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"...This is an excellent program. I'm so glad that I stumbled on to this when researching for task management programs. Very low learning curv, quite flexible, and the price is right. Tried at least 20 other programs, either too complicated, too expensive, or poor documentation..."
Chad Lindsey -
Honolulu, HI

Task Reporting Checklist


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Task Reporting Checklist This Task Reporting Checklist is created for work managers and business executives who would like to create a work reporting framework to be used for clear workflow control and assessment. This checklist can be useful as it helps you in formulating your internal corporate reporting needs in terms of quality, quantity and other matters.

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Task Reporting Checklist:

  • Identifying, discussing, justifying and formulating together with the employees the matters to be reported while doing the task (what and why should be communicated to managers):
    • Time-related matters (controlling timeliness of task performance);
    • Cost-related matters (costs efficiency and budget compliance);
    • Quality-related matters (effectiveness and value of work performance);
    • Scope-related matters (preventing scope creep and wasting resources to unforeseen items);
    • Attitude-related matters (adherence to procedures, commandments and processes);
  • Identifying excellence standards or success criteria on each aspect of performance:
    • Discussing every standard or criteria with the team to obtain their commitment;
    • Explaining these standards and requirements in measurable, quantifiable terms;
    • Establishing clear-cut KPI to fairly monitor performance on regular basis;
  • Identifying what values and matters should be regularly reported:
    • Daily, weekly, monthly (or per any other fixed reoccurring period of time);
    • Once certain milestones are reached (specific rules for every milestone, if necessary);
    • Once certain conditions occur (some situation which is different from usual routine);
    • Once certain troubles arise (some predefined risks to be handled in a special manner);
    • Once the task gets accomplished (providing work summary);
  • Identifying how the management is going to collect the pieces of task information, including:
    • Instruments to be used for collecting information (reporting templates, forms, documents);
    • Procedure used by performers to formalize and provide the prescribed range of information to managers (schedule and rules to compose reports and send them to supervisors for check);
    • Collaborative framework (channels to communicate ongoing or final reports to managers);
  • Identifying how the management is going to process, appraise and systematize the pieces of task information collected from performers, including:
    • Instruments and algorithms to translate the information received on progress into managerial matters of higher levels (associating the received information with success criteria);
    • Expertise procedure or tests to be conducted in order to approve the information reported;
    • System of approvement (when several supervisors should sign-off on the task reporting);
    • Updating the general progress picture and schedule in regard to master objectives;
    • Mechanism of archiving the reports to be revealed once required to backtrace something;
  • Identifying how the final task report will be composed and used in terms of:
    • Evaluating immediate business success, impact and short-term outcomes;
    • Evaluating long-term outcomes and ...

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