...
When | Who | Do What | With what |
|---|---|---|---|
two weeks before end of quarter. | HQ | check in with all the providers about the readiness of their production cycle for the coming quarter. Review schedule expectations with them. | quarterly calendar of the production cycle, with specific dates |
one week before end of quarter | HQ | remind all in css-leaders that the end of quarter is nearly here and they should be preparing to put their narrative and metrics contributions together | email to css-leaders |
three days after end of quarter | TLs & Mgrs & HQ | run the production process for all the measures. Update their own "five quarters with explanations" wiki pages. Create explanations of year-to-year differences in performance. | individual team "5 qtrs" wiki pages. |
| HQ | run the production process for any measures we're still required to help with. Share the results immediately with the relevant TL or manager. |
|
five days after end of quarter | HQ | transcribe the 5 qtrs results from team wikis into the QR production tool. | QR production tool. |
one week after end of quarter | HQ | circulate the draft version of the metrics section with css-leaders, saying "here's what we plan to go with..." | Word document of the QR template with the measures page imbedded. |
|
| begin work on the narrative part of the quarterly report. |
|
... |
| < ... narrative production and review process ... > |
|
wednesday of the 3rd week after end of quarter |
| Submit the finished CSS QR to Mr Segaloff. |
|
friday of the 3rd week after end of quarter | HQ | Ask Mr Segaloff for the metrics sections from the other Directorates so Rob can update the PFM page. | Public-Facing Measures site. |