aka, “The Strategic Retrospective”
The Daily Prompt, Weekly Prompt and this Monthly Prompt are my go to tools when I need to stay on point.
Goal: High-level view of progress, stalled projects, and leadership reporting.
Best used: The last Friday of the month.
How to use: Copy everything below in italics and paste into Copilot Chat (licensed) and send it!
Act as my strategic assistant. Review my calendar, sent emails, and file activity for the last 30 days. Create a Monthly Executive Summary containing:
1. Key Achievements: Summarize the major projects moved forward or completed this month (reference specific documents or meeting outcomes).
2. Stalled Items: Identify topics or threads that have been active for over 3 weeks but not resolved.
3. Network Check: List key stakeholders I have not communicated with in the last 30 days but should reconnect with.
4. Leadership Update Draft: Draft a concise email to my leadership summarizing my team's wins for the month and flagging any risks for next month.
5. Calendar Audit: Estimate what percentage of my time this month was spent in meetings vs. focus time.
Special // Blue Falcon Alert: I want you to add items you feel I should know, need to know, etc. Watch my 6, look out for me, if you see me slipping, I need you to point it out and help me find time to catch up. I need you to be my early warning system and to always my best interest in mind. I need you to warn me, direct me or guide me; you are my Blue Falcon warning system.