(06) REPORTING SETUP
We tune the Friday update to your stakeholders, so the right people get the right numbers.
DURATION
3 working days
FORMAT
Remote sessions
PRICE
Included on Scale
BEST FOR
Teams with many stakeholders
(01) OVERVIEW
What this
really covers.
Status updates eat hours and still go unread. The Friday update works when each audience gets only what it needs.
We write templates with you, set who receives what, and tune the language so it sounds like your team.
One update, several readers
Executives want the date and the one risk worth knowing. Partner teams want what is changing for them. Your own team wants the detail. A single report tries to serve all three and ends up serving none.
So we split it. Each audience gets its own short version, drawn from the same log, so the numbers always agree.
After the first month
After that the update writes itself, and every past report stays searchable. Leads add a sentence at the top when they want to, and nothing else needs touching.
01
Report templates
Short templates for executives, partners and your own team.
02
Audience rules
Rules for who receives which update, and when.
03
Delivery schedule
Delivery on your schedule, by email or in Slack.
04
Archive setup
Every past report stored and searchable.
(03) HOW WE WORK
Close to your team,
from day one.
We begin by reading your last few status updates and asking the people who receive them what they actually use.
Templates are drafted in your words, then tested for two weeks alongside your current update. Readers tell us what to cut.
Once the templates are settled, delivery is scheduled and the archive is switched on.
THE CHALLENGE
Brightline's leads spent most of Friday afternoon assembling a status deck. It went to forty people, and most of them read only the first slide.
Partner teams wanted different numbers from executives, so the deck kept growing.
THE OUTCOME
Each audience now receives its own short update, written from the same log, so the numbers always agree. Executives read theirs in two minutes.
The leads got their Friday afternoons back, and replies to the update now ask about decisions instead of dates.
(05) HOW IT RUNS
Three steps, then you run it.
1
We agree who needs what, and how often.
2
We write the templates with your team.
3
We schedule delivery and set up the archive.
IN PRACTICE
Templates run beside your current update for two weeks before the switch.
