DocsHow to generate a stakeholder update in Worklayer

How to generate a stakeholder update in Worklayer

Use Case: When you need to share sprint progress, weekly updates, or status reports with stakeholders Time to Complete: 5 minutes Prerequisites: Workspace set up, recent work documented in context or Jira connected via MCP

Quick Answer

In Worklayer, you can generate a stakeholder update in 5 minutes by referencing recent work from Jira (via MCP) or workspace files, plus your stakeholder update template. The AI creates a structured update with progress, risks, and asks that's ready to share.

Step-by-Step Instructions

Step 1: Pull Recent Work Data

If you have Jira connected, pull sprint data or recent completed work.

Example:

Pull completed issues from Jira for the last sprint and summarize key deliverables.

Alternatively, reference recent PRDs, meeting notes, or tasks from your workspace.

Step 2: Reference the Stakeholder Update Template

Add your template to ensure consistent formatting with the right sections.

Example:

Use @Templates/Work/stakeholder-update-template.md to structure the update.

Step 3: Specify the Time Period and Audience

Clearly state the reporting period and who will read this update.

Example:

Create a weekly stakeholder update for leadership covering March 15-22, 2026.

Step 4: Generate and Review

Send the prompt and review the AI-generated update. Check that progress is accurate and risks are clearly stated.

Example full prompt:

Pull completed issues from Jira for Sprint 12 (March 15-22) and create a stakeholder update using @Templates/Work/stakeholder-update-template.md. Include: - Key deliverables completed - Metrics progress (if available from @Context/Company/goals-and-okrs.md) - Risks or blockers - Next sprint priorities

Step 5: Share or Save

Save the update to Outcomes/Reports/ or copy directly to Slack/email.

Example output location:

/Outcomes/Reports/sprint-12-stakeholder-update.md

Example: End-to-End Workflow

Let's create a stakeholder update for Sprint 12.

Context:

  • Sprint: Sprint 12 (March 15-22, 2026)
  • Audience: Leadership team
  • Data source: Jira (23 issues completed out of 28 planned)

Prompt:

Pull completed issues from Jira for Sprint 12 (March 15-22) and create a stakeholder update using @Templates/Work/stakeholder-update-template.md. Include: - Key deliverables: Authentication flow, Onboarding checklist, Jira MCP integration - Sprint metrics: 23/28 issues completed (82% completion rate) - Risks: 5 issues rolled over (2 blocked by design review, 3 carry-over to Sprint 13) - Next sprint: Focus on visual mode stability and user feedback sessions

Result:

AI generates stakeholder update with:

# Sprint 12 Summary (March 15-22, 2026) ## Completed 23/28 issues (82% completion rate) ## Key Deliverables - Authentication flow shipped (WL-45, WL-46, WL-47) - Onboarding checklist feature completed (WL-50, WL-51, WL-52) - Jira MCP integration live (WL-60, WL-61) ## Metrics Progress Day-1 activation increased from 0% to 12% (target: 50% by end of Q1) ## Risks - 5 issues rolled to Sprint 13 (2 blocked by design, 3 carry-over) - Visual mode performance regression needs investigation ## Next Sprint Priorities - Fix visual mode crashes (P1) - Conduct 5 user feedback sessions - Ship Skills Builder UI

Save to /Outcomes/Reports/sprint-12-stakeholder-update.md

Time saved: 30-45 minutes of manual report writing → 5 minutes with Worklayer

Tips & Best Practices

  • Connect Jira via MCP: Pull live sprint data instead of manually tracking completed work. This ensures accuracy and saves time.

  • Reference company goals: Attach @Context/Company/goals-and-okrs.md to show progress against targets, not just completed tasks.

  • Be honest about risks: Always include blockers and risks. Stakeholders value transparency over optimistic updates.

  • Keep updates concise: Aim for 1-page updates (3-5 bullet points per section). Stakeholders skim, not read deeply.

  • Use consistent template: Save your stakeholder update template once and reuse it every sprint for predictable formatting.

Common Mistakes to Avoid

  • Listing tasks instead of outcomes: Don't say "Completed WL-45, WL-46, WL-47." Instead say "Shipped authentication flow enabling secure user login."

  • Missing metrics: Stakeholders care about progress toward goals. Include metrics like "Day-1 activation: 12% (target: 50%)" to show trajectory.

  • Hiding risks: If issues rolled over or you're blocked, state it clearly. Surprises erode trust; transparency builds it.

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