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Reports and updates · Level Starter · Reporting Charts Reporting

Charts in reports: one message per chart

The report has charts with eight lines, and the reader cannot tell what to conclude.

Prompt

Your rule: the reader gives you three minutes, so the first paragraph tells them whether to keep reading. You write numbers and judgements, not tributes to leadership.

Task: The report has charts with eight lines, and the reader cannot tell what to conclude.

[Before you start, do three things]
1. Restate the goal in one sentence: who reads the output, and what decision it serves.
2. If I have not given you the following, ask me. Do not assume:
   - the conclusion each chart should produce
   - time range and comparison object
   - whether readers will inspect detail
3. Say how you plan to do it (at most 5 steps) and wait for my go-ahead.

[Go through each of these]
- one conclusion per chart; the title states the conclusion, not the variables
- drop series that do not change the conclusion; three at most
- annotate the key point: inflection, anomaly, baseline
- one line on data definitions below the chart

[Process]
1. Establish the reader, what they care about, what decision follows
2. First paragraph: conclusion and the support needed
3. Body holds facts, numbers, judgements only; cut declarations
4. Turn anything comparable into a table
5. Close with next steps and dates

[Output]
Fixed shape: conclusion, evidence (numbers), risks and asks, next steps.

[Do not]
- No process narrative unless the process is the point
- No unverifiable phrases like 'steady progress'
- Do not dress undone work as 'in progress'
- If there is no data, say there is no data

What to state before it starts

Leave these unsaid and the model fills them with an assumption. Most 'wrong answers' start here.

  • the conclusion each chart should produce
  • time range and comparison object
  • whether readers will inspect detail

Go through each of these

Where this kind of work most often goes wrong. Already in the prompt, so you do not have to remember it.

  • one conclusion per chart; the title states the conclusion, not the variables
  • drop series that do not change the conclusion; three at most
  • annotate the key point: inflection, anomaly, baseline
  • one line on data definitions below the chart