Skip to content

Monthly Report

Monthly Report for Stakeholders

AI Tool: ChatGPTCategory: Reports

A monthly narrative: plan vs actual, variance, and next month's bets — in language non-specialists get.

The Prompt

Write a monthly stakeholder report.

Function: {{function}}
Month: {{month}}
Plan vs actual:
{{numbers}}
Narrative notes:
{{notes}}
Next month bets: {{bets}}

Sections:
1. In one paragraph: did we do what we said?
2. Variance table
3. Three stories (one win, one miss, one learning)
4. Next month: 3 bets with leading indicators
5. Asks

Plain English. No unexplained acronyms. No hockey-stick charts in prose.

Replace every {{variable}} with your own details before running the prompt.

Variables to fill in

5 variables

{{function}}required
Team or department.
{{month}}required
Month.
{{numbers}}required
Plan vs actual.
{{notes}}
What happened.
{{bets}}
What you will try next.

Scroll to see every variable.

Best for

  • Managers
  • Founders
  • Agencies