Chapters
- 01 · Start With the Question the Report Must Answer
- 02 · Define Clear Statuses
- 03 · Capture Milestone Dates
- 04 · Preserve Decisions and History
- 05 · Define the Reporting Population
- 06 · Name the Owner and Source of Each Metric
- 07 · Handle Unknown, Missing, and Failed States
- 08 · Capstone: Make a Workflow Reportable
15 min · Interactive exercise
Capstone: Make a Workflow Reportable
Ask four real questions of the whole specification, validate it, and approve version 1.0.
Seven sections have been written without any of them being read against the others. The test that matters here is a question rather than a record, because questions are what a reporting specification has to survive once somebody is relying on it.
Four of them, each answerable only if a particular section was done properly. The third one is the interesting one: against a specification that treats every absence as a zero, “which segment is worst” does not merely lose precision, it inverts, and it sends somebody to fix the team with the best data capture rather than the worst.
Then eleven validation checks run by stable ID, testing the seams. Does every date have both a capture rule and a stated gap? Does the backfill have a direction that cannot destroy information? Does every metric with teeth publish its blind spot? None of these is answerable from inside the section that created the problem.
What the specification is not
It does not make reports accurate, and accuracy was never the problem. A number computed correctly from data that was never captured is perfectly accurate and completely wrong.
What it buys is the ability to tell apart two situations that every unprepared reporting system confuses: the work that did not happen, and the work that happened and was not captured. Those look identical in a number and demand opposite responses. One is a performance conversation. The other is a process defect, and having it as a performance conversation is how good people get managed out over a logging pattern nobody told them about.
GTM Lab
Saved locallyReporting-Ready Process Specification
sample-reporting-specification · v1 · draft
Ask the specification four questions
Not records this time. Questions, because questions are what a reporting specification has to survive. Each of these is answerable only if a particular section was done properly.
- What share of qualified requests reached a booked conversation last quarter?Needs: The population and the counting rule.
Four unstated choices produce sixteen correct answers, and two people quote different ones. - Has that got better or worse since we changed the eligibility rule?Needs: The history design.
The current state is all that survives, so there is nothing to compare against. - Which segment is performing worst?Needs: The absence handling.
The segment with the poorest capture reports the best average, and the ranking inverts. - Who do I talk to about changing how that is calculated?Needs: The owner and source of truth.
Two calculations, no owner, and a standing argument about which number is official.
Run all 11 validation checks
The checks test the seams between sections, since every section was written while looking only at that section. Each runs by its stable ID and reports pass or fail with a reason.