Download KPI and annual plan reports

VirgilTrack writes two kinds of strategy report for you, ready to print or send: the KPI progress report, for performance reviews, and the annual plan, for the council or the department’s team. Both download as PDF files.

The KPI progress report

The KPI progress report shows how the plan’s KPIs are doing, with the comments recorded in KPI reviews. Anyone who can open the KPIs page can download it.

Download it

1. Open Execution›, then KPIs.

2. Select Download report at the top right.

3. Choose what the report covers:

   • All periods (to date): every year of the plan so far;
   • a year’s label, for example 2026/27: that whole year;
   • Q1, Q2, Q3 or Q4 next to a year: one quarter of that year.

   Only years that have started are listed. A quarter is a three-month slice of the plan year, counted from the year’s start.

The button says “Preparing…” while VirgilTrack builds the report. The PDF then downloads. Its name starts with “KPI Progress Report”, followed by what it covers and today’s date.

What’s in it

1. Introduction: what the report covers and how KPIs are classed: On Track at 100% of the target or more, At Risk from 75%, Off Track below 75%, and No Data when no value has been reviewed. A KPI not reviewed in the period shows its last known value, marked with an asterisk (*).
2. Executive Summary: a short summary of the results, written by VirgilTrack’s AI from the figures, and Key observations when there are some.
3. Performance Summary: for each objective, how many KPIs are on track, at risk, off track and without data.
4. KPI Performance by Strategic Objective: each objective’s KPIs with their baseline, target and result, and the reviewers’ Commentary on movements.
5. Risk Exposure: risks that threaten the plan’s objectives, with their mitigation.

Tip

The comments in the report come from KPI reviews. A comment is required whenever a KPI’s value changes, so the report always explains what moved. See Record KPI results.

The annual plan and work plans

The annual plan sets out the year’s work: the targets, each department’s initiatives and what they will deliver each quarter, the budget, the risks, and a month-by-month schedule of tasks. It is built from what is in VirgilTrack for that plan year.

• The organisation’s annual plan is for the council. It includes an Approval page for the council’s resolution, followed by the month-by-month schedule of tasks when tasks have been planned.
• A department’s work plan is for the department’s own team. It includes the team, the department’s initiatives quarter by quarter, a Sign-off page for the head of the department and the CEO, and a schedule with a box to tick when each task is done.

VirgilTrack’s AI writes a short foreword and a line of focus for each department or initiative, from the plan’s own figures. Everything else comes straight from the plan.

Who can download which

Person	What they can download
The CEO	The organisation’s annual plan, and any department’s work plan.
People the CEO has given Annual Plans	The same, from the Annual Plans page.
A department manager or team manager	The work plan of their own department, or of each department they head.

Download it

1. Open Execution›, then Annual Plans and choose the year, or open Execution›, then Initiatives for the current year.

2. Select the download button:

   • Download annual plan for the organisation’s plan. To get a department’s work plan instead, select the small arrow beside it, then the department. Each department shows how many initiatives it has;
   • Download our work plan for your department’s work plan;
   • Download a work plan, then the department, if you head several departments.

While VirgilTrack builds the plan, the button shows what it is doing, for example “Writing the foreword…” or “Laying out the PDF…”. The PDF then downloads, named for example “Annual_Plan_2026-27.pdf” or “Annual_Work_Plan_2026-27_Finance_and_Accounting.pdf”.

If something goes wrong

What you see	Why	What to do
“Download failed” and “We couldn’t generate the report. Please try again.”	The KPI report couldn’t be built.	Try again in a moment.
“No plan” and “There’s no approved strategic plan to report on.”	There is no approved plan.	See Review and approve an imported plan.
“… has no initiatives in … yet, so there is no work plan to print.”	No initiatives in the plan belong to that department.	Initiatives are given to departments in the strategic plan. Ask your CEO.
“The plan has no initiatives for … yet, so there is no annual plan to print.”	The plan has no initiatives for that year.	Check the plan on the Objectives page.
“The plan couldn’t be prepared just now. Please try again.”	Building the PDF failed.	Try again in a moment.
There is no download button	You can’t download either plan.	Ask your CEO.

Related

• The KPIs page
• Annual plans
• The Initiatives page