Weekly status report
Engagement status from the plan, risks and decisions
How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Reads the workplan, the issue log and the meeting notes
Drafts the weekly client status report from the workplan, the risk log and the decisions taken
Drafts the report sections and the asks
Shows what was delivered, what slipped and what the client owes the team this week
Sends it to the engagement manager for edits
Keeps the format identical week to week so the steering committee reads it in a minute
Works in
Asana, MS Teams, Box
Asana, MS Teams, BoxWhat it does
- Drafts the weekly client status report from the workplan, the risk log and the decisions taken
- Shows what was delivered, what slipped and what the client owes the team this week
- Keeps the format identical week to week so the steering committee reads it in a minute
Connects to
Need it to work differently?
Every agent can be changed: the steps it takes, the systems it uses and who approves what.