FRIDAY REPORTS

and WEEKLY SNAPSHOTS

Excerpts from Mistakes Millionaires Make, by Harry Clark

Take the Entrepreneurial Risk Assessment at: www.pathwaypartnersllc.com

As the organization grows,

EFFICIENT

we want to make sure that there is

but

THOROUGH

communication between team members

TRUST

Since the organization is built on

we rely increasingly on

REPORTS

TO

where we are headed,

KNOW

what resources are needed,

and where

our opportunities

and threats exist

FRIDAY

REPORTS

The

are part of the many processes to help make us

a top performing team of professionals

WEEKLY

Every team member

will prepare a

REPORT to their team leader

EACH

The Friday reports

are to be written

SATURDAY

and due by

WEEK

NOON

0.5

It should be about

in length

TO 1.5

PAGES

and should cover the following

and

1

LOWLIGHTS

HIGHLIGHTS

from the projects

just the issues that are

EXCEPTIONAL

It should not cover all projects,

whether good or bad

of team members

2

ACCOMPLISHMENTS

Summarize exceptional

firm wide

exceptional

GIVE

something truly

when someone does

CREDIT

from reports and

3

USE

TAKE EXCERPTS

QUOTES

USE

If you receive reports from other team members,

like a superintendent’s report to a project manager,

feel free to take excerpts from their report and

QUOTES

Maybe the superintendent’s quote will make it

into the weekly snapshot for all to read!

as well as new

4

CUSTOMER

Cover

ISSUES

business development

issues

new team members

5

INTRODUCE

or personnel issues

State in the report if something is confidential

or sensitive so that it doesn’t get forwarded

or included in the Weekly Snapshot

6

WRITTEN

This is an opportunity

COMMUNICATION

SKILLS

to develop over time

PRIDE

Take

in your writing

PROOF-READ to make sure there are no errors

before sending the document

from projects, if applicable

7

INCLUDE

PHOTOS

8

WITHOUT

Please use email

when possible

ATTACHMENTS

and use Calibri 11 point font

WEEKLY

Just as all the team members

the CEO or COO prepares a

SNASHOT

prepare a Friday Report,

The Weekly Snapshot is prepared each week and

published Sunday night and

sent to all team members

They are typically 1-2 pages in length

and readable within 15 minutes

They include comments from various Friday Reports

as well as original content

It is an opportunity for the leaders to convey

cultural issues, priority reminders (safety, waste etc.)

Look for them to include praise of excellent

accomplishments or performance for individuals

The Weekly Snapshots closes this process to help us

know that we are all working together to make

us the best that we can be!

Learn more by reading my up-coming book

Or by taking the

Entrepreneurial Risk Assessment Survey at

http://pathwaypartnersllc.com/

Or by subscribing

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