Workflow Templates: Performance Measurement Checklist

Analyze revenue growth trends over the last fiscal year

Evaluate net profit margin and compare it with industry benchmarks

Assess the return on equity (ROE) and return on assets (ROA)

Review the cost-to-income ratio for operational efficiency

Examine the liquidity ratios, such as current and quick ratios

Conduct regular customer satisfaction surveys

Analyze customer retention and churn rates

Monitor the Net Promoter Score (NPS)

Evaluate the average response time to customer inquiries

Review feedback from customer service interactions

Measure the cycle time for key business processes

Evaluate the accuracy and timeliness of financial reporting

Analyze the employee productivity metrics

Review the effectiveness of risk management procedures

Assess the performance of technology and infrastructure

Ensure adherence to all relevant financial regulations

Audit the effectiveness of compliance training programs

Monitor the frequency and outcomes of regulatory audits

Evaluate the implementation of anti-money laundering (AML) measures

Review the process for reporting suspicious activities

Performance Measurement Checklist