Plan ahead for good reporting

Now and then a client will ask for help reporting on some metrics from their historical data.

Problem is, it can be difficult to get that data because it was not well tracked at the time.

For example, say you need to report accurate numbers on the question, "In each of our training events in the past 2 years, how many attendees were school district employees at the time?"

It's not a bad question, if you have a goal to get school district employees into your trainings.

But it's almost impossible to determine retroactively.

Here's the thing:

If your strategic plan calls for hitting certain metrics in the next year, or 3 years, now is the time to think about how you will report on those numbers.

With a little forethought, you can be well placed for good reporting.

Without it, you might just never know.

All the best,
A.