02OPERATIONS
The weekly report, without the weekly scramble.
Bring scattered updates into one consistent weekly report, so your team spends its time on what changed instead of copying it between tools.
ILLUSTRATIVE WORKFLOW · ADAPT TO YOUR TOOLS AND REVIEW NEEDS
THE WORKFLOW
Small steps.
A useful system.
- 01
Choose a single source of truth.
List the fields and project notes your report needs. Give each metric a consistent definition.
- 02
Collect on a predictable schedule.
Pull the relevant records once a week. Check timestamps so old information does not look new.
- 03
Summarize the change, not just the numbers.
Separate completed work, blocked work, decisions needed, and upcoming tasks. Keep links to the underlying records.
- 04
Check the brief before sharing.
Confirm key numbers and flag missing data. Start with a review step before posting to the team.
INTERACTIVE EXAMPLE
See the handoff.
Follow an example from input to a prepared handoff.
Project notes: onboarding complete; design awaiting approval; two support issues resolved.
An example of the workflow. A custom build connects your tools and approval steps.