APPENDIX B Month-End Reporting Checklist
There are a wide range of steps that can be taken for tackling month-end processing. Set out next is a checklist for you to see if you are utilizing all of them.
| Checklist of Implementation Steps | ||
| All management made aware of the problem. |  Yes | No |
| Buy-in obtained. | Yes | No |
| Multifunctional project team set up (reporting, marketing, operations, IT, production planning). | Yes | No |
| Quick month-end reporting team (QMERT) empowered to make decisions. | Yes | No |
| Focus on continuous improvement and teamwork. | Yes | No |
| Mandate from senior management team that all service operations are ... |
