# Monthly DCA Performance & Conduct Review – Standard pack

Standard **PowerPoint template** and **meeting guide** for the **Monthly DCA Performance & Conduct Review**. Use this pack to standardise meetings and align to the DCA Governance Framework and operating rhythm (Layer 5 – Governance Cadence).

## What’s in the pack

| Asset | Description |
|-------|-------------|
| **Monthly_DCA_Review_Deck.html** | **Use this first.** HTML slide deck – same structure as the PPT. Open in a browser to present, or **Print → Save as PDF** for a PDF pack. No install needed. |
| **Monthly_DCA_Performance_Conduct_Review_Template.pptx** | PowerPoint template (generated by script below). Use one deck per DCA per month; populate from the DCA’s Standard Monthly Reporting Pack (Layer 3). |
| **build_monthly_dca_deck.py** | Python script that builds the .pptx template. Run when you have Python to create or refresh the native PowerPoint. |
| **DCA_MonthlyPack_Template_Sample.xlsx** | **Monthly pack reporting template.** Excel workbook with 5 section sheets (Portfolio, Performance, Conduct, Delegated authority, Risk indicators) + **Dashboard** sheet. Sample data included; use as the standard format for DCA submissions. |
| **build_monthly_pack_template.py** | Python script that builds the Excel template. Run to refresh: `python build_monthly_pack_template.py`. |
| **Monthly_Pack_Dashboard_Sample.html** | HTML dashboard view of the monthly pack – KPI cards + all 5 sections in one view. Sample data; open in browser for a quick read or print to PDF. |
| **README.md** | This file. |

## How to generate the PowerPoint template (optional)

If you want a **native .pptx** file (e.g. to edit in PowerPoint):

1. Install Python 3.7+ and ensure it’s on your PATH.
2. Install the dependency: `pip install python-pptx` (or `pip install -r requirements.txt` from this folder).
3. From this folder run: `python build_monthly_dca_deck.py`
4. Open **Monthly_DCA_Performance_Conduct_Review_Template.pptx** and save a copy per DCA per month (e.g. `Monthly_Review_[DCA_Name]_2026-02.pptx`).

**No Python?** Use **Monthly_DCA_Review_Deck.html** in your browser; present from there or print to PDF.

## How to use the template in meetings

1. **Before the meeting**  
   - DCA submits the Standard Monthly Reporting Pack (Layer 3) by the agreed deadline (e.g. 5 business days after month end).  
   - Bank (Collections) populates the relevant slides from the pack, or shares the pack and uses the deck as the agenda/overview.

2. **During the meeting**  
   - Follow the **standard agenda** (slide 3): Portfolio → Performance → Conduct → Delegated authority → Risk indicators & open issues → Scorecard → Action items.  
   - Log any new issues in the Issue Log (Layer 4) with Category A/B/C/D.  
   - If any Layer 6 escalation trigger applies, escalate as defined and note on the Action items slide.

3. **After the meeting**  
   - Agreed actions, minutes, scorecard and pack on file (Layer 5 output).  
   - Update Issue Log and remediation plans as agreed.

## Framework alignment

- **Layer 1** – DCA Governance Policy: no DCA exempt from this cadence.  
- **Layer 3** – Standard Monthly Reporting Pack: agenda and data points match the five sections.  
- **Layer 4** – Issue Identification Model: open issues and new issues discussed and logged.  
- **Layer 5** – Governance Cadence: this is the **Monthly Performance & Conduct Review**.  
- **Layer 6** – Escalation Framework: escalation reminder slide; apply triggers as defined.

## Visuals in the template

- **Meeting details** – purpose, participants, duration, input/output.  
- **Standard agenda** – same order every month for every DCA.  
- **Section headers** – clear break between Portfolio, Performance, Conduct, Delegated authority, Risk indicators.  
- **Metric slides** – placeholder tables/lists aligned to Layer 3 (populate from Monthly Pack).  
- **Scorecard (R/A/G)** – dimensions and overall status checkboxes.  
- **Action items** – agreed actions, escalation yes/no, next review date.  
- **Escalation reminder** – Layer 6 triggers.  
- **Appendix** – short framework alignment reminder.

Use the same structure for all DCAs so meetings are comparable and the operating rhythm is consistent.