POLL

        The following questions concern your organisation's 
        internal management reports. No record is made of the persons or systems 
        supplying the information. Statistical summaries only are made, and totals 
        will be published on this site from time to time. You are invited to answer 
        for both the current reporting practice, and your preferred (or desired) 
        practice. If you do not tick the Preferred box, then this indicates something is not preferred. 
s
s

    

    ORGANISATION STRATEGY

    check all appropriate
    boxes

    
1. The status of your organisation strategy is:
    
Current

    
Preferred

    

    Not understood

    

    

    

    Understood but not formally written down

    

    

    

    Formulated in writing 

    

    

    

    Translated into annual operational plans/targets/objectives

    

    

    

    Translated into annual financial budgets or targets

    

    

    
Supported by remuneration rewards for achieving budgets or targets
    

    

    

    

s

    

    
s
s
    
  

    

    TIMING OF REPORTS

    check all appropriate
    boxes
  

    
2. Your management reports are:

   
Current

    
Preferred
  

    

    Weekly

    

    

  

    

    Monthly (or 4-weekly)

    

    

  

    

    Quarterly

    

    

  

    

    Annual

    

    

    

    Other (for example, on request)

    

    

  

    

     s
s
    
s
    
  

    

    FINANCIAL CONTENT OF REPORTS

    check all appropriate
    boxes
  

    

     3. Your management reports compare 

    actual financial data for a defined period 

    (eg. a month) with:
Current
   

    
 Preferred
  

    

    Actual data in a previous
    period

    

    

  

    

    Budget data

    

    

  

    

    Target data

    

    

  

    

    Data forecast previously

    

    

  

    
s
    
s
    
s
    
  

    

    TAX FORECASTS

    check all appropriate
    boxes
  

    
4. Your management reports include forecasts of:
   

    
 Current

    
 Preferred
  

    

    Income tax
(a) input manually

     

     

    

    
 
(b) automatically estimated

     

     

    

    
Sales tax / VAT / GST
(a) input manually

     

     

    

    
 
(b) automatically estimated

     

     
  

    

    
Other taxes
(a) input manually

     

     
  

    
 
    
(b) automatically estimated

     

     
  

    
s
    
s
s
    
s
    
  

    

    OPERATIONAL CONTENT OF REPORTS

    check all appropriate
    boxes
  

    
5. Your management reports include non-financial
    
data on:
    

    
 Current

    
 Preferred
  

    

    Customers / clients

     

     
  

    

    Employees

     

    

  

    

    Financier requirements

     

     
  

    

    Government requirements

    

     
  

    

    Research & development

    

     
  

    

    Suppliers

    

    

  

    

    Environmental issues

     

    

  

    
SIZE
    
s
    
s
    
  

    

    6. The size of your organisation is:

    check one box only
  

    

    Small: up to 100 employees

     
  

    

    Medium: 101 to 1,000 employees

    

  

    

    Large: over 1,000 employees

    

  

    

    FINANCIAL LEDGERS
s
    
s
    
  

    

    7. The approximate number of financial ledger 
accounts in your organisation is:

    check one box only 
  

    

    Up to 100 accounts

    

  

    

    101 to 200 accounts

    

  

    

    201 to 400 accounts

    

    

    Over 400 accounts

    

  

    
SOURCE OF INFORMATION
    
s
    
s
    

    

    8. Your position is:

    check one box only 

    

    Orgnisation Director / Manager / Employee

    

    

    Independent Consultant / Accountant / Auditor

    
 
 
 
  

    

        
 
          
 
 
        
 
          
 
            
Name
 
  
            
          
        
 
          
 
            
Country
 
  
            
          
        
 
          
 
            
Email Address
 
  
            
          
Tick as required:
  
            
             Free Advice Question
        
 
          
  
 
  
              Request for periodic newsletter on 
Management Reports
        
 
          
  
 
  
            
             Request for Quotation
        
 
          
 
            
 Ask Free Advice Question or State Comments