Collate and produce a monthly report

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Experience Level: Entry
We are a busy Care company and we need to start reporting on a monthly basis to our directors.

I am in need of someone to go to my team and get all of the information needed to bring together, write and distribute a monthly report for my board members. It needs to be nicely presented using our logos and easy to read and interrogate.

Report topics include:
1. Decisions and inputs required
2. Care Report
Current status update (key successes, Failures and Lessons and Risks)
People (Recognising good work, Issues raised &/or Resolved, Strategic Hires outlook)
Office and management review (support needed, Changes required, Decisions to be made)
New Clients - In depth review of type and needs.
CQC Update (if we were audited tomorrow?)
3. Marketing and Business Development
Marketing Strategy report.
New Business Won
Business Lost
Business source Mix
Social Media
Local advertising
SEO optimisation
4. Financials
Previous month Spend against budget.
YTD and Forecast for rest of year.
Loan repayment Schedule
Targets and Budgets
Other reports
5. Risk Log
Review top 5 risks
Ensure mitigation is updated.
6. AOB

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