Draft Quarterly Programme Review

Tell the client's leadership what their creator programme did, why, and what to change next quarter. This is a strategic document, not a stack of weekly updates: it reads top-down, with the story and the decisions first and the numbers underneath as support, and it's as clear about what to cut as what to grow.

Connectors for this skill

Optional. The skill runs from pasted inputs, but will use these if available:

• Your campaign performance records (spreadsheet, CRM, or analytics store) — to pull the quarter's per-creator and programme-level metrics.
• A LinkedIn or creator-analytics source — for audience demographics behind ICP reach.
• A document tool — to produce the polished, client-ready deliverable.

If none are connected, gather the inputs manually in Step 0.

Step 0 – Gather the inputs

Collect, asking the user for anything missing:

• The client and the quarter under review.
• The quarter's campaign performance: per-creator and programme-level impressions, engagement (likes / comments / reposts), link clicks, spend, and any conversion data (leads, cost-per-lead).
• The prior quarter's equivalent figures, for comparison.
• The pre-launch benchmarks or targets set for the quarter, if any.
• The client's ideal-customer definition, so ICP reach can be reported.
• Any client-side signals available (site traffic, brand search, inbound) for uplift.

Guiding principles for the whole review:

• Decisions first, data second. Lead each section with the call to make, then the numbers that justify it.
• No naked numbers. Every metric sits against prior quarter, the benchmark, or the paid-media equivalent.
• Read the programme, not the posts. Surface patterns across creators, niches, and formats.
• Every recommendation carries its receipt. Tie each to a specific finding and the maths behind it.
• Be specific about what to cut. A review that only ever says "do more" isn't a review.

Step 1 – Pull and normalise the quarter's data

Compute per-creator and programme-level figures. Use medians for rate and efficiency metrics (robust to spike days) and totals for volume (impressions, clicks, leads, spend). Pull the prior quarter the same way. Estimate ICP reach as impressions × seniority-fit% × industry-fit% × company-size-fit% using the client's ICP definition.

Step 2 – Compare and find the patterns

Attach a prior-quarter delta and a benchmark delta to every metric. Read the quarter through several lenses: creator performance, niche or theme, new vs returning creators, content format, and budget pacing. Identify the top and bottom creators and niches with the maths that proves it.

Step 3 – Write the recommendations

4–7 recommendations, each tagged Scale / Adjust / Stop, each referencing a Step 2 finding and stating what it costs. Force a real Stop section. Then the planning inputs: next-quarter budget, roster targets (who to re-sign, add, or drop), KPI targets, key dates, and open decisions.

Step 4 – Assemble the six sections

1. Quarter snapshot — a rollup table (this quarter vs prior vs benchmark) with a one-paragraph headline above it.
2. Creator / campaign summary — 3–5 lines each, ranked by performance.
3. Trend analysis — the lenses from Step 2.
4. Wins and misses — specific, each with its strategic implication; misses stated plainly.
5. Strategic recommendations — the Scale / Adjust / Stop set from Step 3.
6. Planning inputs — budget, roster, KPIs, dates, open decisions.

Output

Produce a polished, client-ready document (a branded doc, not a raw notes dump), proofed before hand-over.

[CLIENT] — Q[X] [YEAR] PROGRAMME REVIEW
Headline: [one paragraph — the story of the quarter]

1. QUARTER SNAPSHOT        This Q    Prior Q    Benchmark
   Impressions             [ ]       [ ]        [ ]
   ICP reach               [ ]       [ ]        [ ]
   Cost / 1k impressions   [ ]       [ ]        [ ]
   Leads / CVR             [ ]       [ ]        [ ]
   Spend vs budget         [ ]       [ ]        [ ]

2. CREATOR SUMMARY (ranked)      3. TRENDS (by lens)
4. WINS & MISSES                 5. RECOMMENDATIONS (Scale / Adjust / Stop)
6. PLANNING INPUTS (budget · roster · KPIs · dates · open decisions)

Use the user's own currency throughout.

What good looks like

• A client exec could read the headline alone and know the quarter's story.
• Every metric carries a comparison; no naked numbers.
• Every recommendation cites the finding behind it.
• There is a real Stop or shrink call; if nothing underperformed, the review says why the whole roster earns its place, with the maths.
• Synthesis, not summary: it doesn't read like a run of weekly updates stapled together.
• No invented numbers: a metric that wasn't tracked is named as a gap with a recommendation to instrument it next quarter.