# COO Monthly Operations Report Template > Source: https://netray.co/tools/coo-monthly-operations-report-template > Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems. > Section: Free Tools ## Short answer A one to two page monthly operations report: headline KPIs, highlights, problems, actions and decisions needed from leadership. ## Category manufacturing ## Industry Discrete Manufacturing ## Audience - COO - Plant manager - VP Operations ## Tool **Kind:** template **Output:** document **Fields:** #### Company **Key:** company **Type:** text **Default:** Northfield Manufacturing Inc. #### Site or region **Key:** site **Type:** text **Default:** All plants #### Reporting month **Key:** month **Type:** text **Default:** October 2026 #### Prepared by **Key:** author **Type:** text **Default:** VP Operations #### Headline summary **Key:** headline **Type:** textarea **Default:** Output was on plan and on-time delivery improved to 93%. Scrap on the machining line remained above target. Two supplier delays affected the October shipments. #### On-time delivery % **Key:** otd **Type:** text **Default:** 93 #### On-time delivery target % **Key:** otd_target **Type:** text **Default:** 95 #### OEE % **Key:** oee **Type:** text **Default:** 66 #### Scrap % of cost **Key:** scrap **Type:** text **Default:** 2.8 #### Recordable incidents (month) **Key:** trir **Type:** text **Default:** 1 #### Highlights **Key:** wins **Type:** textarea **Default:** Completed changeover reduction on press line 2. Passed customer surveillance audit with no major findings. Hired two of three open maintenance technicians. #### Problems and root causes **Key:** issues **Type:** textarea **Default:** Machining scrap driven by tool wear on the 5-axis cell. Two castings suppliers shipped late due to furnace downtime. #### Actions underway **Key:** actions **Type:** textarea **Default:** Tool life monitoring pilot starts November. Second source qualification for castings is 60% complete. #### Decisions needed **Key:** decisions **Type:** textarea **Default:** Approve $85,000 for tool monitoring rollout. Confirm overtime budget for Q4 backlog recovery. #### Focus for next month **Key:** next **Type:** textarea **Default:** Recover late orders, close audit actions, complete second source qualification. **Blocks:** #### Monthly Operations Report **Body:** {{company}} Site: {{site}} Period: {{month}} Prepared by: {{author}} #### Headline **Body:** {{headline}} #### Key performance indicators **Table:** **Columns:** - KPI - This month - Target - Comment **Rows:** **0:** On-time delivery % **1:** {{otd}} **2:** {{otd_target}} **0:** OEE % **1:** {{oee}} **0:** Scrap % of cost **1:** {{scrap}} **0:** Recordable incidents **1:** {{trir}} **2:** 0 **0:** Inventory turns #### Highlights **Body:** {{wins}} #### Problems and root causes **Body:** {{issues}} #### Actions underway **Body:** {{actions}} #### Decisions needed from leadership **Body:** {{decisions}} #### Focus for next month **Body:** {{next}} #### Review **Signatures:** - Prepared by - Reviewed by - Approved by **Notes:** Keep the report to two pages. Report the same KPIs with the same definitions every month, and attach the data source for each number. ## Content **Intro:** A monthly operations report is how leadership sees the plant. The best ones are short, use the same KPIs every month and end with clear decisions. This template gives you that structure. **Sections:** #### How to use the template **Body:** Start with the headline. Write two or three sentences a busy executive can read alone and still understand the month. Fill in the KPI table with actual numbers and targets, then add highlights, problems with causes, actions and decisions needed. Export to PDF or Word and send it on a fixed day. Resist adding every metric you have. Pick five to eight that matter, define them in a glossary, and keep them stable so trends are clear. **Bullets:** - Headline first, details after - Same KPIs and definitions every month - Every problem gets a cause and an action - End with the decision you need #### Choosing KPIs **Body:** A balanced set covers safety, quality, delivery, cost and people. Typical choices are recordable incidents, scrap or first pass yield, on-time delivery, OEE, inventory turns and overtime. Use consistent definitions, such as ISO 22400 style KPI definitions, so plants compare fairly. Show trend as well as the month value where space allows. If a metric is red, add one line on why, not a long explanation. Numbers should come from the ERP or MES, not from memory. #### Common mistakes **Body:** Reports often hide problems in long text or report averages that mask a bad week. Avoid blame language and avoid reporting activity such as meetings held. Check that the data matches finance numbers before sending. If your ERP and the floor disagree, say so and explain which source you used. A report that raises a problem early builds more trust than one that explains it late. **Bullets:** - Do not bury bad news - Reconcile with finance numbers - Avoid metrics with no owner - Keep the report under two pages **Cta:** If building this report each month means exporting from several ERP screens, Netray can set up a private, read-only way to pull the figures from your own data. **Faq:** #### How long should a monthly operations report be? **Answer:** Two pages is a good target: one page of KPIs and headline, one page of problems, actions and decisions. Detail can sit in an appendix or a dashboard. Executives read the first page and often only the first paragraph. #### Which KPIs should I include? **Answer:** Include safety, quality, delivery and cost as a minimum, then add one or two that reflect your strategy, such as OEE or inventory turns. Keep definitions fixed. Changing the formula mid year makes trends meaningless. #### Who should receive the report? **Answer:** Typically the CEO or COO, site and functional leaders, and finance. Send it on the same day each month. Some companies also share a trimmed version with all employees to keep the floor informed. #### Can I use it weekly? **Answer:** Yes. Change the period field and shorten it to a one page version with only safety, delivery, quality and the top three issues. Weekly reports should drive action, so keep the decisions section. ## Search terms monthly operations report template, plant manager monthly report, COO operations report example, manufacturing monthly management report, operations summary report word, monthly plant performance report template, board operations update manufacturing --- Talk to an engineer: https://netray.co/contact?intent=erp_ai | Machine catalog: https://netray.co/agent/catalog.json