Daily Report Template for Beginners: Write Facts, Insights, Questions, Plans and Review a Week

Team & People

Daily Report Template for Beginners: Write Facts, Insights, Questions, Plans and Review a Week

New hires use this daily report template for beginners to write a 10-minute end-of-day report in four parts: facts, insights, questions and tomorrow's plan. Over four pages, you set the purpose and reader, read a good example of each part, and rewrite the bad ones in your own words. Then you write five days, Monday to Friday, while your manager replies with comments. Next you sort a week of notes into decide yourself, ask, and report now, sum the week up with YWT, and spot your writing habits with your manager. Last, you give each question an owner and a deadline and plan next week. The task board has four columns - before writing, writing, awaiting manager review, reply read - with 4 parent tasks and 12 subtasks. If you do not know what to put in a daily report, start by filling one line in each of the four frames in the last 10 minutes of the day. Your manager can comment the next morning in a limited-visibility team.

0 Likes 0 Copies Author: WeProcess
daily report daily report template how to write a daily report new hire training report and consult
Other language versions
Sign up free and use this template

Once you have a free account, you can copy this template from the marketplace

Whiteboard preview

Preview mode Daily Report Template for Beginners: Write Facts, Insights, Questions, Plans and Review a Week
Sign up free and use this template

Whiteboard preview

① Report purpose, reader and time (st... ② Facts (what you did today) ③ Insights (what you learned) ④ Questions (what is troubling you) ⑤ Tomorrow's plan (what you will do) ⑥ Rewrite the bad examples (look at t... ⑦ Five days of reports (write the fou... ⑧ Good points (your manager writes) ⑨ Questions (your manager writes) ⑩ Advice (your manager writes) ⑪ Decide yourself (move from ⑦) ⑫ Ask (move from ⑦) ⑬ Report now (move from ⑦) ⑮ Writing habits found when reading b... ⑯ Who to ask (for each note in ⑫) ⑰ By when ⑱ How to report ⑲ Task table for your questions (up t... Daily Report Temp... How to use (4 pag... Facts, what you did Insights, what yo... Questions, trouble Tomorrow's plan, ... 1/4 Set up your repor... Ctrl+F / ⌘F : 2/4... → 2/4 2/4 Write five days o... ↙ 3/4 Why you writee.g. To tell my manager about my day and raise trouble early Who reads ite.g. My manager (a senior on the team). Reads and replies by 9 a.m. next day When and how longe.g. The last 10 minutes of the day. Start at 5:50 p.m., send at 6:00 Good example: Made 3 quotes. Sent 2, and 1 is waiting for my manager's check Tip: Write numbers and results. Skip 'worked hard' e.g. Replied to 5 customer inquiries (by 2 p.m.) Your line: ____ Good example: Looking at last time's file got me the quote prices 10 minutes sooner Tip: Write what will help the next time you do the same job e.g. Putting the conclusion first meant fewer follow-up questions Your line: ____ Good example: Company A's deadline is 2 days shorter. I need to know by noon tomorrow if I can extend it Tip: Write what you are stuck on and by when you need an answer e.g. There are 2 invoice formats and I do not know which to use Your line: ____ Good example: Finish 1 quote in the morning and send it to my manager by 11 Tip: Write what, by when and how far e.g. Finish replying to inquiries by noon Your line: ____ Bad example What is missing Rewrite in your o... Bad fact e.g. Did lots of tasks e.g. What, how many, how far Rewrite: ____ Bad insight e.g. It was a good lesson e.g. What you found and how you will use it Rewrite: ____ Bad question e.g. I am a bit stuck e.g. What is wrong and by when you need an answer Rewrite: ____ Fact Insight Question Tomorrow's plan Monday e.g. Made 3 quotes. Sent 2 e.g. Last time's file got me prices sooner e.g. I need to know by noon tomorrow if Company A's deadline can move e.g. Send the last one by 11 Tuesday e.g. Replied to 5 inquiries e.g. Conclusion first means fewer follow-ups e.g. Two invoice formats and I am unsure e.g. Ask my manager to check the invoice Wednesday e.g. Reported progress at the weekly meeting e.g. Starting with numbers kept it short e.g. None (write 'none' on days with no questions) e.g. Start a draft of the proposal for Company B Thursday e.g. Drafted half of the proposal e.g. Deciding on the charts first makes writing easier e.g. The deadline is Friday and I worry I will not make it e.g. Finish the other half by 3 p.m. Friday e.g. Sent the proposal to my manager e.g. Raised my questions earlier this week e.g. I want to set next week's work order together e.g. Write this week's plan on Monday morning e.g. Monday's question had a deadline, so I could answer at once e.g. Tuesday's insight will help others on the team too Tip: Name the day and the frame, then praise e.g. Wednesday's progress: how far along is it, in percent? e.g. What would make Thursday's worry go away? Tip: Ask so that the answer fits on one line e.g. Add numbers to facts so the reader gets it at a glance e.g. For a close deadline, say it out loud instead of waiting for the report Tip: One piece of advice a day. More is too much to fix 3/4 Sort questions, s... → 4/4 4/4 Add owners and de... e.g. How to arrange the charts in the proposal e.g. The order of replies to inquiries How to decide: Put here what has a past example or a manual Your note: ____ e.g. Which invoice format to use e.g. Next week's order of work How to decide: Put here what affects others if you decide alone Your note: ____ e.g. Company A's deadline is 2 days shorter e.g. The risk of missing a deadline How to decide: Tell right away, without waiting for the report, if it involves customers, money or deadlines Your note: ____ ⑭ Sum up the week... YWhat I did e.g. Sent 3 quotes and 1 proposal e.g. Replied to 5 inquiries e.g. Wrote my report in 10 minutes every day WWhat I learned e.g. Looking at last time's file makes work faster e.g. A question with a deadline gets answered quickly e.g. Deciding on the charts first speeds up writing TWhat to do next e.g. Open last time's file before starting a quote e.g. Decide the charts before writing a proposal e.g. Write the week's plan on Monday morning Habit found Days it showed up Idea to fix it Habit 1 e.g. Facts have no numbers e.g. Wednesday, Thursday e.g. Always add one count or percentage Habit 2 e.g. Questions have no deadline e.g. Tuesday, Thursday e.g. End with 'I need to know by ...' Habit 3 e.g. Urgent items go in the report e.g. Monday e.g. Tell anything that fits ⑬ as soon as you notice it e.g. Invoice format -> the person in accounting e.g. Next week's order of work -> my manager Your question: ____ -> Person: ____ e.g. Invoice format -> by Wednesday noon e.g. Next week's order of work -> by Monday 10 a.m. Tip: Write the day and the time e.g. Write the chosen format in the fact frame of that day's report e.g. Tell the order of work in 1 minute at the morning meeting Tip: Write who you tell and where What to ask Owner Deadline What done looks like Question 1 e.g. Decide the invoice format e.g. Me (ask accounting) e.g. Wednesday noon e.g. One format is chosen Question 2 e.g. Decide next week's order of work e.g. Me (ask my manager) e.g. Monday 10 a.m. e.g. The order of work is lined up on the task board Question 3 Question: ____ Owner: ____ Deadline: ____ Done when: ____ Question 4 Question: ____ Owner: ____ Deadline: ____ Done when: ____ ⑳ Your day next w... Habit to fix e.g. Always put one number in the fact frame Write before leaving e.g. Write the four frames in 10 minutes from 5:50 p.m. Manager replies e.g. Your manager replies with one comment by 9 a.m. next day Read back on Friday e.g. On Friday evening, read the five days and check the habit is fixed → 2/4 Write five days o... ↙ 3/4 Sort questions, s... → 4/4 Add owners and de...
100%

Drag to move, scroll to zoom

Task board contents

Before writing 16 items

Set up your format
Write five days
Sort your questions
Set owners, dates
Set goal and reader
Read good examples
Rewrite bad ones
Write in 10 minutes
Manager replies
Apply the comments
Sort into 3 boxes
Sum up with YWT
Log writing habits
Pick who and when
Tabulate questions
Plan next week

Writing 0 items

Awaiting manager review 0 items

Reply read 0 items

Related templates

← Back to templates