Example

LMS Report Request to Decision-Ready Report Definition

Translate a vague LMS report ask into the decision, audience, data source, cadence, and ownership needed to make it useful.

The messy version is usually not a writing problem.

Someone asks for a report without naming the decision the report should support.

Look for the decision the artifact needs to support.

Before building the next LMS report, ask what decision will be made differently if the report is accurate.

The shift is small, but it changes the conversation.

A report is only useful if someone can say what decision changes when the number changes.

15-minute meeting move

Take the requested report and add three fields before building anything: decision, audience, and action threshold. If those are blank, the report is not ready.

Office/workspace move

Mock the report in PowerPoint, Excel, Google Slides, or Sheets before touching the LMS export. Use sample numbers and ask what action each number would trigger.

Out-of-box move

Mock the report in a one-slide screenshot before pulling data. Put fake but realistic numbers in it and ask leaders what they would do if the numbers were real.

AI-assisted move

Ask AI to turn the report request into a report definition with decision, audience, source fields, cadence, owner, and possible misuse risks.

What changes when the work becomes clearer.

Use this as a pattern. The exact wording will change, but the move is the same: name the audience, workflow, owner, evidence, or decision more clearly.

Before
Can you send a monthly completion report for the new program?

The report request sounds simple, but it does not say who will use it, what decision they need to make, which audience matters, or what action changes when the number moves.

After
Monthly readiness report for regional leaders deciding where follow-up coaching is needed.

Audience: regional leaders. Decision: where to focus coaching. Data: completion, readiness check, manager observation, and support-ticket theme. Cadence: monthly for 90 days. Owner: program manager.

The artifact starts carrying more of the operating logic.

  • The report has a decision, not just a metric.
  • The audience is clear enough to design the view.
  • The cadence matches the follow-up window.
  • The owner knows when to retire or revise the report.

Try it before you rebuild the whole system.

Before building the next report, ask the leader to finish this sentence: if this number is high or low, we will decide whether to...