|REPORTS REVIEW GUIDE||DATE||FILE NUMBER|
|TITLE OF REPORT|
|Note to reviewing Officers--- |
checked, use separate sheet
|Check appropriate column. |
for recording changes or
|If "Questionable" is |
PART I: To be completed by
the using office.
|1. THE REPORT AS A WHOLE |
Who uses it?
How is it used?
What is it purpose?
Should it be continued?
|2. USE OF EACH ITEM |
Is every item used?
Are there any items missing?
|3. USE OF EACH COPY |
Are all distributed copies used to good purpose?
|4. USE OF NEGATIVE REPORTS |
Are negative reports required?
What use is made of them?
|5. FREQUENCY |
Is frequency adequate?
Is a lower or diminishing frequency feasible?
|6. VALUE VERSUS COST. |
Is the value of the report worth its cost?
|7. EFFECTIVENESS. |
How effective a management tool has this been?
|8. CONTENT |
Do the contents develop trends by properly mixing historical, current, and projected conditions?
|1. ADEQUACY AND SUITABILITY |
Are scope and content of the report tailored to need?
|2. COMPARISONS |
Are comparisons provided against goals, standards of past performance, or some other known factor?
|3. REPORTING UNITS |
Are units proper for meaningful interpretation?
|4. SIGNATURE AUTHENTICATION. |
Are signatures of verifying and approving officials included when necessary?
|5. ACCURACY |
Is source data accurate? What is its record of dependability?
|1. INTEGRATED REPORTING |
Are data needs of other levels and offices tied in?
|2. EXCEPTION REPORTING |
Would it be appropriate to report conditions only when other than normal?
|3. SAMPLING |
Would sampling of a few offices provide representative and reliable data?
|4. STANDARDIZATION |
If forms are used, do all offices use the same form? If narrative is used, is there a standard of acceptability?
4. EASE OF USE
|1. STYLE OF PRESENTATION |
Does the style of presentation provide clarity and finding ease? Is it condensed? Are graphics used well?
|2. SUMMARY INFORMATION |
Would just a summary be better?
|PART II: To be completed by the preparing office.|
Has a procedure been written for the preparation of the report?
|2. REVIEW |
Are the report and the preparation procedures regularly reviewed?
|1. ANOTHER AVAILABLE RESOURCE |
Is the data in some other report? Is the data more accessible from another office?
|2. COMBINATION |
Could this report be combined with another report?
|3. BY-PRODUCT |
Is it possible to get the report as a by-product of some other process (i.e. multicopy form set)?
|4. DISTRIBUTION |
Are all copies distributed essential?
|1. ADEQUATE TIME |
Do due dates give enough time for preparation and review?
|2. OFFICE WORKLOAD |
Has preparing office workload been considered? Could end-of-month or end-of-year reports be avoided?
|3. REPORTING PERIODS |
Are there periodic conflicts among respondents or between feeder and summary reports?
|4. SUBMISSION |
Has complete and/or timely submission of this report been a problem?
|1. PRESENTATION |
Does the type of presentation--narrative, graphic, or tabular--best portray information?
|2. STRIP REPORTING |
Is it possible to match feeder reports from several sources and compile by stripping?
|3. ARRANGEMENTS AND SIZE |
Are items grouped and sequenced to work flow? Is spacing adequate for responses?
|4. LAYOUT |
Does the layout lead the reader to prompt and accurate conclusions?
|5. ARRANGEMENT OF RECORDS |
Should records be arranged differently to simplify reporting?
|1. FEEDER REPORTS |
Are procedures for feeder reports provided to ensure uniformity and simplicity?
|2. DIRECT USE OF RECORDS |
Could actual records or copies be sent instead of the prepared report?
|3. CUMULATIVE DATA |
Can fiscal or statistical data be kept on a cumulative basis in order to eliminate last-minute workloads?