We've compiled a best practices guide to answer any questions you have about weekly status reports and how you can run them with your team.
What is a weekly status report?
A weekly status report is a quick and easy way to understand what's going on at work. Every week, your team will answer a few quick questions about what they accomplished during the week. The goal of these reports is to provide a snapshot of someone's output & performance, and what they aim to accomplish in the future.
Why should I do this?
A weekly status report is the minimum amount of information needed to keep everyone on the same page. If you don't share information on a regular basis, people will feel out of the loop and have trouble understanding what's going on. This can impact performance and morale.
Additionally, status reports helps align a team and benchmark the pace of progress over time. If you are a manager and don't have basic reporting of progress in place, you will struggle at your job.
When should I run a weekly status report?
We recommend running a weekly status report at the end of the week. Typically, most companies we work with ask their employees to do this on a Friday morning or afternoon before they leave for the weekend. You can see how easy this is to setup in Friday.
What questions should I ask?
We recommend the following questions in your weekly status reports:
What did you accomplish this week? (open-ended)
What priorities do you have for next week? (open-ended)
Any blockers? (open-ended)
As you roll out this process, you can add and remove questions over time. If you use the Friday template, you can customize a variety of questions, like emojis, open-ended responses, and more. Here's an example screenshot of our question builder.
What can I customize?
Friday workflows are completely customizable. For example, you can change the following options:
Who should fill it out - choose people who need to give an update
Questions - pick from a variety of types like sentiment, emojis, yes/no, open-ended, and more
Timing - day of week, time of day, etc
Notifications - where should the status update responses be sent?
Easily run reports and track completion rate over time
Export data to CSV/PDF
Roll up responses to an employee profile
We are confident that Friday can save you hours every week and help you understand what's going on at work.
What are best practices when running weekly status reports?
There are a few best practices to make the most of this information sharing event at work. We've shared our top tips below:
1.) Use these reports to save time in meetings - meetings are great for collaboration, not basic information sharing. Use a weekly status report to guide discussion in your Monday staff meetings.
2.) Roll up responses at employee level - after a few months of reporting, rollup the responses per employee and see exactly what someone's contributions were over a given period of time.
3.) Document output, not activity - encourage the team to document output vs. activity. This is a major lesson we learned in the book, High Output Management. It's not useful to see a list of activities someone completed for the week.
4.) Keep it simple - Don't reinvent the wheel. The more questions you ask, the more likely someone is to not complete the update. Limit the report to 3-4 questions.
5.) Map work to a higher-level goal - how did the day-to-day work contribute to a higher-level purpose, goal, or company strategy? Make sure to document why you are working on a particular item. If you use Friday, you can use #hashtags to help.
6.) Pull in work from third-party tools - if you use project management tools like Asana or Jira, make sure to link to the appropriate activity if someone wants to learn more.
Automate weekly status reports
Stop asking your team to complete updates and wasting time compiling reports. Let Friday handle it for you.
Save time completing updates
The weekly status report is deeply integrated into workplace tools you already use, like Slack, Teams, and project management apps.
Easily measure and track results over time. Our charts & graphs will help you figure out if things are trending in the right direction.
With Friday, you can customize every aspect of the weekly status report (questions, reminders, notifications, and much more).