All categories/Office and documents
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
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 monthly report goes to management. They care about trend and inflection, not my task count.
[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:
- three core metrics for this month, last month and last year
- anomalies this month
- next month's plan
3. Say how you plan to do it (at most 5 steps) and wait for my go-ahead.
[Go through each of these]
- 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
[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 dataWhat 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