Weekly reports are meant to be quickly digestible summaries of what's happening in each area of the organization. The idea being, somebody familiar with the work going on there should be able to get a general picture of how things are going by reading about 1 page of writing. Once those reports are produced, they are collected and collated to produce a short summary of Key Events across the organization. The summary should be made available to all of the management. The management then read over the summary before having an [[Alignment Meeting]]. The main goals of an alignment meeting are as follows: 1. Make sure everyone has the same understanding of the information in the report by asking questions or clarifications. 2. Highlight anything important that would change how we make decisions if it were included. 3. Decide what the priority areas for focus are across the company, and make a short bulleted list of what decisions were made. Once that's been done, the whole report and the decisions can be distributed to all staff, providing any sensitive or demoralizing information has been sanitized. ## Metrics, facts, and figures Generally speaking these reports aren't expected to include facts, figures, graphs, or charts. Each person is expected to be monitoring those things themselves and then using them to back up their opinions or observations if asked. ## Report Format Reports from each person are supposed to include three main bullet-pointed sections focused on what that person's team or department has experienced since the last time they did a report. ### Achievements A bullet pointed list of positive events or goals that have been accomplished. ### Needs Improvement A bullet pointed list of major things holding the team back from achieving more. ### Todo A bullet pointed list of what the person thinks they and their team should do next based on the information they already have. For example, this is what they plan to do, based on their achievements and pain points, if nothing changes and they don't learn anything new. ### Basic example This example is oriented around something that's not work related to make the concept accessable for wider audience. In this case, the person submitting the report has recently moved into a new appartment. This example shows two reports from the same person, one week apart. #### Week 1 ##### Achievements - Bought a new refrigerator. - Got a raise at work. - Made friends with a new neighbor. ##### Needs Improved - Moving large appliances or boxes into the appartment is slow and prone to accidents. - The appartment is too disorganized or messy to have visitors. ##### Todo - Clean up the entry area and buy a couch. - Go bowling with the new friend. #### Week 2 ##### Achievements - Got rid of a ton of trash. - Moved all the boxes into a spare room so the living room can fit a couch and furniture. ##### Needs Improved - It's taking longer to clear out the living room than I expected. There isn't anywhere good to unpack and organize my stuff. - A different neighbor was upset about me filling the dumpster with trash. ##### Todo - Buy some shelving and cabinets. - Explain to the neighbor I just moved in and try to make a compromise since I'll have a lot of trash until I finish unpacking.