# 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.

- Topic: Data & Analysis
- Framework: Few-Shot
- Level: Standard
- Tags: Leadership, Analyze, Fill-in Template
- Source: https://www.thinkwithprompt.com/prompts/prepare-a-quarterly-people-review-for-the-business-leader-i-support

## Prompt

```text
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.
```

## What to fill in

- DETAILS - what they care about
- GOALS
- COMPARISON DATA
- e.g. manager concerns, ER cases trend, survey comments
- DATA NEEDED

Free to copy and use. From ThinkWithPrompt (https://www.thinkwithprompt.com/), a library of 2,663 curated AI prompts.