I’ve always been a pretty independent worker and consider myself sooo fortunate that all of my managers have not been micro-managers. But I know it’s important that I keep them up updated with my workload and projects. Sometimes we meet face-to-face once during the week, other times I just print the document and leave it on her desk. We try to meet once a week, but it doesn’t always work out that way 
If you don’t meet with your manager regularly, this is also a good document for tracking your work load. I save each week by date (MMDDYY) so I can reference it later.
This is a forth or fifth generation document (the original was created by my co-worker and very good friend, JCo!) and with each revision it gets slightly better.
Here’s how the document works:
- There are 5 sections: action items, projects, completed items, questions and waiting on/action items/notes.
- Action items is for items to complete during the week
- Projects is for projects you’re working on that won’t be completed during the week. There should be at least one action item for each project
- Completed items is for everything completed in the previous week.
- Questions is for anything you need clarification or approval for
- Waiting on/action items/notes is the section for your manager.
Download the template here (includes more instructions)!
This is EXTREMELY helpful. I didn’t know I needed a tool like this for work until I saw it. Thanks for sharing!
Oh I’m so glad! The bosses I’ve had always like it… if you have any tweaks, do share!
This is great! And really helpful for when you come to those annual assessments and you have to wonder… what on earth did I get accomplished in the past year? Do you provide them to your boss on a monthly, quarterly or annual basis as well? Just to provide a higher level view of your work and value added to the firm/business?
I downloaded the form and shared it with my co-workers at our weekly Thursday staff meetings. The boss liked it so much she asked us all to start using it!