读起来像状态报告的更新浪费高管注意力,也消耗你的政治资本——高管不需要三周连发”项目 Q 进展顺利”,他们需要的是”哪个进展现在有风险,需要他立刻定哪件事”。好的更新第 1 行提决策、用真正有含义的红黄绿点风险、列出高管必须回应的诉求、完全省客套。这套适用于周 skip-level、月度董事会、投资人月报。需要把 10 页 memo 压缩成邮件顶部 TL;DR 时,配合 执行摘要 Prompt 用。
适合哪些场景
写周报给老板的职能 lead、写投资人 / 董事会更新的创始人、要向忙的高管汇报的人。
什么时候不建议这样写 Prompt
别用来隐藏坏消息——反正会被发现。也别当团队工作日志。
Prompt 结构公式
每个 Prompt 都要带这六个要素:
- 角色:AI 扮演谁——Chief of Staff / 经理 / 分析师。
- 上下文:团队 / 组织 / 范围 / 数据。
- 目标:一个交付物——计划、memo、谈点、文档。
- 限制:字数、必含字段、受众级别。
- 语气:自信、中性、事实。
- 示例:1-2 份过往作品锚定格式。
这套 Prompt 适合用在哪
- 周度 CEO 更新
- 月度投资人更新
- skip-level 更新
- 董事会准备
- 项目状态升级
12 个可直接复制的 Prompt 模板
1. 周度 CEO 更新
Weekly update to CEO. Format: (1) Top 3 wins (with metric), (2) Top 2 misses (honest), (3) 1 decision I need from you, (4) 1 risk you should know. ≤ 200 words.
2. 月度投资人更新
Monthly investor update: (1) Hero metric, (2) 3 key KPIs vs target, (3) Wins (1-2 concrete examples), (4) Asks (intros, advice), (5) Risks. ≤ 400 words. Skip "we're grinding".
3. 董事会准备
Board meeting next week. Memo: (1) Quarter scorecard, (2) Strategic shifts, (3) Open questions for the board, (4) Pre-read links. 1 page max. Skip cheerleading.
4. skip-level 更新
Skip-level update to `{name}`. Cover: (1) What's going well in my team, (2) Where I need air cover, (3) One concern about cross-team friction, (4) A question for them. ≤ 200 words.
可替换变量: name
5. 状态 → 行动
My draft update has 6 status bullets but no asks. Rewrite to surface decisions: convert at least 2 status items into "Decision needed from you on X by date Y".
6. 拉警报
Something is going wrong. Write a Sev-2 update: (1) What's happening, (2) Impact, (3) What we're doing, (4) What I need from you, (5) Next update timing. Calm tone — don't catastrophise.
7. 不像炫耀的”赢”
Frame these wins so they read as factual signals: {wins}. Skip "team is amazing", focus on what changed for the business. Each win ≤ 25 words.
可替换变量: wins
8. 不粉饰的”miss”
I have 2 misses this period. Frame each: (1) What missed, (2) Why (honest, no scapegoats), (3) What I've changed, (4) Next signal to watch. Don't hedge.
9. hero 指标
My update should have 1 hero metric. Pick from: revenue, growth rate, conversion, NPS, headcount. Lead with it in the subject line. Body explains.
10. 频率校准
I send weekly. Audit: (a) Am I sending too often (no real news), (b) Too rarely (surprise), (c) Right cadence. If too often, propose dropping to biweekly with a daily-by-exception rule.
11. 按受众模板
I have 3 audiences (board, investors, internal exec). Build 3 templates with different sections / depth / tone. Don't use one template for all.
12. 更新卫生
Audit my last 4 updates: (1) Average length, (2) Decisions actually asked for, (3) Wins-to-misses ratio (suspicious if all wins), (4) Same risk recurring without movement. Fix list.
容易踩的坑
- 没具体上下文——输出泛泛。
- 不核对——AI 会编。
- 受众模糊——深浅不当。
- 没字数限制——读者不读完。
- 所有场景一个模板——读者麻木。
- 没”需要什么决定”。
- 不附原数据。
优化技巧
- 指明受众级别。
- 限长:战术 1 页,执行 3 条。
- 开头先放”要什么决定”。
- 附原数据链接。
- 发前念出来。
- AI 出稿,人审核。
- 存样本,重用格式、刷新内容。
FAQ
- 文档多长?: 战术 1 页,执行 3 条 + 链接。
- AI 能取代分析师 / 经理吗?: 初稿模板可以;判断不行。
- 多久刷一次?: 按节奏;受众疲劳就调。
- 要写风险吗?: 要。装没风险下次失去信任。
- 怎么核对?: 附数据源;peer 看数字。
- AI 能自己出数据吗?: 不能。要连真实数据源。