Management Reporting Essentials

By Tim Duhamel

Learn how to analyze the budget against actual results to support decision making throughout the year. Improve services through good management and avoid unnecessary deficits.

Register Today!

Course Content

Management Reporting Essentials – Municipalities are a complex business requiring prudent management and timely and quality data for decision-making
Management Reporting Best Practices
Key Performance Indicators – Identifying key performance indicators and measuring performance can significantly increase efficiency and effectiveness
Management Report Examples
Report Process and Use
Reporting Style for Different Audiences – Municipalities have numerous report audiences

Course Content
1. Management Reporting Essentials – Municipalities are a complex business requiring prudent management and timely and quality data for decision-making
2. Management Reporting Best Practices
3. Key Performance Indicators – Identifying key performance indicators and measuring performance can significantly increase efficiency and effectiveness
4. Management Report Examples
5. Report Process and Use
6. Reporting Style for Different Audiences – Municipalities have numerous report audiences

Course Info

Price:$199.00

PD Credits: 1.5

Category: Technical

Updated: March 1, 2023

Duration: 1:27:54

Course Synopsis

Management Reporting Essentials

About the Author

Tim Duhamel is the founder and President of Bloom Centre of

About the Author

Tim Duhamel is the founder and President of Bloom Centre of Municipal Education.

He is a municipal veteran whose career has spanned over 21 years.

His passion is creating educational material and conducting lectures for municipal professionals. He has lectured as far away as Kiev, Ukraine for the Federation of Canadian Municipalities.

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Course Description

Municipalities are a complex business requiring prudent management. This requires timely and quality data for decision-making. Learn how financial data can significantly improve the management of a municipality.

Learning Outcomes

Learn how financial data can significantly improve the management of a municipality
Learn about management reporting best practices and how to utilize them to support decision making and strategic planning
Learn how to develop key performance indicators and incorporate them into your management reporting process

Who Should Attend?

Any municipal financial professionals and senior executives from small, medium, or large municipalities.

Elected officials, CAO’s, planners, and finance officers will benefit from having a fundamental understanding and core knowledge of all financial processes.

Who Should Attend?

Register Today!

In Alberta (GFOA)

BLOOM can customize courses for your needs.

Some topics include:

Financial Planning & Management
- Municipal risk and opportunity reviews
- Financial condition assessments
- Budget process reviews and development
- Priority based budgeting
- Program and service costing
- Operating budget forecasting and financial solution development
- Asset management
- Capital budget development and prioritization
- Capital plan development and prioritization
- Capital plan funding strategies (debt, grants, reserves, operating budget)
- Long term financial plan development
- Municipal price inflation (MPI) development
- User fee and permit reviews
- Development levy plans
- Grant research and application support

Strategic Business Planning
- Strategic plan facilitation and development
- Business plan facilitation and development
- Situational consulting and strategy development
- Facility project plans and feasibility studies

Education & Mentorship
- CAO mentorship and education
- Finance officer mentorship and education
- Council orientation and education
- Environmental education
- Communication and writing mentorship

Project & Change Management
- Project plans
- Change management plans and facilitation
- Services reviews

Advocacy
- Representation and negotiations
- Intermunicipal agreement reviews, frameworks and facilitation
- Intermunicipal negotiations

Communications
- Communication plans and strategies
- Facility sponsorship packages
- Narrative process development (budgets, strategic plans, business plans)
- Business plan writing
- Budget communication support
- Media releases
- Media strategy
- Newsletter development
- Public survey development
- Business case development

Environment
- Environmental education
- Environmental communication plans and strategies
- Climate change adaptation plan development
- Environmental strategic planning
- Environmental grant research and support

Questions? Get in touch…

Management Reporting Essentials

Learn how to analyze the budget against actual results to support decision making throughout the year. Improve services through good management and avoid unnecessary deficits.

Register Today!

Course Content

Course Info

Price:$199.00

PD Credits: 1.5

Category: Technical

Updated: March 1, 2023

Duration: 1:27:54

Course Synopsis

About the Author

Tim Duhamel is the founder and President of Bloom Centre of

Municipal Education.

He is a municipal veteran whose career has spanned over 21 years.

His passion is creating educational material and conducting lectures for municipal professionals. He has lectured as far away as Kiev, Ukraine for the Federation of Canadian Municipalities.

About the Author

Tim Duhamel is the founder and President of Bloom Centre of Municipal Education.

He is a municipal veteran whose career has spanned over 21 years.

His passion is creating educational material and conducting lectures for municipal professionals. He has lectured as far away as Kiev, Ukraine for the Federation of Canadian Municipalities.

Course Description

Municipalities are a complex business requiring prudent management. This requires timely and quality data for decision-making. Learn how financial data can significantly improve the management of a municipality.

Learn about management reporting best practices, how to develop a management reporting process, and how to analyze the budget against actual results to support decision making throughout the year, improving services through good management and avoiding unnecessary deficits.

Learning Outcomes

Learn how financial data can significantly improve the management of a municipality

Learn about management reporting best practices and how to utilize them to support decision making and strategic planning

Learn how to develop key performance indicators and incorporate them into your management reporting process

A review of high quality management reports will be covered in this webinar with recommendations on what report aspects should be implemented

Learn how to develop a management reporting process and utilize that process for improved management and decision making

Learn how to analyze your audience and choose the report style appropriate for the reader

Who Should Attend?

Any municipal financial professionals and senior executives from small, medium, or large municipalities.

Elected officials, CAO’s, planners, and finance officers will benefit from having a fundamental understanding and core knowledge of all financial processes.

Register Today!

BLOOM can customize courses for your needs.

Some topics include:

Questions? Get in touch…