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KPI Governance and Reporting Assurance Framework

Controls and documentation framework for defensible, high confidence KPI reporting.

KPI GovernanceReporting AssuranceConfluenceControls

Summary

Built and maintained KPI governance and reporting assurance controls across high scrutiny service performance reporting. Standardised metric definitions, business rules, validation rules, reconciliations, exception checks, output review, change logs, sign-off practices, escalation pathways, and Confluence source of truth documentation.

Problem

High visibility reporting needed stronger controls, clearer ownership, consistent definitions, and repeatable assurance practices.

My Role

Led KPI governance uplift, maintained assurance controls, standardised documentation, and reviewed outputs for reporting confidence.

Approach and Methodology

  • Standardised metric definitions and business rules.
  • Introduced validation checks, reconciliations, exception review, change logs, and sign-off practices.
  • Documented reporting logic and ownership in Confluence.
  • Aligned reporting packs to decision purpose and review expectations.

Methodology Snapshot

Reporting Assurance Flow

This is a methodology/process visual. It is de-identified and does not contain operational data.

  1. 01 Source data
  2. 02 Business rules
  3. 03 Validation checks
  4. 04 Reconciliation
  5. 05 Exception handling
  6. 06 Review
  7. 07 Reporting pack

Governance and Controls

  • Metric dictionary
  • Business rule documentation
  • Validation rules
  • Reconciliations
  • Exception handling
  • Output review and sign-off
  • Change logs
  • Escalation pathways

Tools and Data

  • SAS EG
  • SAS VA
  • SQL
  • Excel
  • Confluence

Outcomes

  • Improved confidence in high scrutiny reporting outputs.
  • Reduced reporting risk through standardised controls.
  • Supported zero errors in high scrutiny reporting outputs.
  • Improved auditability and onboarding through source-of-truth documentation.

What this demonstrates

  • Governance-first reporting leadership.
  • Practical controls for defensible KPI reporting.
  • Ability to make reporting repeatable under scrutiny.
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