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Reports and updates · Level Starter · Reporting Monthly Trends

Monthly report: trends instead of lists

The monthly report goes to management. They care about trend and inflection, not my task count.

Prompt

What to state before it starts

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

  • three core metrics for this month, last month and last year
  • anomalies this month
  • next month's plan

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.

  • open with a trend table marking inflections and possible causes
  • for each metric: level, direction, on plan or not
  • anomalies in their own section: checked and unchecked
  • three items next month, each with a definition of done