Annual work summary

The year-end summary can only be written brilliantly if you understand it.

The Internet after 40 years

Keywords: year-end summary process method PDCA deviation analysis, forecast analysis and reasons

The year-end is the time to write a summary, whether it is the requirements of the unit or your own activity habits.

Now there are many skills and templates or model essays on the Internet, and the methods provided are also remarkable, each with its own merits! After all, different people have different ideas. To write a wonderful summary that reflects its own characteristics, we need to have a comprehensive understanding and understanding of the year-end summary itself.

1, what is the year-end summary?

Year-end summary is the whole process of collecting and analyzing all the work performance of the past year at the end of the year, and comparing the actual completion with the expected data in the plan, so as to understand and communicate the annual work progress, problems needing improvement and measures taken, and predict the development trend of the next year and form a report.

So the year-end summary is not a separate report, but a process. Year-end summary is a part of the overall process of the whole year, and it is also a special process. It is a process with special purpose and should be recognized and understood from the perspective of process management.

A process is a set of interrelated or interactive activities that transform input into output. The process method is to manage activities and related resources as a process, which can get the expected results more efficiently. One of the most typical models of process method is PDCA cycle, which is a new cycle of planning-execution-inspection-action-planning. PDCA is used by the International Organization for Standardization to guide the formulation and promotion of various management system standards, such as ISO9000 series quality management system, ISO 14000 series environmental management system, ISO22000 food safety management system, OHSAS 18000 occupational health and safety management system and other resource management systems.

Year-end summary is the C link in PDCA process management mode, which has all the attributes of inspection.

2. Why do you want a year-end summary?

The year-end summary plays a connecting role in the PDCA process, and it is a summary survey of all plans and implementation last year. Through the systematic analysis of the implementation of the planning results, we can find out the deviation, especially the reasons behind the deviation and the changes of environmental factors, determine the areas that need improvement and the priority order between the improvement items, determine the risks we face or predict the development trend for the next year, and make strategic adjustments or plan new goals according to the mission of the organization. That is, determine the next action to better guide the planning and implementation of individuals or organizations next year.

If you don't have a year-end summary, you can't have a clear understanding of your position, and "self-knowledge" is not easy to do. A well-done year-end summary is like looking back at the past from the perspective of an "outsider" and knowing the true face of Lushan Mountain.

In short, the plan of the year lies in spring, which comes from this year's year-end summary.

3. What are the contents and standards of year-end summary?

The year-end summary shall at least include the following contents:

Analysis of performance results in the past year, especially KPI data; Description of unrealized goals in this year, analysis of unrealized goals or deviations, current risks and problems; The main measures implemented this year and their effect analysis; Forecast of major projects next year;

Information documents such as table styles, report templates and system files that need to be upgraded and improved, important problems and lessons;

Matters needing attention and other improvement suggestions, such as suggested corrective and preventive measures.

The standard of year-end summary is that the content should not be omitted, the overall report should reflect the reality, focus on analyzing the internal reasons of success or deficiency, and put forward corresponding improvement suggestions, which should be future-oriented and combined with the organization's strategy. That can be summarized as: honesty, truthfulness, depth, promotion, future and strategy.

4. Write a summary of what materials need to be prepared.

To have a good year-end summary, of course, you need to prepare sufficient information, such as:

The plan at the beginning of the year and the actual plan indicators of each period, especially the basic data information of each standard, are the benchmarks and foundations for measuring the work performance of one year. Such as income, cost, quality, progress, efficiency, benefit, human resources, service time limit and other specific indicators, especially the key performance appraisal indicators (KPI) for the report writer;

Actual work performance information, that is, the basic data actually completed according to the work plan, such as actual work results, work progress, qualified quality quantity, actual customer development quantity, actual cost payment, etc. At the same time, we can consider systematically summarizing and inputting the measures taken in the actual work process, such as personnel training, market development and customer relationship maintenance.

The completion result of planned indicators, that is, the actual completion ratio (ratio) or result description of the first indicator entered, such as technical status;

Monthly or quarterly summary data completed during the year, year-end summary data or templates of organizations or individuals in previous years, system provisions of the company's early-year assessment, standard requirements for deviation of required main indicators, examples of commendation or punishment within the organization, other documents or notices issued by the organization during the year, etc. , so as to be seated accordingly; Play or avoid in the report;

Other assessment information and other necessary information directly related to the development and promotion of a single position.

5. How to summarize and embody your own characteristics?

Commonly used methods include deviation analysis between planning and completion, prediction analysis, text format selection, etc.

Deviation analysis, using the concept of project management, is an after-the-fact review to find out the deviation between the actual completion and the planned benchmark and analyze the reasons for the difference. The usual steps are: verifying the quality of the collected information, ensuring the integrity of the information, comparability with past data and reliability compared with other state information, that is, reflecting the basic requirements of fact-based decision-making; Then compare the actual information with the planned benchmark to determine the deviation. We should pay attention to whether this deviation is favorable or unfavorable and make corresponding qualitative analysis. Finally, determine the influence of deviation on the annual target plan, analyze the influence reasons and external factors of deviation, and predict the possible development trend of deviation. Finally, according to the adequacy of information and the consequences and severity of the impact, corrective or preventive measures are put forward.

In the analysis, it is especially necessary to distinguish the reasons from the reasons, focus on the analysis of the reasons, objectively describe the environmental changes, and don't take the reasons as reasons to prevent your leaders from thinking that you are shirking responsibility and have no sense of responsibility. Simply put, the reasons are internal factors, such as insufficient knowledge and experience, insufficient motivation for learning and innovation, and insufficient attention or understanding of the problem itself, which can be overcome; The reasons are external factors, such as changes in the market this year, unfair competition from competitors, government policy intervention, and working environment caused by weather and climate change, which you can't control but must adapt to. Borrowing the usual metaphor of "sailing against the current, if you don't advance, you will retreat", in this case, the reason for not advancing is against the current or the wind and waves, because the hull itself is not strong enough to overcome the resistance, and it is the hull power that needs to be improved, not the reverse of the water.

Predictive analysis is based on the existing or historical data information, using mathematical or economic methods, such as linear regression analysis, growth curve, Delphi method, probability analysis or other intuitive forecasting methods, to predict the development of next year, especially the target indicators, in order to guide the planning of next year. At the same time, the forecast should consider the influence of external environmental changes (causes) generated in deviation analysis on the whole organization, which is mainly reflected in the prediction and response to risks.

The choice of text format is to report and communicate the formed summary in what form. If there are strict templates in the organization, just summarize them directly according to the templates. If not, consider PPT presentation, EXCEL spreadsheet or Word document. It is best to use PPT plus linked text and chart format to make people who read the report feel happy and improve the evaluation score of the year-end summary, which is of great benefit to their promotion or development.

By the way, the current management is the era of reading pictures. People's brains, especially leaders' brains, are far more interested in charts than in dense words.

Cause analysis, future prediction, risk control, corrective and improvement measures and summary in deviation analysis show your own level and characteristics.

6. What should I pay attention to when writing a year-end summary?

With the above knowledge and understanding, you can write a wonderful year-end summary, of course, you should also pay attention to the details, otherwise it will affect your opinion of the summary submitted by yourself and the psychological changes of the people reading the report, such as:

As a whole, we should reflect the direction and write a summary for the future, not to show off or review, but to analyze the reasons, predict the risks, make suggestions, and focus on next year and future strategies;

Summing up sincerity and intention is not to cope with the casual summary of leaders, but to think and solve problems from the perspective of leaders with personal experience and informative data, around strategic goals and KPI;

Pay attention to details and data, correct basic punctuation, accurate basic data and clear basic ideas;

Emphasize that the summary should be expressed by charts, PPT and links, which can stimulate the reading interest of leaders within 60 seconds and make you look up.

May everyone have a good summary at the end of each cycle, and make progress every time and rise year by year!

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