Stakeholder Update
If you see unfamiliar placeholders or need to check which tools are connected, see CONNECTORS.md.
Generate a stakeholder update tailored to the audience and cadence.
Usage
Workflow
1. Determine Update Type
Ask the user what kind of update:
- Weekly: Regular cadence update on progress, blockers, and next steps
- Monthly: Higher-level summary with trends, milestones, and strategic alignment
- Launch: Announcement of a feature or product launch with details and impact
- Ad-hoc: One-off update for a specific situation (escalation, pivot, major decision)
2. Determine Audience
Ask who the update is for:
- Executives / leadership: High-level, outcome-focused, strategic framing, brief
- Engineering team: Technical detail, implementation context, blockers, decisions needed
- Cross-functional partners: Context-appropriate detail, focus on shared goals and dependencies
- Customers / external: Benefits-focused, clear timelines, no internal jargon
- Board: Metrics-driven, strategic, risk-focused, very concise
3. Pull Context from Connected Tools
If ~~project tracker is connected:
- Pull status of roadmap items and milestones
- Identify completed items since last update
- Surface items that are at risk or blocked
- Pull sprint or iteration progress
If ~~chat is connected:
- Search for relevant team discussions and decisions
- Find blockers or issues raised in channels
- Identify key decisions made asynchronously
If ~~meeting transcription is connected:
- Pull recent meeting notes and discussion summaries
- Find decisions and action items from relevant meetings
If ~~knowledge base is connected:
- Search for recent meeting notes
- Find decision documents or design reviews
If no tools are connected, ask the user to provide:
- What was accomplished since the last update
- Current blockers or risks
- Key decisions made or needed
- What is coming next
4. Generate the Update
Structure the update for the target audience using the templates and frameworks below.
For executives: TL;DR, status color (G/Y/R), key progress tied to goals, decisions made, risks with mitigation, specific asks, and next milestones. Keep it under 300 words.
For engineering: What shipped (with links), what is in progress (with owners), blockers, decisions needed (with options and recommendation), and what is coming next.
For cross-functional partners: What is coming that affects them, what you need from them (with deadlines), decisions that impact their team, and areas open for input.
For customers: What is new (framed as benefits), what is coming soon, known issues with workarounds, and how to provide feedback. No internal jargon.
For launch announcements: What launched, why it matters, key details (scope, availability, limitations), success metrics, rollout plan, and feedback channels.
5. Review and Deliver
After generating the update:
- Ask if the user wants to adjust tone, detail level, or emphasis
- Offer to format for the delivery channel (email, chat post, doc, slides)
- If ~~chat is connected, offer to draft the message for sending
Update Templates by Audience
Executive / Leadership Update
Executives want: strategic context, progress against goals, risks that need their help, decisions that need their input.
Format:
Tips for executive updates:
- Lead with the conclusion, not the journey. Executives want "we shipped X and it moved Y metric" not "we had 14 standups and resolved 23 tickets."
- Keep it under 200 words. If they want more, they will ask.
- Status color should reflect YOUR genuine assessment, not what you think they want to hear. Yellow is not a failure — it is good risk management.
- Only include risks you want help with. Do not list risks you are already handling unless they need to know.
- Asks must be specific: "Decision on X by Friday" not "support needed."
Engineering Team Update
Engineers want: clear priorities, technical context, blockers resolved, decisions that affect their work.
Format:
Tips for engineering updates:
- Link to specific tickets, PRs, and documents. Engineers want to click through for details.
- When priorities change, explain why. Engineers are more bought in when they understand the reason.
- Be explicit about what is blocking them and what you are doing to unblock it.
- Do not waste their time with information that does not affect their work.
Cross-Functional Partner Update
Partners (design, marketing, sales, support) want: what is coming that affects them, what they need to prepare for, how to give input.
Format:
Customer / External Update
Customers want: what is new, what is coming, how it benefits them, how to get started.
Format:
Tips for customer updates:
- No internal jargon. No ticket numbers. No technical implementation details.
- Frame everything in terms of what the customer can now DO, not what you built.
- Be honest about timelines but do not overcommit. "Later this quarter" is better than a date you might miss.
- Only mention known issues if they are customer-impacting and you have a resolution plan.
Status Reporting Framework
Green / Yellow / Red Status
Green (On Track):
- Progressing as planned
- No significant risks or blockers
- On track to meet commitments and deadlines
- Use Green when things are genuinely going well — not as a default
Yellow (At Risk):
- Progress is slower than planned, or a risk has materialized
- Mitigation is underway but outcome is uncertain
- May miss commitments without intervention or scope adjustment
- Use Yellow proactively — the earlier you flag risk, the more options you have
Red (Off Track):
- Significantly behind plan
- Major blocker or risk without clear mitigation
- Will miss commitments without significant intervention (scope cut, resource addition, timeline extension)
- Use Red when you genuinely need help. Do not wait until it is too late.
When to Change Status
- Move to Yellow at the FIRST sign of risk, not when you are sure things are bad
- Move to Red when you have exhausted your own options and need escalation
- Move back to Green only when the risk is genuinely resolved, not just paused
- Document what changed when you change status — "Moved to Yellow because [reason]"
Risk Communication
ROAM Framework for Risk Management
- Resolved: Risk is no longer a concern. Document how it was resolved.
- Owned: Risk is acknowledged and someone is actively managing it. State the owner and the mitigation plan.
- Accepted: Risk is known but we are choosing to proceed without mitigation. Document the rationale.
- Mitigated: Actions have reduced the risk to an acceptable level. Document what was done.
Communicating Risks Effectively
- State the risk clearly: "There is a risk that [thing] happens because [reason]"
- Quantify the impact: "If this happens, the consequence is [impact]"
- State the likelihood: "This is [likely/possible/unlikely] because [evidence]"
- Present the mitigation: "We are managing this by [actions]"
- Make the ask: "We need [specific help] to further reduce this risk"
Common Mistakes in Risk Communication
- Burying risks in good news. Lead with risks when they are important.
- Being vague: "There might be some delays" — specify what, how long, and why.
- Presenting risks without mitigations. Every risk should come with a plan.
- Waiting too long. A risk communicated early is a planning input. A risk communicated late is a fire drill.
Decision Documentation (ADRs)
Document important decisions for future reference:
When to Write an ADR
- Strategic product decisions (which market segment to target, which platform to support)
- Significant technical decisions (architecture choices, vendor selection, build vs buy)
- Controversial decisions where people disagreed (document the rationale for future reference)
- Decisions that constrain future options (choosing a technology, signing a partnership)
- Decisions you expect people to question later (capture the context while it is fresh)
Tips for Decision Documentation
- Write ADRs close to when the decision is made, not weeks later
- Include who was involved in the decision and who made the final call
- Document the context generously — future readers will not have today's context
- It is okay to document decisions that were wrong in hindsight — add a "superseded by" link
- Keep them short. One page is better than five.
Meeting Facilitation
Stand-up / Daily Sync
Purpose: Surface blockers, coordinate work, maintain momentum.
Format: Each person shares:
- What they accomplished since last sync
- What they are working on next
- What is blocking them
Facilitation tips:
- Keep it to 15 minutes. If discussions emerge, take them offline.
- Focus on blockers — this is the highest-value part of standup
- Track blockers and follow up on resolution
- Cancel standup if there is nothing to sync on. Respect people's time.
Sprint / Iteration Planning
Purpose: Commit to work for the next sprint. Align on priorities and scope.
Format:
- Review: what shipped last sprint, what carried over, what was cut
- Priorities: what are the most important things to accomplish this sprint
- Capacity: how much can the team take on (account for PTO, on-call, meetings)
- Commitment: select items from the backlog that fit capacity and priorities
- Dependencies: flag any cross-team or external dependencies
Facilitation tips:
- Come with a proposed priority order. Do not ask the team to prioritize from scratch.
- Push back on overcommitment. It is better to commit to less and deliver reliably.
- Ensure every item has a clear owner and clear acceptance criteria.
- Flag items that are underscoped or have hidden complexity.
Retrospective
Purpose: Reflect on what went well, what did not, and what to change.
Format:
- Set the stage: remind the team of the goal and create psychological safety
- Gather data: what went well, what did not go well, what was confusing
- Generate insights: identify patterns and root causes
- Decide actions: pick 1-3 specific improvements to try next sprint
- Close: thank people for honest feedback
Facilitation tips:
- Create psychological safety. People must feel safe to be honest.
- Focus on systems and processes, not individuals.
- Limit to 1-3 action items. More than that and nothing changes.
- Follow up on previous retro action items. If you never follow up, people stop engaging.
- Vary the retro format occasionally to prevent staleness.
Stakeholder Review / Demo
Purpose: Show progress, gather feedback, build alignment.
Format:
- Context: remind stakeholders of the goal and what they saw last time
- Demo: show what was built. Use real product, not slides.
- Metrics: share any early data or feedback
- Feedback: structured time for questions and input
- Next steps: what is coming next and when the next review will be
Facilitation tips:
- Demo the real product whenever possible. Slides are not demos.
- Frame feedback collection: "What feedback do you have on X?" is better than "Any thoughts?"
- Capture feedback visibly and commit to addressing it (or explaining why not)
- Set expectations about what kind of feedback is actionable at this stage
Keep updates scannable. Use bold for key points, bullets for lists. Executive updates should be under 300 words. Engineering updates can be longer but should still be structured for skimming.
Tips
- The most common mistake in stakeholder updates is burying the lead. Start with the most important thing.
- Status colors (Green/Yellow/Red) should reflect reality, not optimism. Yellow is not a failure — it is good risk communication.
- Asks should be specific and actionable. "We need help" is not an ask. "We need a decision on X by Friday" is.
- For executives, frame everything in terms of outcomes and goals, not activities and tasks.
- If there is bad news, lead with it. Do not hide it after good news.
- Match the length to the audience's attention. Executives get a few bullets. Engineering gets the details they need.~~