# Write a quarterly performance summary for my team

A balanced quarter-in-review for your team: results against goals, key wins, honest gaps with context, and a focused improvement plan.

- Topic: Leadership & Management
- Framework: Few-Shot
- Level: Standard
- Tags: Leadership, Write, Fill-in Template
- Source: https://www.thinkwithprompt.com/prompts/write-a-quarterly-performance-summary-for-my-team

## Prompt

```text
Help me write a quarterly performance summary for my team.

**Team and scope:** [TEAM NAME, size, what we are responsible for]
**Goals for the quarter and results:** [each goal with target vs. actual]
**Key accomplishments:** [PROJECTS, launches, customer wins, improvements]
**What went wrong or slipped:** [MISSES, delays, quality issues]
**Events that affected us:** [e.g. reorg, key departure, outage, budget cut, market change]
**Audience for the summary:** [my manager / leadership team / my own team]
**Period:** [quarter / half-year / year]
**Next period dates:** [e.g. "Q3: July-September"]

Write:
1. **Headline:** a 2-3 sentence overall assessment.
2. **Results vs. goals** as a table: Goal | Target | Actual | Status | Comment.
3. **3-5 significant accomplishments,** each with its impact on the business, crediting people or sub-teams by name where I have provided them.
4. **2-3 areas for improvement,** stated factually with root causes, separating what was within our control from the effect of outside events. Do not use outside events as blanket excuses.
5. **Improvement plan:** specific actions, owners, and a deadline within the next period for each.
6. **Asks or support needed** from leadership.
7. **Next quarter priorities.**

Use only the facts and numbers I have given; mark gaps as [ADD]. Keep it to about one page, plain and direct. If the audience is my own team, adjust the tone to recognize effort and keep morale while staying honest.
```

## What to fill in

- TEAM NAME, size, what we are responsible for
- each goal with target vs. actual
- PROJECTS, launches, customer wins, improvements
- MISSES, delays, quality issues
- e.g. reorg, key departure, outage, budget cut, market change
- my manager / leadership team / my own team
- quarter / half-year / year
- e.g. "Q3: July-September"
- ADD

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