Example regional operating dashboard

EXAMPLE REGIONAL
OP DASHBOARD
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Regional Operating Dashboard
Month
LEGEND
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Workforce Overview Updated this month
Headcount Growth Rate
Voluntary TerminationYTD Headcount Headcount by Location
COMMENTARY
For key assumptions around headcount ,
please see Appendix 4.
HIGH COST MID COST LOW COST
• This graph tracks the monthly differences in
headcount.

Financial Overview
Monthly Spend YTD Spend by LOB
YTD Total Spend by is $445.07mil
No updates this week
YTD direct expense is USD965 million
YTD Spend (‘000)
Unit 1
Unit 2
Unit 3
Unit 4
Unit 5
Unit 6
Unit 7
COMMENTARY
• Blah, blah, blah commentary. Blah,
blah, blah commentary. Blah, blah,
blah commentary. Blah, blah, blah
commentary.
• Blah, blah, blah commentary. Blah,
blah, blah commentary. Blah, blah,
commentary.
A
A
B
B

UNIT 3 YTD Direct Expense
YTD Direct & Allocated Expense by Unit
UNIT 2 YTD Direct Expense B
Updated this monthFinancial Spend
UNIT 1 YTD Direct Expense A COMMENTARY
• Blah, blah, blah commentary. Blah, blah,
commentary. Blah, blah, blah
commentary.
• Blah, blah, blah commentary. Blah, blah,
commentary. Blah, blah, blah
commentary.
A
B
Unit1
Unit2
Unit3
Unit4
Unit5
Unit6
Unit7
Unit8
Unit9
Unit10
Unit11
Unit12
Unit13
Plan
LastYearPlan
PrevYearPlan
Plan
LastYearPlan
PrevYearPlan
Plan
LastYearPlan
PrevYearPlan

Key Projects Updates in the Discussion Points area
Enterprise Mission Statement for current year
Drive Client Satisfaction by
delivering a seamless user
experience
Modernize infrastructure
and reduce operational risk
Reduce cost base through
automation
Expand into key
emerging markets:
Cambodia
Objective description Objective description Objective description Objective description
Ensure compliance with evolving regulatory
environment
Transform infrastructure
so that we can
understand Risk in real
time
Hire the best, then make
them better through
Associate Engagement as
competitive differentiator
BIZ VISION
& MISSION
STRATEGIC
OBJECTIVES
PROJECT
PORTFOLIO
HIGHLIGHTS
BA Project M
B Project N
C Project O
A Project P
BC Project Q
C Project R
A Project S
B Project A
B Project B
B Project C
B Project D
C Project E
A Project F
A Project G
B Project H
C Project I
A Project J
A Project K
A Project L
• Blah, blah, blah. Project
status highlight that is
curt enough to speak
to audience
to audience
to audience
curt enough to speak to
audience
curt enough to speak to
audience
to audience
to audience
• No updates this week • No updates this week
DISCUSSION
POINTS
OUR OBJECTIVE 1 OUR OBJECTIVE 2 OUR OBJECTIVE 3 OUR OBJECTIVE 4 RISK MGMT EMPLOYEEENGAGEMENT
A Project 7
A Project 8
A Project 9
A Project 10
A Project 11
A Project 12
A Project 13
C Project T
A Project U
C Project V
C Project W
B Project X
C Project Y
B Project Z
C Project 1
F
B Project 2
B Project 3
C Project 4
A Project 5
A Project 6
A – Product 1
B– Product 2
C– Product 3
A -All
A
A
F
D
B
B
E
D
E
G
G
C
C

Key Projects (alternate view)
IN-FLIGHT DEVELOPMENTS
KEY DELIVERIES
KEY IN-FLIGHT DEVELOPMENTS PROJECT VALUE TO BUSINESS PROJECT RAG DMAIC DETAILS PROJECT DETAILS
NEWREV
MOREREV
SAVE$
REDUCERISK
MANDATE
CLIENTSAT
TRANSITION
SCHEDULE
RESOURCES
BENEFITS
FINANCIALS
OPRISK
ET&D
PHASE
PROJECT
CONDITION
2010 FULL YEAR
COST (US$K) DELIVERY
DATE**
(MM/DD/YYYY)
BIZ SPONSOR PROJECT NAME
PLAN
ACT
+FCST
Business Line Project Name P l l l l l l IMPROVE GREEN $299 $928 11/18/2011
Business Line Project Name P l l l l l l ANALYZE RED $1,167 $3,147 12/10/2010
Business Line Project Name P l l l l l l MEASURE YELLOW $383 $368 4/15/2011
Business Line Project Name P l l l l l l IMPROVE GREEN $1,166 $1,323 12/8/2010
Business Line Project Name P l l l l l l ANALYZE YELLOW $755 $756 12/17/2010
Business Line Project Name P l l l l l l IMPROVE GREEN $711 $985 7/23/2010
Business Line Project Name P l l l l l l IMPROVE GREEN $1,416 $1,789 7/16/2010
Business Line Project Name P l l l l l l ANALYZE GREEN - - 7/02/2010
Business Line Project Name P l l l l l l ANALYZE GREEN - - 7/30/2010
BIZ SPONSOR PROJECT NAME DESCRIPTION OF VALUE DELIVERED TO BUSINESS
DELIVERY DATE
(MM/DD/YYYY)
Business Line Project Name Description 6/11 to 6/15/2010
UPCOMING DEPLOYMENTS
BIZ SPONSOR PROJECT NAME DESCRIPTION OF VALUE DELIVERED TO BUSINESS
DELIVERY DATE
(MM/DD/YYYY)
Business Line Project Name Description 7/2/2010

Key Metrics May Target RAG
Key Volumes 3-mth avg
Process A 99 38,904
Process B 1,028 30,630
Process C 3,240 10,841
Process D 85 102,474
Process E 142 15,647
Operations Control # Exposure
Aged items < 30days 24 13.49MM
30days<Aged items<90days 8 0.23MM
Aged items > 90days 5 0.59MM
Client Satisfaction Benchmark
Benchmark 1 98.28% 85%
Benchmark 2 78% 80%
Benchmark 3 90% 80%
Benchmark 4 98.9% 95%
Commentary 1
 Blah
 Blah
 Blah
Function 1 Function 2
Updated for all groups
Function 3
G
G
G
G
G
G
Operations Overview
G
Key Metrics May RAG
Key Volumes # YoY
Process A 51,026 13%
Process B 187,643 5%
Process C 1,637,233 1%
Process D 128,904 10%
Process E 1302 13%
Operations Control # Target
Control 1 71% 70%
Control 2 93% 95%
(a)
Control 3 41 75
Client Satisfaction # Target
Benchmark 1 N/A TBD^
(b)
Benchmark 2 71% 80%
(c)
Benchmark 3 93% 95%
Benchmark 4 37 30
(d)
Commentary 1
Blah blah blah
Commentary 2
Yadda yadda yadda Yadda yadda yadda, Yadda yadda yadda
Yadda yadda yadda Yadda yadda yadda Yadda yadda yadda
Yadda yadda yadda Yadda yadda yadda Yadda yadda yadda,
Yadda yadda yadda, Yadda yadda yadda Yadda yadda yadda
G
G
A
R
Key Metrics May April RAG
Key Volumes Daily Avg. Daily Avg. %Diff
Process A
268 95,002 6%
Process B
1,859 831 3%
Process C
110,832 11,467 6%
Process D
1,165,481 50,392 5%
Process E
11,196 367 47%
Operations Control Vol Target
Control 1
97 50
Control 2
3 0
Control 3
27 0
Notes
Scooby doo ah Scooby doo ah Scooby doo ah Scooby
doo ah Scooby doo ah Scooby doo ah Scooby doo ah
doo ah Scooby doo ah Scooby doo ah Scooby doo ah
doo ah
A
A
G
G
R
G

CONTROLS
(INCREASED FOCUS ON
ADDING & ENHANCING
CONTROLS)
RESIDUAL RISK
REMEDIATION
(AGGRESSIVELY
ADDRESSING GAPS)
GOVERNANCE
(ENSURING QUALITY OF
PROGRAM PORTFOLIO)
Business Controls Updated this month
 Risk 1
 Risk 2
 Risk 3
 Risk 4
 Risk 1
 Risk 2
 Risk 3
 Risk 4
REGIONAL T&O OPERATIONAL RISK WATCH LIST REGIONAL T&O EMERGING RISK WATCH LIST
 Accomplishment 1
KEY INITIATIVES
OPEN ISSUES
PROCESS PEOPLE
SYSTEMS
EXTERNAL EVENTS
TOT
Source Type
UNIT A UNIT B UNIT C UNIT D UNIT E UNIT F UNIT G UNIT H UNIT I UNIT J UNIT K UNIT L UNIT M UNIT N UNIT O
Reg Audit Self
DIRECT 40 0 13 27 2 8 1 0 0 0 5 1 3 0 0 1 0 2 0
INDIRECT 11 1 7 3 1 3 0 1 0 0 3 0 0 0 0 0 2 0 1
SEV1 SEV2 SEV3
DIRECT
Green 0 14 25
Amber 0 0 1
INDIRECT Green 0 6 5
AU CN HK IN INDO JP KR MY PH SG TW TH
DIRECT 2 4 6 11 0 0 3 0 2 9 3 0
INDIRECT 0 0 2 1 0 6 0 0 0 1 1 0
PAST DUE OPEN RISKS
NO OF DAYS PAST DUE NO OF RISKS
Not Past Due 88
1- 30 days 0
>30 days 12
No dates 35

COMPLIANCE
(REGULATORY POINT OF
VIEW & OUTLOOK)
INFORMATION
SECURITY
BUSINESS
CONTINUITY &
RECOVERY
Business Controls
• Accomplishment
• Accomplishment
• Accomplishment
• Accomplishment
• Accomplishment
• Accomplishment
PREVIOUS 30 DAYS
Activity 1
Activity 2
UPCOMING ACTIVITIES
 Topic / Observation
HOT TOPICS/ OBSERVATIONS
BCP STATUS BY COUNTRY RECOVERY PLANS TEST & EXERCISES
METRICS APAC
Business recovery plans current 99.5%
Business recovery plans tested 96.2%
WORK AREA RECOVERY
CENTER
TEST STATUS
TOTAL CRITICAL
ISSUES
Building 1 Successful 24
Building 2 Successful 0
Updated this month
COMPLETED:
 Completed 1
 Completed 2
 Completed 3
IN PROGRESS:
 In progress 1
 In progress 2
UPCOMING:
 Upcoming 1
 Upcoming 2
EXAM MANAGEMENT OUTSTANDING T&O REGULATORY ISSUES
 Highlight 1
 Highlight 2
 Highlight 3
KEY HIGHLIGHTS
TOT COU COU
Direct Open 0 0 0
Indirect Open 1 1 0
Unit 1 Unit 2 Unit 3 Unit 4 Unit 5 Unit 6
0 0 0 0 0 0
0 0 0 0 0 1
0 0 0 0 0 0
Open Issues SEV1 SEV2 SEV3
INDIRECT Green 0 1 0
REGULATORY CHANGES
C7 C8 C9 C10 C11 C12
C1 C2 C3 C4 C5 C6
COUNTRY
REGULATORY
CHANGES
Country Change
Country Change
Country Change
KEY PROJECT RAG
STATUS
UNIT 1 UNIT 2 UNIT 3 UNIT 4
Project name
Project name
Project name *
Project name
* Pending budget approval
Project name
Project name
Project name
Project name
Project name
Project name
Project name
Project name
Project name
Project name

TECH INCIDENTS BY MONTH
Business Controls
TECHNOLOGY
INCIDENTS
TECH INCIDENTS BY SUB-DIVISIONS (THIS MONTH) TECH INCIDENTS BY COUNTRIES
Updated this month
TECH INCIDENTS SUMMARIKES
Unit 1 Unit 2 Unit 3
Date
Client
Impact
Severity Impact Statement
Impacted
Channel
Impacted
LOBs
Ref ID Incident Description
Impacted
regions
Asia Pac
Impacted
Country
Infra Host
Region
4-May No 1 Name and impact Biz Unit Sub unit 22 Description Region Country Region
8-May Yes 2 Name and impact Biz Unit Sub unit 22 Description Region Country Region
17-
May
Yes 2 Name and impact Biz Unit Sub unit 22 Description Region Country Region
25-
May
No 3 Name and impact Biz Unit Sub unit 22 Description Region Country Region
OPERATIONAL
INCIDENTS
MONTHLY OPS LOSSES ($) MONTHLY OPS LOSSES (# of ERRORS)MAR OPS LOSSES >10K
 Description
 Description
 Description
MONTH
MONTH
MONTH
MONTH
MONTH
MONTH
MONTH
MONTH
J F M A M J J A S O N

Appendix: Where to go for details behind this report
TOPIC SUBJECT MATTER EXPERT (IF URGENT DETAIL REQUIRED)
Slide 1  Name
Slide 2  Name
Slide 3 Name
Slide 4 Name
Slide 5 Name
Slide 6 Name
Slide 7  Name
Slide 8 Name
Slide 9  Name
Slide 10 Name

Example regional operating dashboard

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