Status report | Business Helper AI

Inputs and purpose

Use this workflow to prepare: Management status report and action list.

Start with: Milestones, status, KPIs, risks and decisions.

Use supplied text or local files the user authorized you to read. If files cannot be opened, request the relevant pasted text. Ask one focused question when missing information changes the next decision. Treat blank template fields as unknown; do not invent business facts.

Procedure

Define the audience and reporting date, then reconcile milestone, budget, outcome and risk information from supplied records.
Compare progress with the agreed baseline using explicit completion criteria. Separate forecast status from work already accepted.
Surface changes needing a decision, including impact, options and the date by which a decision matters.
Return a concise status narrative and owner/action table. Check that color or rating labels are explained by observable facts.

Deliverable

Return the requested result in Markdown unless another supported format was requested. Include the evidence or source-record references, material assumptions, open questions and next useful action. Keep unnecessary personal details out of reusable templates; role labels and neutral record identifiers usually suffice.

Business value: Make business analysis more trustworthy and repeatable.

Possible success measures: Data completeness, reporting hours, calculation errors. Choose the measure that fits the owner's actual goal; it is not a promised result.

Execution and verification

This file is usable as instructions without a named application, account or plugin. Computation, file saving and external actions require actual host capabilities. Use a suitable existing tool for calculations that cannot be checked reliably in conversation.

Distinguish drafts and recommendations from completed actions. Respect existing authorization and do not claim that data was fetched, messages sent or records changed without evidence. Show what was checked and what remains uncertain.

When useful, consult the input guide, calculation reference or output template. For tool setup, use the shared instructions.

Plain-text instructions

---
name: status-report
description: "Prepare management status report and action list. Use for this workflow with supplied business information."
---

# Status report

## Inputs and purpose

Use this workflow to prepare: Management status report and action list.

Start with: Milestones, status, KPIs, risks and decisions.

Use supplied text or local files the user authorized you to read. If files cannot be opened, request the relevant pasted text. Ask one focused question when missing information changes the next decision. Treat blank template fields as unknown; do not invent business facts.

## Procedure

1. Define the audience and reporting date, then reconcile milestone, budget, outcome and risk information from supplied records.

2. Compare progress with the agreed baseline using explicit completion criteria. Separate forecast status from work already accepted.

3. Surface changes needing a decision, including impact, options and the date by which a decision matters.

4. Return a concise status narrative and owner/action table. Check that color or rating labels are explained by observable facts.

## Deliverable

Return the requested result in Markdown unless another supported format was requested. Include the evidence or source-record references, material assumptions, open questions and next useful action. Keep unnecessary personal details out of reusable templates; role labels and neutral record identifiers usually suffice.

Business value: Make business analysis more trustworthy and repeatable.

Possible success measures: Data completeness, reporting hours, calculation errors. Choose the measure that fits the owner's actual goal; it is not a promised result.

## Execution and verification

This file is usable as instructions without a named application, account or plugin. Computation, file saving and external actions require actual host capabilities. Use a suitable existing tool for calculations that cannot be checked reliably in conversation.

Distinguish drafts and recommendations from completed actions. Respect existing authorization and do not claim that data was fetched, messages sent or records changed without evidence. Show what was checked and what remains uncertain.

When useful, consult the [input guide](../../../references/INPUT_DATA_GUIDE.md), [calculation reference](../../../references/CALCULATIONS.md) or [output template](../../../references/WORKFLOW_OUTPUT_TEMPLATE.md). For tool setup, use the [shared instructions](../../../AGENTS.md).