[OR] [P3-S4] [3-2] Conduct Reporting & Action Planning: Present Report to Management

[3-2] Presenting the Self-Assessment Report to Management

The self-assessment report is a valuable tool for informing decision-making and driving improvements in operational resilience. Effectively presenting this report to management is essential to gain their support and implement the recommended actions.

Key considerations for presenting the report include tailoring the presentation to the specific needs and interests of your management team, focusing on key findings and recommendations, using visuals to enhance understanding, addressing potential questions or concerns, and providing a written copy of the report for reference.

By delivering a clear, concise, and persuasive presentation, you can effectively communicate the results of your self-assessment and secure management's commitment to implementing the recommended actions. This will help drive continuous improvement in your organization's operational resilience.

Purpose

Presenting the self-assessment report to management is a crucial step in the Sustain phase of the Operational Resilience (OR) planning methodology.

The report provides valuable insights into your organization's resilience posture and guides decision-making for future improvements.

Key Considerations

• Tailored Presentation: Adapt the presentation to the specific needs and interests of your management team. Consider their level of understanding of OR concepts and their priorities for the organization.
  
  
• Key Messages: Clearly articulate the key findings, recommendations, and action plans. Use visuals and concise language to convey the main points effectively.
  
  
• Focus on Impact: Highlight the potential impact of the recommendations on the organization's resilience, financial performance, and reputation.
  
  
• Address Concerns: Be prepared to address any questions or concerns raised by management.
  
  
• Follow-up: Offer to provide additional information or clarification if needed.

Presentation Structure

1. Introduction
   • Briefly outline the purpose of the self-assessment and the scope of the evaluation.
   • Highlight the key findings and recommendations.
     
     
2. Key Findings
   • Present the most significant findings from the assessment, supported by data and evidence.
   • Use visuals (e.g., charts, graphs) to illustrate key points.
     
     
3. Recommendations
   • Discuss the recommended actions to address identified weaknesses and capitalize on opportunities.
   • Prioritize recommendations based on their potential impact and feasibility.
     
     
4. Action Plans
   • Outline the specific steps required to implement the recommended actions.
   • Specify timelines, responsibilities, and resource requirements.
     
     
5. Conclusion
   • Summarize the key takeaways from the self-assessment.
   • Reiterate the importance of continuous improvement and the commitment to implementing the recommendations.

Additional Tips

• Practice your presentation: Rehearse the presentation to ensure a smooth delivery and effective communication of key messages.
  
  
• Tailor the presentation to your audience: Consider the management team's specific interests and concerns.
  
  
• Be prepared to answer questions: Anticipate potential questions and prepare thoughtful responses.
  
  
• Follow up with a written report: Provide a written copy of the self-assessment report for management to reference later.

By effectively presenting the self-assessment report to management, you can gain their support for implementing the recommended actions and ensure that operational resilience remains a top priority within the organization.

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.
	Self-Assessment Document	is to demonstrate the organisation’s resilience journey and how they have achieved compliance with the regulations.
	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.
	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 FSI that depend on the business service.
	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 organization’s continued operation or success.

"Sustain" Phase of the OR Roadmap

Introduce Culture Change	Develop Communication Strategy	Implement Training and Awareness	Provide Self-assessment	Conduct Independent Quality Review

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.

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