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Manager Weekly Report Checklist Template

This checklist should be run weekly to collect each week's data.

Introduction to Manager Weekly Report Checklist Template:

Details:

Enter checklist details

This Week's Data:

Recap wins/losses

Track employee performance

Report noteworthy customer feedback

Enter weekly labor cost

Calculate net profit margin

Describe scope of items carried over

List priorities set for upcoming week

Report Summary:

Detail conclusions of weekly reports

Approval: Assign to management team

Transmit checklist to HQ

Sources:

Related Checklists:

Introduction to Manager Weekly Report Checklist Template:

Let's be honest: weekly reports are a pain.

That said: weekly reports are a vital method of communication between employees, managers, and other departments within the company.

You're already familiar with financial reports; every business is required to report their finances in line with GAAP (generally accepted accounting principles) regulations.

Financial reports give you a general overview of your company, but if you want specific insights on operations and performance, you need to use management reports as well.

Management reports may seem like an unnecessary expense, but they actually provide your team with crucial information that improves responsiveness, decision-making, and efficiency.

But isn't that just more paperwork for your managers to do each week?

If you ask just about any manager if they'd like to make their reporting more efficient, the answer would be a resounding YES. That's where this Manager Weekly Report Checklist Template comes in.

At Process Street, we've designed a checklist template that combines both financial and management reporting in one place, allowing your managers to kill two birds with one stone. Not only that, at the end of the checklist, they can automatically send the compiled details to the necessary department.

This checklist is designed to be run at the end of the work week to give your managers a way to easily reflect on their productivity.

By documenting their successes as well as failures, managers can use that information to create a more detailed and effective plan for future goals and projects.

Knowing where your business sits in relation to last year's numbers - and why - is an essential part of keeping your company running like a well-oiled machine. Everything from the weather, to a competitor's new strategy, to which employees were out sick that day impacts your performance.

Being aware of these factors will not only ensure you're more prepared in the future, but also give you a more accurate picture of the overall health of your company.

Every company is unique, and every industry has its specific concerns. This template, however, is designed to be broad enough that you can adapt it to your managers' needs, but also specific enough that you can use as is if you choose.

What is Process Street?

Process Street is super-powered checklists.

It's easy to use business process management (BPM) software that allows you to create, document, and follow processes that will create efficiencies and increase productivity within your business.

Getting started with Process Street!

Create a checklist template and run individual checklists for each member of your team. Check tasks off as you work through them, set deadlines, add approvals, assign tasks, and track each team member's progress.

You can also connect to thousands of Apps through Zapier and automate your workflows even more.

Details:

This section deals with inputting all the essential information about the report.

The first task has a stop task in place to make sure nothing gets left out.

A stop task stops a checklist at a particular point, preventing any task after that point from being completed until the stop task is complete.

Check out the video below for more details.

Enforce order checklists

Enter checklist details

First things first - you want a record of all the pertinent details:

Who is running the report?
What is the report about?
When is it being run?
Where is it being run from?
Why is it being run?

This section will make sure those questions are answered.

Process Street's form fields make it easy to collect information quickly and efficiently. This task uses several form features such as date fields, short text fields, and a dropdown field.

For week starting

Report date

Manager name

Location

1

#432 Tampa
2

#289 Melbourne
3

#118 Tallahassee

This Week's Data:

This checklist functions in two ways:

Collecting data on the previous week's projections, metrics, and data
Preparing for the upcoming week by focusing on what needs to be accomplished.

One way to make your checklist more powerful is the integration of spreadsheets.

You can connect your data to Google Sheets documents via Zapier to import or export your data, which can be useful if you want to chart results over a period of time.

If you want to edit this checklist template and its features (short text, email, dropdown, date entry, etc.) that's easy to do by clicking on the "edit template" button.

To learn more, check out the video below, or read our how-to guide.

How to make the most of your templates through customization!

Recap wins/losses

Once the basics have been established, it's important to get a general overview of how your team performed as a whole.

Obviously you want to know what went well, but failures are a valuable learning experience, too.

Documenting them here, managers are able to evaluate their own mistakes, and then develop plans to correct them. Hindsight is 20-20, after all.

Taking such a proactive stance will give them more confidence in the future. The next time they face the same obstacle, they'll know exactly what they need to do.

Additionally, by including these plans in the weekly report, you'll be able to offer advice or improvements on the plan. What was a negative has been re-framed as a mentoring opportunity.

(Source)

What went well last week?

What needs to be improved?

The following question make use of the conditional logic feature.

Conditional logic is a powerful feature that allows you to create truly dynamic checklists with if-this-then-that logic.

In the example below, if the answer is "yes", then two additional questions appear requesting more details.

Did anything specific inhibit overall productivity?

1

Yes
2

No

Describe situation

How do you plan to avoid in future?

Track employee performance

Measuring employee performance is essential to a successful company.

The U.S. Department of Labor puts the cost of a bad hire around at least 30 percent of that employee's first-year earnings.

But it's not just one employee; when one person doesn't pull their weight, the rest of the team bears the brunt.

If your managers can't identify your strongest performers, or which are below standard, they aren't properly engaging with their subordinates, decreasing overall morale.

Low morale has a knock-on effect influencing productivity, turnover, and earning potential.

Which employee performed the highest?

1

Natasha
2

Wanda
3

Tony
4

Bruce
5

Steve

Acknowledgement given

Which employee performed the lowest?

1

Natasha
2

Wanda
3

Tony
4

Bruce
5

Steve

Action taken

Which employee has shown the most improvement in performance?

1

Natasha
2

Wanda
3

Tony
4

Bruce
5

Steve

Contributing factors

Additional notes on employee performance

Report noteworthy customer feedback

So you've successfully converted your leads into customers, but it doesn't stop there. Customer satisfaction is a continuous process, and if you can't meet their needs, your customers will find someone who will without a second thought.

The best way to know how your customers feel about your company is simple: ask them.

Asking for customer feedback gains valuable insight, but also makes your customer feel valued. Valued customers are happy customers, and happy customers are loyal customers.

This translates into higher profits, as well as improved processes, products, and procedures.

When it comes right down to it, you can't afford to not ask your customers for feedback.

Most common positive feedback from customers

Most common negative feedback from customers

Can you implement a solution now?

1

Yes
2

No

How have you responded to customer feedback?

1

Corrected issue in-house
2

Requested materials to resolve issue
3

Forwarded proposed action for approval
4

Forwarded feedback to appropriate department

Enter weekly labor cost

Labor is expensive.

A study by Deloitte revealed that companies overspend an estimated $30 million a year on labor costs - up to 50-60 percent of a company's budget!

If you don't have a good handle on your labor expenditures, you might as well be throwing your capital away.

By closely monitoring your labor costs, however, you will gain an accurate picture of where your money is going - and how best to redistribute it.

Last year's actual labor cost

Projected labor cost for week

Actual labor used

Which factors contributed to the discrepancy?

1

Unusual traffic
2

Scheduling error
3

Special event
4

Callouts
5

Attrition
6

Human error
7

Technical error
8

Other

Describe "other"

Could it have been avoided?

1

Yes
2

No

Calculate net profit margin

(Source)

The best way to determine the overall health of your company is with your profit margin. No matter how much income you have, if your profit margin is low, your business isn't operating at peak productivity.

This task contains the basic points you'll want to keep track of: revenue, expenses, and net profit margin.

You can also use automations to reduce reduce errors and costs by automatically exporting this data to a spreadsheet once the task is completed.

Last year's net profit margin

Week's projected revenue

Week's actual revenue

Week's expenses

Week's net profit margin

Document any unusual expenses

Describe scope of items carried over

Ideally, we would all complete every task perfectly when we wanted to have it completed.

Practically, for various reasons, this doesn't always happen. These tasks still need to be done, however, which makes it necessary to incorporate them into any future plans.

This task not only facilitates that, but also explores why those tasks weren't completed in the first place.

Were any tasks left incomplete?

1

Yes
2

No

What tasks weren't completed?

Why weren't they completed?

Do they need to be added to next week's plan?

1

Yes
2

No

Are there ongoing projects?

1

Yes
2

No

Detail project goals to be met in upcoming week

List priorities set for upcoming week

Everyone with a blog has posted an article with tips on achieving more in less time by listening to "focus" playlists or bribing yourself with rewards.

Increasing productivity is actually pretty simple: assign fewer tasks.

Too many tasks at a time lead to an employee feeling overwhelmed. They may experience self-defeating thoughts that lower their belief that tasks are actually manageable.

Belief drives behavior. Smaller goals seem more achievable, even if they require the same, or more, work than a single, large goal.

Going through a process one step at a time rather than getting bogged down with the whole process increases accuracy and efficiency.

What are the top 3 tasks that MUST be completed?

Additional important tasks

The text box below uses variables to pull information already entered into a nice summary.

This feature saves your employees time by only requiring them to enter information once and still have it appear throughout the checklist.

Variables are an easy way of displaying ‘variable’ information that is unique to each checklist of a template.

Report Summary:

This section includes a task that uses approvals. A stop task has also been placed on the approval.

In this case, that will ensure the checklist can't be completed until the entire management team approves the report conclusions.

Approvals can be assigned to a specific person, a team of people, or separate individuals.

Approvals let you streamline any processes that need authorization by another person. With this feature, hand-offs will become a breeze!

Check out the video below for more details.

Save time by automating your approvals!

Detail conclusions of weekly reports

(Source)

This task uses Zaps to determine percentages. A Zap is an automated workflow that connects your apps and services together.

Zapier will pull data from the rest of the checklist, calculate the percentages, and automatically enter them into the field below.

This will save your managers loads of time - and reduce the possibility of human error.

Difference between projected and actual labor (percentage)

Difference between projected and actual payroll (percentage)

Difference between projected and actual profit margin (percentage)

How does this compare to last year's numbers?

1

Improvement
2

No change
3

Decline

Approval: Assign to management team

Detail conclusions of weekly reports
Will be submitted

Transmit checklist to HQ

Once again, variables are used to create an email using the email widget. Once your manager hits "send", the email will open in their program, ready to send.