Reporting Cadence Design

Different stakeholders need different reporting frequencies. The risk owner needs daily dashboard visibility. The executive team needs monthly risk summaries. The board needs quarterly risk portfolio reviews. Regulatory reports have their own cadences — some annual, some triggered by events. The reporting cadence design maps every report to its audience, its frequency, and its production timeline.

1. Daily: Dashboard Real-time dashboard updated automatically. No manual production required. The daily view enables immediate response to emerging issues.
2. Monthly: Executive Summary One-page risk summary: total exposure, top risks, compliance status, active events. Produced by the risk owner. Reviewed by leadership. The monthly summary provides the management oversight that ensures the program is operating.
3. Quarterly: Board Report Portfolio risk review: exposure trends, appetite alignment, emerging risks, mitigation progress. Produced by the risk owner, reviewed by counsel, presented to the board. The quarterly report provides governance oversight. [RECOMMEND]: Schedule board report production two weeks before the board meeting to allow for review and revision.