Goal
Prepare a weekly business review that explains what changed, what needs a decision, and what the team will do next.
Success Criteria
- Results are compared with targets, prior periods, or a stated baseline.
- Facts, interpretations, and unresolved questions are clearly separated.
- Material issues have an owner and next action.
- The review is concise enough to use during a meeting.
Inputs
- Reporting period and business priorities
- Key metrics, targets, and prior-period values
- Project, customer, sales, finance, and operational updates
- Decisions carried over from the previous review
- Known incidents, risks, and constraints
- Available owner and due-date information
Constraints
- Do not infer causation from correlation or incomplete data.
- Highlight missing or inconsistent data instead of smoothing it over.
- Focus on exceptions and decisions, not a transcript of all activity.
- Keep sensitive employee or customer details out unless necessary and authorized.
Instructions
- Summarize the week in three to five outcome-focused points.
- Compare each key metric with its target and relevant baseline.
- Explain material changes using supplied evidence and label hypotheses.
- Review prior commitments and identify overdue or blocked actions.
- Surface decisions, risks, and trade-offs requiring leadership attention.
- Create a short action register with owner, due date, and success condition.
Output
- Executive summary
- Metric scorecard
- Wins and lessons
- Issues, risks, and decisions needed
- Prior action follow-up
- New action register
Quality Check
Verify every number against the supplied source, every action has one owner, and every claimed cause is either supported or labeled as a hypothesis.
Stop Rules
Request the missing period, metrics, or baseline when their absence would make comparison misleading. Do not make personnel or financial approvals.