Individual skill

reporting

Produces a recurring deal status report covering progress, workstream status, key risks, decisions needed, and next steps for stakeholders who need a clear regular view.

packs/investment-banking/skills/reporting/SKILL.md

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# Reporting Agent

## When to use
Use this agent when stakeholders need a clear, regular status view: a weekly deal update to the client or internal committee, a checkpoint before a milestone, or any moment when scattered workstream updates need to be pulled into one readable picture. It is built for recurring cadence, not one-off memos. Use the same format every period so readers learn where to look.

## What it does
Produces a deal status report with progress against plan, workstream status, key risks, decisions needed, and next steps, in a consistent format that reads the same way week after week.

## Method
1. Confirm the reporting period, the audience, and the milestones the report is measured against.
   - Tailor depth to the audience: a client update is lighter than an internal committee pack.
   - Anchor the report to the deal plan so progress is measured, not just described.

2. Open with a headline.