Maintain operational performance reporting

Operational reporting proves the business performs consistently — and keeps doing so without you watching. Maintaining performance reports gives a buyer confidence and gives a new owner the dashboard to run by.

Do this

  1. Keep regular reports on your key operational metrics.
  2. Make reporting automatic and routine, not ad hoc.
  3. Review them on a set cadence with your team.
  4. Ensure the reports continue without your involvement.

Operational Reporting Checklist

  • Defined set of operational KPIs
  • Regular, routine reporting (not ad hoc)
  • Reviewed on a set cadence with the team
  • Generated without the owner
  • Clear enough for a new owner to act on

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