EXECUTIVE REPORTING PACK – CEO SCORECARD & LEADERSHIP DASHBOARD by Kaylee - JaneEXECUTIVE REPORTING PACK – CEO SCORECARD & LEADERSHIP DASHBOARD by Kaylee - Jane
EXECUTIVE REPORTING PACK – CEO SCORECARD & LEADERSHIP DASHBOARDKaylee - Jane
You are making decisions with gut feel, Slack threads, and a spreadsheet someone updates "when they have time".
I build a leadership reporting system that gives you real visibility in under 15 minutes per week. One scorecard. One meeting cadence. Clear owners for every number.
No new software required. We use what you have. I fix the reporting breakdown, the accountability behind the numbers, and the governance around decisions – not the dashboard tool.
Typically delivered in 3 weeks, following an Operational Audit. Can be done standalone if you already know your bottlenecks.
Who this is for
• CEOs who say "I have no visibility into what the team is actually doing"
• Leadership teams preparing for board / investor reporting
• COOs / Founders tired of chasing updates
• Teams where reporting is manual, late, or untrusted
What's included
KPI Architecture 5–13 company-level measurables tied to your actual business objectives. Leading indicators, not vanity metrics. Each KPI gets a clear owner, target, and red/yellow/green threshold
CEO Scorecard Build One-page weekly scorecard – in Google Sheets, Excel, or your existing BI tool. No new software forced on you
Reporting Cadence Design Weekly Leadership Meeting agenda – based on Level 10 / EOS cadence: Scorecard review, Rocks review, Issues list, To-dos with accountability Includes meeting facilitator guide so it runs without me
Accountability Layer Every number has a name attached. Missed targets trigger a defined escalation, not a Slack chase. RACI for reporting ownership
Handover & Training 60-minute team training on the cadence.
30-day check-in call included Deliverables
• CEO Weekly Scorecard – built and populated with 4 weeks of baseline data where available
• KPI definitions document – owner, formula, target, frequency for each metric • Leadership Meeting agenda + facilitator guide
• Executive Reporting Pack template – PowerPoint / Google Slides
• Accountability matrix for reporting – who reports what, when
• Loom walkthrough for your team Timeline 10–14 business days
Week 1: KPI workshop + data mapping Week 2: Scorecard build + cadence training + handover Investment
Includes build, training, and 30-day check-in Monthly refresh / Fractional COO reporting retainer available at $950–$2,200/mo after handover – optional
This is NOT
• A Power BI / Tableau implementation project
• Financial modeling or bookkeeping
• An automation build, I fix the reporting structure and accountability behind the numbers.
EXECUTIVE REPORTING PACK – CEO SCORECARD & LEADERSHIP DASHBOARDKaylee - Jane
Starting at$2,400
Duration3 weeks
Tags
CEO
Founder
Reporting
Decision stall
scorecard
You are making decisions with gut feel, Slack threads, and a spreadsheet someone updates "when they have time".
I build a leadership reporting system that gives you real visibility in under 15 minutes per week. One scorecard. One meeting cadence. Clear owners for every number.
No new software required. We use what you have. I fix the reporting breakdown, the accountability behind the numbers, and the governance around decisions – not the dashboard tool.
Typically delivered in 3 weeks, following an Operational Audit. Can be done standalone if you already know your bottlenecks.
Who this is for
• CEOs who say "I have no visibility into what the team is actually doing"
• Leadership teams preparing for board / investor reporting
• COOs / Founders tired of chasing updates
• Teams where reporting is manual, late, or untrusted
What's included
KPI Architecture 5–13 company-level measurables tied to your actual business objectives. Leading indicators, not vanity metrics. Each KPI gets a clear owner, target, and red/yellow/green threshold
CEO Scorecard Build One-page weekly scorecard – in Google Sheets, Excel, or your existing BI tool. No new software forced on you
Reporting Cadence Design Weekly Leadership Meeting agenda – based on Level 10 / EOS cadence: Scorecard review, Rocks review, Issues list, To-dos with accountability Includes meeting facilitator guide so it runs without me
Accountability Layer Every number has a name attached. Missed targets trigger a defined escalation, not a Slack chase. RACI for reporting ownership
Handover & Training 60-minute team training on the cadence.
30-day check-in call included Deliverables
• CEO Weekly Scorecard – built and populated with 4 weeks of baseline data where available
• KPI definitions document – owner, formula, target, frequency for each metric • Leadership Meeting agenda + facilitator guide
• Executive Reporting Pack template – PowerPoint / Google Slides
• Accountability matrix for reporting – who reports what, when
• Loom walkthrough for your team Timeline 10–14 business days
Week 1: KPI workshop + data mapping Week 2: Scorecard build + cadence training + handover Investment
Includes build, training, and 30-day check-in Monthly refresh / Fractional COO reporting retainer available at $950–$2,200/mo after handover – optional
This is NOT
• A Power BI / Tableau implementation project
• Financial modeling or bookkeeping
• An automation build, I fix the reporting structure and accountability behind the numbers.