---
title: "[OR] [P3] [S4] [SA] [3-1] Conduct Reporting & Action Planning: Develop a Self-Assessment Report"
description: "[OR] [P3-S4] [3-1] Conduct Reporting & Action Planning: Develop a Self-Assessment Report"
image: https://blog.bcm-institute.org/hubfs/ORPM%20Morepost/ORPM%20P3-S4/ORPM_S4_Develop%20a%20Self-Assessment%20Report.png
---
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##### Operational Resilience Planning Methodology \[P3\] Sustain Phase \[S4\] Provide Self-Assessment
# \[OR\] \[P3\] \[S4\] \[SA\] \[3-1\] Conduct Reporting & Action Planning: Develop a Self-Assessment Report
[](https://cta-redirect.hubspot.com/cta/redirect/3893111/17c11379-32e9-40fe-aea8-b062aff5f24c)The self-assessment report is a comprehensive document that summarises the findings of your assessment and outlines recommendations for improvement.
This report will serve as a valuable resource to inform decision-making and guide future actions.
Key considerations for developing the report include clarity and conciseness; a focus on key findings and recommendations; supporting findings with data and evidence; prioritising action plans; and including a comprehensive executive summary.
The report should be well-structured and easy to understand, with clear sections that address each aspect of the self-assessment process.
By developing a high-quality self-assessment report, you can effectively communicate the results of your evaluation to stakeholders, gain their support for recommended actions, and demonstrate your commitment to continuous improvement in operational resilience.
This is the introductory blog \[OR-P3-S4\] to Stage 4 of the "SUSTAIN" phase of the OR Planning Methodology.
It is a pre-reading for participants attending the Operational Resilience Expert Implementer course.
[Moh Heng Goh](https://blog.bcm-institute.org/operational-resilience/author/moh-heng-goh) Sep 17, 2024
###### Operational Resilience Certified Planner-Specialist-Expert
#### [](https://cta-redirect.hubspot.com/cta/redirect/3893111/17c11379-32e9-40fe-aea8-b062aff5f24c)[](https://cta-redirect.hubspot.com/cta/redirect/3893111/02aa5bbf-4770-457a-abc2-ea8ae897fb1f)[](https://cta-redirect.hubspot.com/cta/redirect/3893111/3627c18f-0db3-470b-930d-bfa2b4c47020)
### \[3-1\] Developing the Self-Assessment Report
The self-assessment report is a comprehensive document that summarises the findings of your assessment and outlines recommendations for improvement. This report will serve as a valuable resource to inform decision-making and guide future actions.
[![ORPM \[S4\] Develop a Self- Assessment Report](https://no-cache.hubspot.com/cta/default/3893111/e2c49447-3578-46ad-a344-28b64c11b220.png)](https://cta-redirect.hubspot.com/cta/redirect/3893111/e2c49447-3578-46ad-a344-28b64c11b220)Key considerations for developing the report include clarity and conciseness; a focus on key findings and recommendations; supporting findings with data and evidence; prioritising action plans; and including a comprehensive executive summary.
The report should be well-structured and easy to understand, with transparent sections addressing each aspect of the self-assessment process.
By developing a high-quality self-assessment report, you can effectively communicate the results of your evaluation to stakeholders, gain their support for recommended actions, and demonstrate your commitment to continuous improvement in operational resilience.
#### **Purpose**
The self-assessment report is a comprehensive document that summarises the findings of your assessment and outlines recommendations for improvement.
This report will serve as a valuable resource to inform decision-making and guide future actions.
#### **Key Considerations**
- **Clarity and Conciseness:** The report should be well-structured, easy to understand, and concise.
- **Key Findings:** Clearly articulate the key findings from the assessment, including strengths, weaknesses, and areas for improvement.
- **Data-Driven Approach:** Support your findings with relevant data and evidence.
- **Recommendations:** Provide specific recommendations to address identified weaknesses and capitalise on opportunities.
- **Action Plans:** Develop detailed action plans to implement the recommended improvements, including timelines, responsibilities, and resource requirements.
- **Executive Summary:** Prepare a concise summary highlighting the key findings and recommendations.
#### **Report Sections**
1. **Introduction:**
- Purpose of the self-assessment
- Scope and objectives of the assessment
- Methodology used
2. **Findings**
- Summarise the key findings from data analysis, interviews, and surveys
- Present findings clearly and concisely, supported by evidence
3. **Recommendations**
- Outline specific recommendations for improvement based on the findings
- Prioritise recommendations based on their potential impact and feasibility
4. **Action Plans**
- Develop detailed action plans for implementing recommended improvements
- Specify timelines, responsibilities, and resource requirements
5. **Conclusion**
- Summarise the key takeaways from the self-assessment
- Reiterate the importance of continuous improvement
- Emphasise the commitment to implementing the recommendations
#### **Distribution**
- Distribute the report to relevant stakeholders, including senior management, department heads, and key decision-makers.
- Ensure the report is accessible to all stakeholders who need to be informed of the findings and recommendations.
By developing a comprehensive and well-structured self-assessment report, you can effectively communicate the results of your evaluation and guide future actions to enhance your organisation's operational resilience.
| **\[ORPM\] Operational Resilience Planning Methodology** | | |
| --- | --- | --- |
| **\[P3\] Sustain Phase \[S4\] Perform Assessment** | | |
| **3-1** | **3-2** | **3-3** |
| [![ORPM \[S4\] Develop a Self- Assessment Report](https://no-cache.hubspot.com/cta/default/3893111/e2c49447-3578-46ad-a344-28b64c11b220.png)](https://cta-redirect.hubspot.com/cta/redirect/3893111/e2c49447-3578-46ad-a344-28b64c11b220) | [![ORPM \[S4\] Present Report to Management](https://no-cache.hubspot.com/cta/default/3893111/a82e8a4d-7e28-4085-9087-9ba9f61d1e36.png)](https://cta-redirect.hubspot.com/cta/redirect/3893111/a82e8a4d-7e28-4085-9087-9ba9f61d1e36) | [![ORPM \[S4\] Develop an Action Plan](https://no-cache.hubspot.com/cta/default/3893111/627a29c5-4065-4b1d-ac10-33785e33f297.png)](https://cta-redirect.hubspot.com/cta/redirect/3893111/627a29c5-4065-4b1d-ac10-33785e33f297) |
#### Additional Explanatory Note
| | **Definition** | **Explanation** | **Definition** | |
| --- | --- | --- | --- | --- |
| | **Self-Assessment** | **is to capture and document the steps taken towards operational resilience.** **is to provide a comprehensive and objective evaluation of the organisation's strategy and ability to respond to disruptions.** | [](https://cta-redirect.hubspot.com/cta/redirect/3893111/2176d9f1-f7d6-486b-b71e-87a09943a555) | |
| | **Self-Assessment Document** | **is to demonstrate the organisation’s resilience journey and how they have achieved compliance with the regulations.** | [](https://cta-redirect.hubspot.com/cta/redirect/3893111/75d57436-1373-4542-8563-948d72ad619e) | |
| | **Important Business Service** | **is a service provided by an organisation, or by another person on behalf of the organisation, to one or more clients which, if disrupted, could:** - **cause intolerable harm to any one or more of the organisation’s clients, or** - **pose a risk to the soundness, stability or resilience of the financial system or the orderly operation of the financial markets.** | [](https://cta-redirect.hubspot.com/cta/redirect/3893111/64cc4834-c078-4a9e-b033-304eee06ce70) | |
| | **Critical Business Service** | **is a business service that, if disrupted, is likely to significantly impact the FSI’s safety and soundness, its customers or other FSIs that depend on the business service.** | [](https://cta-redirect.hubspot.com/cta/redirect/3893111/9f906ebc-f9d2-4053-9e6f-586799079049) | |
| | **Critical Operations** | **Is defined as a business output that, if interrupted during the operational period, will cause financial loss, damage, or interruption to the delivery of goods or services essential to the organisation’s continued operation or success.** | [](https://cta-redirect.hubspot.com/cta/redirect/3893111/85335fc5-5334-4da8-a18f-502da7524ca8) | |
| | | | | |
##### "Sustain" Phase of the OR Roadmap
| **Introduce Culture Change Management** | **Develop Communication Strategy** | **Implement Training and Awareness** | **Provide Self-assessment** | **Conduct an Independent Quality Review** | |
| --- | --- | --- | --- | --- | --- |
| [](https://cta-redirect.hubspot.com/cta/redirect/3893111/3668f599-8d2a-44e3-882d-b1219d30cdd7) | [](https://cta-redirect.hubspot.com/cta/redirect/3893111/9e169987-fcde-4b09-afd3-aa01a6ebe9b3) | [](https://cta-redirect.hubspot.com/cta/redirect/3893111/c1f2028b-0c55-4571-81b2-54220525cb6b) | [](https://cta-redirect.hubspot.com/cta/redirect/3893111/02aa5bbf-4770-457a-abc2-ea8ae897fb1f) | [](https://cta-redirect.hubspot.com/cta/redirect/3893111/b655b64d-a554-4981-b9e5-5b839ac2d451) | |
#### More Information About Operational Resilience OR-5000 \[BL-OR-5\] or OR-300 \[BL-OR-3\] Course
To learn more about the course and schedule, click the buttons below for the OR-3 Blended Learning OR-300 Operational Resilience Implementer course and the OR-5 Blended Learning OR-5000 Operational Resilience Expert Implementer course.
| [](https://cta-redirect.hubspot.com/cta/redirect/3893111/3530eccb-515d-401e-afc2-3469e26d7fbf) | [](https://cta-redirect.hubspot.com/cta/redirect/3893111/fdd4fa9c-ed69-40c1-925f-4eb6a1c5c255) | [](https://cta-redirect.hubspot.com/cta/redirect/3893111/77a34b84-0a6d-44f8-b8d6-6ab04cdf5edd) |
| --- | --- | --- |
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| [![\[BL-OR\] \[3\] FAQ OR-300](https://no-cache.hubspot.com/cta/default/3893111/f20c71b4-f5e8-4aa5-8056-c374ca33a091.png)](https://cta-redirect.hubspot.com/cta/redirect/3893111/f20c71b4-f5e8-4aa5-8056-c374ca33a091) | If you have any questions, click to contact us.[![Email to Sales Team \[BCM Institute\]](https://no-cache.hubspot.com/cta/default/3893111/3c53daeb-2836-4843-b0e0-645baee2ab9e.png)](https://cta-redirect.hubspot.com/cta/redirect/3893111/3c53daeb-2836-4843-b0e0-645baee2ab9e) | [](https://cta-redirect.hubspot.com/cta/redirect/3893111/7f2718a4-ea80-4f84-a319-dc2d4df37a46) |
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