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 delayed extract delivery from upstream systems manual intervention in intermediary onboarding records version control conflicts during executive review apply the approved naming convention archive prior month outputs in the reporting library ensure all executive commentary is final before release ✅ 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