Before proceeding, this is the Anatomy of the Status Reports section. Go through this if you’re not yet familiar.
Also, here’s how to create & set up your Status Report if you haven’t done so before.
Now that those are out of the way, keeping your Status Reports updated is pretty straight-forward…
At the end of the first week of that Quarter (assuming the current date falls within this time period), locate the associated Win under the Week 1
column.
Update the ‘I’m Feeling…’
property (per your discretion)
Also update the Status Visibility
property if applicable (On default, it is set to ‘Personal Status Report’
, meaning you’re the only one that has access to it)
Next, you want to go into the Status Report and update the internal sections (i.e. Wins, Challenges, Help, Improvements, Comments)