weekly-report-format

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Generate polished weekly owner/PM summary reports from daily report data. Use when the user asks to "generate a weekly report", "weekly summary", "owner report", "weekly owner report", "PM report", "send the weekly", "weekly update", or wants to aggregate daily reports into a weekly narrative.

mgoodman60 By mgoodman60 schedule Updated 2/25/2026

name: weekly-report-format description: > Generate polished weekly owner/PM summary reports from daily report data. Use when the user asks to "generate a weekly report", "weekly summary", "owner report", "weekly owner report", "PM report", "send the weekly", "weekly update", or wants to aggregate daily reports into a weekly narrative. version: 1.0.0

Weekly Report Format Skill

Overview

This skill aggregates a week's worth of daily reports into a professional weekly summary designed for owner and project manager communication. The output is a polished .docx (Word) report with optional PDF export that tells the story of the previous week's progress, challenges, and upcoming work.

Each weekly report includes:

  • Executive Summary — A concise 2-3 sentence overview capturing the week's narrative arc
  • Schedule Status — Current phase, percent complete with week-over-week change, milestone tracking, and delay mitigation
  • Work Accomplished — Narrative summary of key activities organized by trade or building area
  • Crew Summary — Attendance patterns and subcontractor deployment across the week
  • Upcoming Work — Forward-looking preview of next week's planned activities
  • Weather Impact — Conditions overview and any schedule delays caused by weather
  • Inspections & Testing — Summary of inspections conducted and results
  • Materials & Deliveries — Notable material arrivals and any supply chain issues
  • Active Issues & Open Items — Tracked problems with status and expected resolution dates
  • Safety Summary — Incidents, near-misses, observations, and toolbox talk topics
  • Site Photos — Up to 5 representative images with captions showing progress and site conditions
  • Distribution & Signature — Standard footer with distribution list and signature block for superintendent

The report is written in a confident, forward-looking tone appropriate for owner-level communication. Language is professional but accessible, focused on progress and momentum with issues addressed matter-of-factly and clear mitigation plans.

Data Sources

  • daily-report-data.json — All daily reports for the target week; provides raw data for aggregation (crew counts, weather, inspections, materials, safety, photos, open items)
  • project-config.json — Project basics (name, code, location) and output directory paths
  • schedule.json — Schedule milestones
  • specs-quality.json — Contract documentation requirements, distribution list
  • change-order-log.json — Change order data for weekly CO summary
  • inspection-log.json — Inspection data including permit info
  • meeting-log.json — Meeting records
  • punch-list.json — Punch list items
  • rfi-log.json — RFI status summary: new this week, closed this week, total open, aging (>14 days)
  • submittal-log.json — Submittal status summary: submitted this week, approved, rejected/resubmit, critical-path items
  • pay-app-log.json — Current billing status, retainage, percent complete from SOV
  • labor-tracking.json — Weekly labor hours by trade, crew count trend, productivity metrics
  • quality-data.json — Quality inspection results for the week, open deficiencies

Workflow

1. Determine Target Week

  • Default: Most recent complete week (Monday–Friday, ending on most recent Friday)
  • User-specified: Accept week-ending date in format MM/DD/YYYY, YYYY-MM-DD, or "week ending [date]"
  • Validate that at least 3 daily reports exist for the requested week (incomplete weeks trigger clarification)

2. Load and Validate Data

  • Retrieve all daily reports for the target week from daily-report-data.json
  • Load project metadata from project-config.json, schedule data from schedule.json, specs from specs-quality.json
  • Verify that required sections are present in daily reports (crew, weather, inspections, materials, safety)

3. Aggregate Daily Data

Crew & Headcount

  • Extract total headcount from each day
  • Calculate average headcount for the week
  • Identify peak headcount day
  • List all subcontractors that appeared during the week
  • For each sub: count days on site, calculate average crew size when present, list primary work

Weather

  • Consolidate weather conditions across all days
  • Identify days with weather delays or impacts
  • Sum total delay hours attributed to weather
  • Note any weather-related material delivery delays

Inspections & Testing

  • Extract all inspections from daily reports
  • Create pass/fail/conditional summary
  • Group by inspection type (building, structural, MEP, etc.)
  • Note any items requiring follow-up

Materials & Deliveries

  • List all material deliveries noted during the week
  • Flag any items that arrived damaged, late, or incorrect
  • Consolidate delivery log into narrative form

Schedule Progress

  • Extract percent complete from first daily report of the week
  • Extract percent complete from last daily report of the week
  • Calculate week-over-week progress
  • Identify milestone status changes
  • Cross-reference with schedule milestones from config

Open Items & Issues

  • Gather all open items and issues from all daily reports
  • Classify as: new (opened during week), carried forward (pre-existing), or resolved
  • Note due dates, responsible parties, and status
  • Highlight any critical or overdue items

Safety

  • Extract all safety notes, incidents, near-misses
  • Compile list of observations and toolbox talk topics
  • Flag any incidents requiring follow-up or corrective action

4. Draft Executive Summary

  • Write 2–3 sentences capturing the week's narrative arc
  • Lead with the most significant accomplishment or milestone
  • Acknowledge any major challenges and how they're being addressed
  • Maintain tone: confident, forward-looking, factual

Example language:

  • "The week saw substantial progress in [major area], with [specific milestone] achieved on schedule."
  • "Despite [challenge], the team [mitigation], keeping overall progress on track."
  • "The focus for the coming week is [upcoming priority] as we move toward [next milestone]."

5. Draft Section Narratives

Each section should be written as a narrative paragraph (not bullet points), organized logically:

  • Schedule Status — Reference current phase, percent complete with notation of week-over-week change (e.g., "up 5% from last week"). List upcoming milestones with status. Address any delays with clear mitigation.
  • Work Accomplished — Organize by trade or building area (whichever is more relevant). Summarize key activities, not every single task. Reference crew size and key subcontractors involved.
  • Crew Summary — Present as table, then summary narrative noting staffing trends and any planned changes.
  • Upcoming Work — Brief forward-looking preview (3–5 sentences) based on schedule and current trajectory. Highlight dependencies.
  • Weather Summary — Conditions overview (temperature range, precipitation, etc.), any delays, and impact on schedule.
  • Inspections & Testing — Narrative summary supported by table of results.
  • Materials & Deliveries — Highlight significant arrivals and any issues; reference schedule of expected deliveries for coming week.
  • Active Issues & Open Items — Present as table with item, date opened, status, and expected resolution.
  • Safety — Narrative summary of the week's safety posture. Include incidents (if any) with action taken. Note observations and topics. End on a forward-looking note ("Continue focus on…").

All narratives should use:

  • Tense: Past tense for accomplished work, future tense for upcoming work
  • Voice: Third person (e.g., "The team completed…" not "We completed…")
  • Tone: Professional but not stiff. Confident, factual, never defensive or alarming.

6. Select Representative Photos

  • Retrieve up to 5 photos from the week's daily reports
  • Prioritize:
    1. Major work areas showing progress
    2. Recent milestones or completed phases
    3. Different building areas or trades (variety)
    4. Images that communicate progress to owner (before/after, structural elements, finishes, etc.)
  • Write clear, concise captions (1 sentence, present tense) describing what is shown and its significance
  • Avoid photos that are blurry, poorly lit, or lack clear work context

7. QA Check

Validate the narrative against aggregated data:

  • Do percentages and counts match the underlying data?
  • Are all major accomplishments mentioned?
  • Are all critical issues or delays addressed?
  • Is the tone professional and appropriate for owner communication?
  • Do sections flow logically and support one another?
  • Are there any contradictions or gaps?
  • Are all table data points accurate?

8. Generate .docx (with optional PDF)

  • Use the weekly-template.md specification to structure the .docx
  • Generate using docx npm library (docx-js) following docx skill guidelines
  • Apply visual identity (colors: Navy #1B2A4A, Blue #2E5EAA, Light Blue #EDF2F9)
  • Ensure proper pagination and section breaks
  • Verify all tables render correctly with proper alignment and formatting
  • Check photo placement and captions
  • Generate document footer with proper spacing for signature block
  • After generating .docx, ask: "Also export as PDF?" If yes, convert via LibreOffice headless

9. Save Output

  • Name file: {PROJECT_CODE}_Weekly_Report_{week_ending_date}.docx
    • Example: MOSC_Weekly_Report_2026-02-16.docx
  • If PDF exported: {PROJECT_CODE}_Weekly_Report_{week_ending_date}.pdf
  • Save to output directory specified in project-config.json folder_mapping.owner_reports (typically owner_reports folder)
  • Confirm successful save with file path and file size

10. Present to User

  • Display report summary (which week, file name, location)
  • Remind user of distribution list from config
  • Provide next report date (following Friday)
  • Offer option to open report, adjust and regenerate, or send immediately

Tone Guidelines

Professional & Confident:

  • Speak with authority. You are reporting factual project progress, not asking for approval.
  • Avoid hedging language: "appears," "seems," "might." Use definitive statements.

Factual & Data-Driven:

  • Every claim should be supported by aggregated daily data.
  • Use specific numbers (headcount, percentages, delay hours, inspection results).
  • Be precise: "3 days of weather delays" not "some weather issues."

Progress-Focused:

  • Lead with accomplishments and milestone achievement.
  • Frame challenges as problems with clear solutions.
  • Emphasize forward momentum.

Owner-Level Language:

  • Assume the reader is a busy executive; be concise and impactful.
  • Use building trades language naturally, but avoid jargon when simpler terms work.
  • Organize information in order of importance to the owner (schedule, budget implications, risk mitigation).

Never Defensive, Never Alarming:

  • Do not make excuses for delays; explain mitigation.
  • Do not overstate risks; present issues with planned responses.
  • Maintain confidence in the team's ability to execute.

Examples of appropriate language:

  • "Weather delays during Tuesday and Wednesday totaling 8 hours were mitigated by accelerated interior work."
  • "The structural inspection on Friday identified one rebar spacing item requiring correction before concrete pour. This has been scheduled for Monday morning, with concrete still planned for Wednesday."
  • "The team is positioned to complete [milestone] on schedule, pending timely delivery of [material] currently in transit."

Output

File Naming Convention

{PROJECT_CODE}_Weekly_Report_{week_ending_date}.docx Optional PDF: {PROJECT_CODE}_Weekly_Report_{week_ending_date}.pdf

Example: MOSC_Weekly_Report_2026-02-16.docx

Output Location

Directory specified in project-config.json under folder_mapping.weekly_reports (typically a folder named owner_reports at the project root or in reports directory).

Content Verification

  • .docx is readable and all sections are present
  • All tables render with proper formatting
  • Photos display clearly with captions
  • Footer contains signature block and distribution list
  • No orphaned text or formatting errors
  • File size is reasonable (typically 2–5 MB with photos)

Cross-References

  • project-data skill — Used to load and validate project metadata from the multi-file data store (project-config.json, schedule.json, etc.)
  • daily-report-format skill — Referenced for visual identity (colors, typography, table styles) to ensure weekly report is cohesive with daily reports
  • report-qa skill — Called to validate narrative accuracy against aggregated data before .docx generation
Install via CLI
npx skills add https://github.com/mgoodman60/foreman-os-plugin --skill weekly-report-format
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