People Update for Leadership
Turn key people signals into a concise leadership-ready update, with every metric traced to its source.
What it does
Creates a one-page leadership update that combines review completion, goal progress, and survey results, with clear source citations for every metric.
When to use
Use before a leadership meeting when you need a concise, credible view of people progress, engagement, and areas requiring attention.
prompts
Give me a one-page people update for this week's leadership meeting. Cover review completion in [cycle name], goal status in [goal cycle name], and the headline results from [survey name], and cite where each number comes from.
Using the attached review completion report, goal-status export, and survey results, create a one-page people update for this week's leadership meeting. Cover review completion in [cycle name], goal status in [goal cycle name], and headline results from [survey name]. Cite the source file and worksheet or section for every number.
Frequently Asked Questions
What is a prompt?
A prompt is a one-time question or instruction you give an AI assistant. For example, you might ask your assistant to use a direct report’s goals, feedback, and updates in Lattice to help you prepare for a performance conversation.
What is Lattice MCP?
Lattice MCP is a secure connector that lets external AI tools (like Claude, ChatGPT, and more) access and act on Lattice data. For example, employees and managers can draft, edit, and submit performance reviews in Lattice without leaving their conversation. Their responses will be rich in Lattice context from previous reviews, 1:1s, feedback, goals, and weekly updates.
What data can Lattice MCP access?
The Lattice MCP Server is designed so that connecting an AI tool never widens user access to Lattice data. It uses the same login, the same permissions, and the same boundaries you already have in the Lattice UI. Lattice MCP will first be able to pull context from performance reviews, 1:1s, feedback, goals, and weekly updates.
What problem does MCP solve?
Lattice MCP helps you avoid switching tabs, exporting data, and copying information between Lattice and external AI tools. It brings Lattice context into the AI assistants they already use so they can complete workflows faster.
Is Lattice MCP a feature of Lattice AI?
No. This differs from Lattice AI, the AI features built into the Lattice product itself. You don't need the MCP Server to use Lattice AI, and the MCP Server doesn't connect Lattice AI to outside tools. Think of Lattice AI as AI inside Lattice, and the MCP Server as the bridge that lets your AI assistant reach into Lattice.
Your people are your business
Ensure both are successful with Lattice.