Use reporting to make decisions, not to produce activity summaries. During rollout, track completion and acceptance. After go-live, combine analytics, Audit Log, and feedback with business evidence to review outcomes, quality, operational health, risk, and ownership.
Rollout Report
Include:
- executive status and target go-live,
- completed, in-progress, blocked, and deferred deliverables,
- identity, access, data-source, agent, workflow, and training status,
- pilot evidence and unresolved acceptance issues,
- milestones, blockers, owners, and next decisions,
- handover readiness and remaining operational dependencies.
Avoid fixed package claims or generic completion percentages. Report the actual agreed scope and explain how each status was verified.
Monthly Operations Review
Prepare a short review covering:
| Section | Required evidence |
|---|---|
| Outcomes | Target, actual, trend, and interpretation |
| Adoption | Intended users, active use, workflow fit, and training gaps |
| Quality | Acceptance, corrections, feedback, and evaluation failures |
| Operations | Tool failures, approvals, incidents, latency, and availability |
| Risk | New, changed, accepted, and overdue risks |
| Improvements | Prompt, data, tool, workflow, or policy changes and their effect |
| Decisions | Decision needed, options, recommendation, owner, and deadline |
Reporting Rules
- Use numbers where a reliable measure exists; otherwise state what is not measured.
- Separate delivered work from accepted outcomes.
- Give every blocker and risk an owner and next action.
- Link significant claims to audit logs, tool executions, evaluation results, incident records, or approved business data.
- Carry open actions into the next review until they are closed or explicitly cancelled.
The final section should contain the decisions required from the review group. If no decision or action follows from a section, shorten it. Use Monitor Usage, Audit Logs, and Risk to turn those decisions into the next operating cycle.