| name | close-management-close-status-dashboard |
| description | Sub-skill of close-management: Close Status Dashboard (+3). |
| version | 1.0.0 |
| category | business |
| type | reference |
| scripts_exempt | true |
Close Status Dashboard (+3)
Close Status Dashboard
Track each close task with the following attributes:
| Task | Owner | Deadline | Status | Blocker | Notes |
|---|
| [Task name] | [Person/role] | [Day T+N] | Not Started / In Progress / Complete / Blocked | [If blocked, what's blocking] | [Any notes] |
Status Definitions
- Not Started: Task has not yet begun (may be waiting on dependencies)
- In Progress: Task is actively being worked on
- Complete: Task is finished and has been reviewed/approved
- Blocked: Task cannot proceed due to a dependency, missing data, or issue
- At Risk: Task is in progress but may not meet its deadline
Daily Close Status Meeting (Recommended)
During the close period, hold a brief (15-minute) daily standup:
- Review status board: Walk through open tasks, flag any that are behind
- Identify blockers: Surface any issues preventing task completion
- Reassign or escalate: Adjust ownership or escalate blockers to resolve quickly
- Update timeline: If any tasks are at risk, assess impact on overall close timeline
Close Metrics to Track Over Time
| Metric | Definition | Target |
|---|
| Close duration | Business days from period end to hard close | Reduce over time |
| # of adjusting entries after soft close | Entries posted during management review | Minimize |
| # of late tasks | Tasks completed after their deadline | Zero |
| # of reconciliation exceptions | Reconciling items requiring investigation | Reduce over time |
| # of restatements / corrections | Errors found after close | Zero |
