Teams usually use weekly status reports to summarize what has been accomplished in a previous week and to define and establish expected goals, objectives and challenges for the upcoming weeks.
A well-structured weekly status report can often lead to better organizational management, productivity, transparency, accountability and cohesion. Unfortunately, weekly status reports are perceived as a time waster or as a sign of micromanagement in some industries. However, when the proper processes, tools and culture are in place, it serves as a steppingstone for an organization to achieve agility. In this article, we will look at a free weekly status template on excel, a relatively simple solution that can help simplify the process and achieve better long-term visibility of a person’s and an organization’s success.
GPetrium’s Weekly Status Report Template (Weekly Status Template) is a free excel tool that facilitates the build out of a progress report. The tool is designed to track weekly progress to help drive individuals, teams and organizational success. From an individual perspective, the report that comes out of the tool can also be used to support the performance review process (refer to the following article on Performance Review), ensure clear communication with the team, and manage interested individual’s expectations. Before implementing such tool within your company, it is important to account for your team’s current needs, processes, culture, goals, and technology used.
The tool is divided into 3 key segments, the ‘Report’, ‘Database’ and ‘Config’. The information written in the database helps to populate the report. In the future, GPetrium will release a premium version of the tool which features a dashboard to support a historical visual understanding of your weekly status reports.
The report is segmented into 5 differing parts: Objective Progression, Last Week’s Accomplishments, Plans for the Week, Risk Monitoring and Control, and Notes.
Below are some information on each column and circled item depicted in the image above:
For an easy print shortcut, press CTRL+P. Otherwise, go to File > Print. Once in the print pane, follow these settings: “print active sheet, collated, landscape orientation, letter, normal margins, and no scaling (as stipulated in the picture below).
The information seen in the ‘Report’ tab is populated through the ‘Database’ tab. There are currently 11 columns that can be populated into the ‘Database’ table. Below we will look at each column:
This section helps to configure the drop-down list for [Mitigation], [Progress], [Confidence] and [Type]. If you would like to decrease or increase the number of options in the config tab, you will need to change the Data Validation for that column, please refer to the Q&A for more information on how to modify such columns.
A good Weekly Status Report can be a part of the solution to drive increased team productivity and visibility. The Weekly Status report in excel provides a baseline for clients of all sizes to move in the right direction towards maintaining better data control, improved processes, automating tasks and facilitating weekly report creation.
Q: I have updated the dataset, unfortunately the Dashboard did not update. What do I do?
A: To maximize cybersecurity, the team did not use VBA/macros for the solution. Therefore, in order to update the dashboard, you will need to go to ‘Data->Refresh All’.
Q: I tried to add a new drop-down item to the [Title] Config tab, unfortunately, it does not appear on the Sales Data.
A: The drop-down system is based on the ‘Data Validation’ excel feature, it restricts the entries based on a subset of cells that have been chosen. To recalibrate, you will need to choose all cells in that respective column then on the access toolbar go to ‘Data->Data Validation->Settings’ and change the Source to cover all the items you expect to have on the drop-down.
Q: My Accomplish/ Progression/ Plans/ Risk/ Notes are not visually appealing or are being cut-off and I think the culprit is the length of the sentence. What can I do?
A: The tools is meant to be short and concise to facilitate end-user reading and creation of report. If there is a need to write more, GPetrium encourages users to use the Notes column to provide further context or use the comments column in the ‘Database’.