Producing the monthly scorecard
🎯 Purpose
Instruction for the analyst producing the Distribution monthly scorecard. Due at the monthly ops review on working day 8; data cut is close of business on working day 3.
✅ Operational effectiveness
Publication deadlines are measured against the operational governance calendar. Consistent on-time delivery is reported as part of monthly operational effectiveness tracking.
🔄 Operational publishing flow
flowchart LR
A[Source Extract] --> B[Validation]
B --> C[Reconciliation]
C --> D[Executive Review]
D --> E[Publication]
C -->|Failure| F[Operational Escalation]✅ Steps
Run the extract pack on working day 4: production extract (policy admin system), pipeline and referral extracts (CRM), persistency file (actuarial shared area).
Load extracts into the scorecard workbook. Do not edit extract files by hand — if a source number is wrong, fix it at source and re-extract, or footnote it.
Refresh the workbook and check the reconciliation tab: GWP must tie to the finance flash report within 0.5%. Outside tolerance, stop and resolve with Finance Operations before distributing anything.
Apply RAG statuses per the thresholds in the KPI pack. The thresholds are formula-driven — never hand-colour a cell.
Chase commentary for red/amber measures from the accountable owners (per the RACI in Roles and Responsibilities). Commentary must state cause, action, owner, date.
Publish to the distribution leadership channel by working day 8, 12:00, and archive a copy in the scorecard library with the naming convention SC_YYYY-MM.xlsx.
⚠️ Reporting controls and risks
- Validate all source extracts against prior month totals
- Reconcile finance-linked metrics before publication
- Confirm no missing commentary fields for red/amber measures
✅ Quality checks before publishing
Reconciliation tab green
No measure missing a value (gaps are recorded as "no data", never blank)
Every red/amber has commentary
Version and data-cut date on the cover page