Before the meeting
See which KPIs hold their limit, which goals are below their target path and what is overdue, without chasing every owner for status.
Management review
Walk into management review with a current picture
Stop collecting figures and status from people, spreadsheets and old presentations in the days before the meeting. In Kalends your KPIs, the goals they measure and recurring responsibility live in one place, with the history behind every figure.
From requirement to execution
- What
- Management review
- Why
- A standing responsibility
- Who
- Owner and stand-in
- Proof
- Confirmation and history
The meeting is only as good as its evidence
When the overview is assembled by hand, management's picture quickly becomes stale. The figures come from a spreadsheet and the status from email, and it is difficult to separate one delay from a recurring pattern and even harder to open the proof behind a reported figure.
During the review
Go through the KPI board and the year wheel, and open the goals, commitments and history behind what needs discussion.
After the decision
Turn agreed actions into goals, projects or recurring commitments with an owner and follow-up for the next meeting.
What you gain
From status collection to a shared management view
Management works in the same system as the rest of the organisation, at the level the meeting requires.
1
Your KPIs on one board
Gather the KPIs management follows on a KPI board, each read against its goal or limit. Kalends' own on-time rate can sit beside them as one of them.
2
The year's KPIs in the period review
The period review shows the year's KPIs from start to end, the goals that read them and the directives' measures quarter by quarter as Holds or Does not hold. It prints and downloads as Excel and PowerPoint.
3
Keep the proof behind the conclusion
A KPI shows its values and the goals and directives that use it. Kalends' own numbers open into the commitments and history behind the figure.
How to get started
Build the meeting view from recurring work
Kalends is most useful when it is used all year, not filled in once a year before the meeting.
- 1
Choose the KPIs management follows
Add your KPIs with a data owner and a reporting rhythm, and gather them on a board for the management team.
- 2
Follow the outcome in everyday work
Data owners report the values and owners confirm execution as work happens. Reminders and history build up along the way.
- 3
Present the same current data
Use the KPI board, the year wheel and the period review in the meeting and move directly to detail when a question arises.
Common questions about management review
Can Kalends show evidence across several departments?
Yes. Filter and compare relevant operational areas or present the organisation's shared picture.
How do the figures get into Kalends?
The data owner types the value when the reporting reminds them, pastes it from Excel or uploads an Excel or CSV file. A KPI can also be calculated from other KPIs, and AI can read the values from a report with the organisation's own AI key.
Can we take the period review to the meeting?
Yes. The period review shows the year's KPIs, the goals that read them and the directives' measures quarter by quarter. It prints and downloads as Excel and as a PowerPoint deck, with a chart per KPI that can be restyled in the presentation.
Can we move from a KPI to the details?
Yes. A KPI shows its values, who reports them and the goals and directives that use it. Kalends' own numbers, such as the on-time rate, open into the commitments and history behind the figure.
Must everything be mapped before we start?
No. Begin with one area, the KPIs management follows or the commitments most important to the next review, and build from there.
More about Kalends
Start with the evidence for your next review
Choose the KPIs management follows and the most important recurring commitments, and see how the picture changes when outcomes become visible.