Prepare a quarterly people review for the business leader I support
Turns your client group's HR data into a concise quarterly review with insights, risks, and recommended actions for the leader.
The prompt
Help me prepare a quarterly people review for the business leader I support as their HR business partner.
Business unit and leader: [DETAILS - what they care about]
Business priorities this year: [GOALS]
People data for the quarter: [PASTE - headcount, hires, exits (regrettable vs. not), open roles, time to fill, absence, engagement scores, promotions, internal moves, diversity by level if tracked]
Prior quarter or same quarter last year: [COMPARISON DATA]
Qualitative signals: [e.g. manager concerns, ER cases trend, survey comments]
Produce:
1. Headline summary - 3-5 bullets the leader can read in 30 seconds.
2. Metrics table - metric, this quarter, prior, change, status (on track / watch / act). Show formulas used (e.g. annualized turnover).
3. What's driving it - interpretation tied to their business priorities, clearly labeled as hypotheses where data is thin.
4. Top 3 people risks - e.g. key-person dependency, team with rising exits, hiring delays blocking a launch.
5. Recommended actions - owner, timing, and the decision I need from the leader.
6. Agenda for a 45-minute review meeting.
Rules: do not invent or estimate numbers I didn't give you - mark gaps as [DATA NEEDED]. Suppress any breakdown with fewer than 5 people to protect privacy.
Highlighted [brackets] are blanks to replace with your own details.
Fill in the blanks and use this promptMore Data & Analysis prompts
What to fill in
- DETAILS - what they care about
- GOALS
- COMPARISON DATA
- e.g. manager concerns, ER cases trend, survey comments
- DATA NEEDED
How this prompt is built
This prompt follows the Few-Shot structure (Few-shot prompting). A few-shot prompt includes one or more worked examples of the input and the output you want, so the model can copy the pattern instead of guessing it.
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