Monthly ops review pack structure
🎯 Purpose
Defines the fixed structure of the monthly operations review pack so every area reports the same way and the meeting compares months, not formats.
📚 Pack sections (fixed order)
📊 Headline performance view Single-page executive summary containing consolidated RAG status, top Watch risks, and overdue actions requiring leadership attention.
📈 Distribution performance review Distribution scorecard extract with commentary aligned to the approved KPI framework and operational performance definitions.
🧾 Middle-office operations review Underwriting referral service, policy administration SLA adherence, and queue management performance.
⚙️ Back-office operational review Claims servicing measures, premium reconciliation position, and ageing of unallocated items.
🛡️ Control environment assessment Control self-assessment outcomes, identified control failures, and remediation tracking.
⚠️ Risk register update Material movements across the operational risk register and active Watch items requiring governance attention.
🚀 Improvement portfolio review Improvement initiative delivery status, charter adherence, and continuous-improvement throughput.
✅ Decisions and action log Section reserved for governance actions, decisions, and named accountabilities captured during the review meeting.
🧾 Reporting rules
⚠️ Reporting standard
Operational commentary must follow the agreed exception structure: cause, action, owner, and target date. Green measures should not include narrative unless escalation is required.
- Numbers come from the KPI dictionary definitions; a number whose definition is disputed is removed from the pack until the dictionary resolves it.
- The pack is distributed 24 hours before the review; the meeting is for decisions, not for reading.