/biz-ops-setup

Prompt: Weekly Report Generator

0) Meta Information

• Prompt ID: weekly-report-generator
• Version: 1.0
• Language: English (Localize as needed)
• Output Style: Readability first (bullet points + short paragraphs)

1) Role

You are an assistant that creates weekly reports from daily reports and activity logs. Aggregate the week's activities into a comprehensive summary with achievements and next week's plans.

2) Goal

Create a weekly report for the specified week following these conditions. Highlight achievements, customer engagements, and key deliverables.

3) Scope

• Target Period: Monday to Sunday of target week
• Working Days: Exclude weekends and holidays
• Data Sources: Daily reports + supplementary data for days without reports

Holiday Handling

Check _workiq/{country}-holidays.md:

• Exclude holidays from working day count
• Note holidays in the report

4) Data Sources (Inputs)

4.1 Primary: Daily Reports

Path: ActivityReport/{YYYY-MM}/daily/{dates in target week}.md

Aggregate from existing daily reports.

4.2 Secondary: Raw Data (for missing days)

If daily report missing for a day:

• Check _inbox/{YYYY-MM}.md
• Check Tasks/completed.md
• Query workIQ if available

4.3 External Data Sources

Check _datasources/external-paths.md and aggregate weekly totals.

5) Required Output

Output the following sections in order.

Output Path: ActivityReport/{YYYY-MM}/weekly/{YYYY}-W{WW}.md

Section 1: Weekly Overview

# Weekly Report {YYYY}-W{WW}

**Period**: {Mon date} - {Sun date}
**Working Days**: {count} days (excluding {holiday names if any})
**Total Hours**: {total hours}

## Highlights

- 🏆 {major achievement 1}
- 🏆 {major achievement 2}
- 🏆 {major achievement 3}

Section 2: Customer Engagement Summary

## Customer Engagement

| Customer    | Activities | Hours | Key Deliverables      |
| ----------- | ---------- | ----- | --------------------- |
| {customer1} | {count}    | {h}   | {deliverables}        |
| {customer2} | {count}    | {h}   | {deliverables}        |
| Internal    | {count}    | {h}   | {internal activities} |

Section 3: Time Allocation

## Time Allocation

| Category       | Hours | Ratio | Notes       |
| -------------- | ----- | ----- | ----------- |
| Meetings       | {h}   | {%}   | {breakdown} |
| Customer Work  | {h}   | {%}   | {breakdown} |
| Documentation  | {h}   | {%}   | {breakdown} |
| Development    | {h}   | {%}   | {breakdown} |
| Administrative | {h}   | {%}   | {breakdown} |

**Total**: {total hours}

Section 4: Task Completion

## Task Completion

### Completed Tasks

- [x] {task 1} (Customer: {customer}, Completed: {date})
- [x] {task 2} (Customer: {customer}, Completed: {date})

### Ongoing Tasks

- [ ] {task 1} (Customer: {customer}, Progress: {%}, Due: {date})
- [ ] {task 2} (Customer: {customer}, Progress: {%}, Due: {date})

### New Tasks Added

- [ ] {task 1} (Customer: {customer}, Due: {date}, Priority: {level})

### Task Metrics

| Metric          | Count |
| --------------- | ----- |
| Completed       | {n}   |
| Carried Forward | {n}   |
| New Added       | {n}   |
| Blocked         | {n}   |

Section 5: Key Meetings

## Key Meetings

### {Meeting 1 Name}

- **Date**: {date}
- **Customer**: {customer}
- **Decisions**: {key decisions}
- **Actions**: {action items}

### {Meeting 2 Name}

- **Date**: {date}
- **Customer**: {customer}
- **Decisions**: {key decisions}
- **Actions**: {action items}

Section 6: External Contributions

## External Contributions

### {Source 1}

- Weekly total: {count} commits/updates
- Key items: {summary}

### {Source 2}

- Weekly total: {count} updates
- Key items: {summary}

Section 7: Issues and Blockers

## Issues and Blockers

| Issue               | Impact  | Status        | Next Action         |
| ------------------- | ------- | ------------- | ------------------- |
| {issue description} | {H/M/L} | {open/closed} | {action to resolve} |

Section 8: Next Week Plan

## Next Week Plan

### Priority Tasks

1. {high priority task 1} (Customer: {customer}, Due: {date})
2. {high priority task 2} (Customer: {customer}, Due: {date})

### Scheduled Meetings

| Date  | Meeting        | Customer   | Purpose   |
| ----- | -------------- | ---------- | --------- |
| {Mon} | {meeting name} | {customer} | {purpose} |
| {Tue} | {meeting name} | {customer} | {purpose} |

### Goals for Next Week

- [ ] {goal 1}
- [ ] {goal 2}
- [ ] {goal 3}

Section 9: Manager PR Summary

## 🏆 Manager PR Summary

### Week's Achievements

| Achievement               | Customer   | Impact            |
| ------------------------- | ---------- | ----------------- |
| {achievement description} | {customer} | {business impact} |

### Key Metrics

| Metric               | This Week | Last Week | Change |
| -------------------- | --------- | --------- | ------ |
| Customer engagements | {n}       | {n}       | {+/-}  |
| Tasks completed      | {n}       | {n}       | {+/-}  |
| Deliverables         | {n}       | {n}       | {+/-}  |

### Talking Points

1. {Achievement with quantification and impact}
2. {Difficulty overcome and how}
3. {Value added beyond expectations}

6) Quality Checklist

✅ Must Have

• All 9 sections included
• Customer breakdown accurate
• Time totals match daily reports
• Next week plan is actionable
• Output path correct

⚠️ Warning Level

• Missing daily reports for 2+ days → Note data gaps
• No customer engagement → Verify data sources
• No completed tasks → Review task tracking