Task Overview

What: Compile and distribute weekly business performance reports

When: Every Monday by 10am

Who: Operations EA/Business Analyst

Time Required: 3-4 hours weekly

Prerequisites

• [ ] Access to all business systems and analytics
• [ ] Report template and format guidelines
• [ ] KPI definitions and targets
• [ ] Stakeholder distribution list

Step-by-Step Process

1. Data collection (1.5 hours)
   • Export data from CRM, analytics, and financial systems
   • Verify data accuracy and completeness
   • Calculate key performance indicators
   • Identify any data anomalies or issues
2. Analysis and insights (1 hour)
   • Compare current week to previous periods
   • Identify trends and patterns
   • Calculate variance from targets
   • Prepare executive summary of key findings
3. Report compilation (1 hour)
   • Use standardized template format
   • Create charts and visualizations
   • Write clear, actionable insights
   • Include recommendations for improvement
4. Distribution and follow-up (30 minutes)
   • Send report to stakeholder list
   • Schedule review meetings if needed
   • Archive report in shared repository
   • Set up tracking for action items

Quality Standards

• [ ] Data accuracy verified across all sources
• [ ] Report delivered on time every week
• [ ] Consistent format and presentation
• [ ] Clear, actionable recommendations included