provision of clear information in the Board pack
  • Explore the root causes and ways to overcome the barriers to improvement
  • Consider some of the criticisms that regulators make and what they looking for
  • Gain some practical suggestions for improving the timing of delivery of Board packs
  • Examine the use of templates and the advantages and disadvantages they pose
  • Know what steps to take to satisfy yourself about the robustness of the MI you rely upon
  • Explore ways to set KPI’s at the right level for the Board, with examples

The event will be led by Charlie Galloway, a senior consultant, who works with firms to organise the structure and framework for Board reporting and put in place measures that ensure the Board has the information it needs, in a digestible form, to oversee the business effectively.  

The event will be held on the 12th March 2015 from 10.00am to 12.00 midday. 

If you feel the Board would benefit from an in house briefing on this topic please contact or call 020 7764 0721 to arrange this at your convenience.  

We hope you will find this of interest.

Judy Delaforce
Managing Director
BP&E Global Ltd - because Board performance matters+44 (0) 20 7764 0721.

Winners of the Leadership Development Firm of 2014 in the Business Excellence Awards

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