Interpreting Executive Reports: Organizational Health & Strategy

Updated by Amy Thomas

Your Weekly Manager Check-ins Executive Report provides three critical views:

  1. Organization-Wide Insights: themes affecting your entire organization
  2. Department Status Overview: comparative health across departments
  3. Forward Indicators: leading signals of future performance or risk

Key Executive Metrics

Organizational Health Scorecard

• Overall, Energy, Progress, Readiness: Aggregate scores showing workforce vitality

• Burnout Risk %: Percentage of workforce showing burnout signals

• Turnover Risk %: Percentage of workforce flagged as potential flight risk

• Completion Rate: Data quality indicator (impacts reliability of all other metrics)

What movement means:

📈 Upward trends: Positive momentum; accelerate what's working

📉 Downward trends: Emerging issues; investigate quickly

🔗 Trends that correlate: Multiple metrics declining together suggests systemic issue (example: organization-wide workload increase affecting energy AND progress)

Department Status Categories

Celebrate: Departments performing well with clear wins
Your action: Highlight these successes publicly; understand what's driving success; consider expanding practices to other departments
Needs Support: Departments flagged for capacity, capability, or engagement challenges
Your action: These need your direct attention this week; schedule conversations with department leaders about specific support needs
Holding Steady: Departments performing adequately but with specific focus areas
Your action: Monitor closely; ensure focus areas are being addressed; check in monthly

Strategic Patterns

These are the highest-level insights—themes affecting multiple departments or the entire organization.

Common patterns include:

• Scaling challenges: Growing workload without proportional resource growth

• Cross-functional alignment: Whether departments are working well together

• Skills gaps: Emerging needs in the workforce

• Technology as bottleneck: Systems or processes limiting productivity

• Culture/engagement issues: Company-wide sentiment trends

Your role: Use these patterns to inform strategic decisions about hiring, process improvement, tool investment, and organizational priorities.

Executive Discussion Guide

Reports include specific discussion prompts for leadership teams. These are structured to move beyond "what's happening" to "what do we do about it."

Example question types:

• Capacity planning: Do we hire, automate, or reorganize?

• Trade-off decisions: Innovation vs. operational excellence—where do we invest?

• Risk mitigation: Which declining metrics need immediate intervention?

How to use:

• Bring these questions to your leadership team meetings

• Use them to facilitate conversations about strategic choices

• Align resource allocation with identified patterns

Additional Resources

How did we do?