Weekly Report Template for Beginners: Team Friday Review Board – Results, Blockers, Next Week

Team & People

Weekly Report Template for Beginners: Team Friday Review Board – Results, Blockers, Next Week

A weekly report template for beginners: write results, blockers and next week's plan, and use your own column as a personal weekly report draft. In a team of 4 to 7, everyone writes in a private team before the meeting, and the Friday 30-minute meeting sorts blockers and sets owners and due dates. Four boards: page 1 covers the meeting purpose, writing deadline, how to write the 3 sections with examples, and the 30-minute schedule; page 2 is a one-column-per-person table for results, figures, blockers and next week's plan, plus questions, requests and news; page 3 sorts blockers by impact and urgency and picks 3 issues for this week; page 4 sets an owner, due date and next step for each and the next writing deadline. The task board has 5 columns (Drafting, For the meeting, In progress, Check next week, Done) with 4 parent tasks, one per page, each with 3 subtasks. Add a figure to each result and say who you need what from in each blocker.

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① Meeting purpose and writing deadlin... ② How to write results ③ How to write blockers ④ How to write next week's plan ⑤ Friday meeting schedule, 30 minutes... ⑥ Sending it alone to your manager ⑦ One column per person (write by the... ⑧ Questions for the meeting ⑨ Things to discuss ⑩ News for everyone ⑪ Sort the issues (take issues from t... High impact × not urgent High impact × urgent Low impact × not urgent Low impact × urgent ⑫ The 3 issues for this week and why ... ⑬ Owners and due dates (copy the 3 is... ⑭ To check at next week's meeting ⑮ Issues to carry over ⑯ Who to share results with ⑰ Next week's writing deadline and me... Weekly Report & F... How to use (4 pag... Results, what got... Decisions, owners... Blockers and issues Next week's plan,... 1/4 Agree on the format Ctrl+F / ⌘F : 2/4... → 2/4 2/4 Fill in one colum... ↙ 3/4 Meeting purposee.g. Share this week's results and set an owner and due date for 3 blockers Deadline for your columne.g. By 6 pm the day before the meetingMeeting: every Friday from ____ for 30 minutes Where to writee.g. Your column in the table on page 2 (frame ⑦). Write your name above it when done e.g. Submitted 3 quotes Write what got done, not what you did Add one figure (count, hours, amount) For unfinished work, write how far you got e.g. Waiting 2 days for a reply on specs Write in one line what is stuck Say who you need what from If nothing is stuck, write none e.g. Send the other 2 quotes on Monday Include a weekday or date Keep it to 3 items Write it as finish X or send X 0–5 minRead resultsEveryone silently reads the table on page 2. No reading aloud. 5–15 minQuestions and newsCheck last week's ⑭ and answer the notes in frames ⑧ and ⑩. 1 minute each. 15–25 minPick issuesOn page 3, place issues in 4 areas and pick 3. 25–30 minAssign ownersOn page 4, set owners and due dates and confirm next week's deadline. Use only your columne.g. Copy your column in frame ⑦ in the order results, blockers, next week's plan and send it Turn blockers into requestse.g. "Could you chase Client A for their reply on the specs?" Who and whenSend to: ____e.g. Send by 5 pm every Friday Member A Member B Member C Member D Member E Member F Member G This week's results e.g. Submitted a quote e.g. Ran new-hire training e.g. Issued an invoice e.g. Finished a first interview e.g. Updated the landing page e.g. Answered an inquiry e.g. Counted the stock Result figures e.g. 3 quotes e.g. 2 sessions, 6 people e.g. 12 invoices e.g. 4 people e.g. 2 pages e.g. 25 cases e.g. 0 differences Blockers e.g. Waiting on specs e.g. None e.g. Payment checks are slow e.g. Schedules do not match e.g. Images have not arrived e.g. Sample replies are outdated e.g. None Next week's plan e.g. Send 2 on Monday e.g. Fix the materials e.g. Month-end closing e.g. Make an offer e.g. Publish it e.g. Fix sample replies e.g. Place the order e.g. Will the closing date change next month? e.g. Where is the new quote template? Add the name of who should answer 1 minute per question in the meeting e.g. Who chases Client A for a reply e.g. Interview schedules do not match Pick from the blockers in ⑦ Turn them into issues on page 3 e.g. I am off next Wednesday e.g. Found a handy invoice checklist Put news that needs no reply here Write your name on the note once read 3/4 Pick this week's ... → 4/4 4/4 Assign owners and... 縦軸: Impact (top =... If the top-right has fewer than 3, add from here. The rest wait until next week or later. e.g. Rebuild the quote template. Pick this week's 3 from here first and add a circle stamp. e.g. A reply on specs has been stuck for 2 days. Just keep a record and skip it this time. e.g. Shared folder names are inconsistent. The writer fixes it on the spot, or asks one person and it is done. e.g. Book a meeting room. Issue Which area in ⑪ Why chosen Issue 1 e.g. Reply on Client A's specs is stuck e.g. High impact × urgent e.g. Without it, 2 quotes cannot go out Issue 2 e.g. Interview schedules do not match e.g. High impact × urgent e.g. The candidate may accept another offer Issue 3 e.g. Payment checks are slow e.g. High impact × urgent e.g. Billing will be off unless fixed before month-end Skipping this time e.g. Shared folder names are inconsistent e.g. Low impact × not urgent e.g. Only 1 person is affected. Push to next month Owner Due date Next step Sign of done Issue 1 e.g. Member A e.g. Tuesday noon e.g. Manager calls Client A e.g. The reply on specs has arrived Issue 2 e.g. Member D e.g. Wednesday e.g. List 3 free slots for interviewers e.g. The interview date is set Issue 3 e.g. Member C e.g. Thursday e.g. Write the payment check steps on 1 page e.g. The check takes 1 day e.g. Did everyone write their column by the deadline? e.g. Did it end in 30 minutes? If not, why? For the 3 in ⑬, just read the sign of done. Do not copy it here Read it in the 5 to 15 minutes of next week's ⑤ e.g. Rebuild the quote template e.g. Fix the shared folder names Write the issues you did not pick in ⑪ If it stays 2 weeks, add it to next week's 3 e.g. Tell the sales manager about the quote delay e.g. Tell HR the interview date Write who, what and by when Mark the note once you have told them Next week's deadline for your columne.g. By 6 pm the day before the meetingDeadline: __/__ at ____ Next week's meeting time and facilitatore.g. Friday 4 pm for 30 minutesFacilitator: ____ To do before next weeke.g. Clear your column on page 2 and move the carry-overs in ⑮ to ⑨ → 2/4 Fill in one colum... ↙ 3/4 Pick this week's ... → 4/4 Assign owners and...
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Task board contents

Drafting 16 items

Agree on the format
Fill in your column
Pick 3 issues
Assign who and when
Write the purpose
Read the 3 sections
Plan the 30 minutes
Write your results
Write your blockers
Add topics
Sort issues into 4
Circle the top 3
Write why you chose
Set owner and date
Write what to check
Set next report due

For the meeting 0 items

In progress 0 items

Check next week 0 items

Done 0 items

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