Lesson 8 of 8 · Video
The monthly report to your manager
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Curriculum0 of 8 done
One page a month that says what changed, what broke and was fixed, what residents used and what you need decided, so the website gets support before it gets complaints.
Notes
Step 1 of 5
Start here
The website is often invisible to the people who fund it until something goes wrong. A short monthly report changes that. It shows the work, the risks and the decisions that need a manager, before a resident complaint or a records request makes the case for you.
This lesson gives you a one-page report you can write in half an hour from records you already keep.
Step 2 of 5
The five sections
Keep the same sections every month, so your manager learns where to look.
1. Decisions needed. Put this first. One to three items, each with a recommendation and a date:
- "The Planning department has not reviewed its pages in 14 months. I recommend we ask the director to name an owner by December 1."
- "Our payment form vendor's contract ends in March. We need to decide by January whether to renew."
2. What changed. New pages, removed pages, big updates and meetings posted. Use counts and a few examples, not a full list: "Published 6 new pages, including leaf pickup and the winter parking rules. Posted all 9 meeting agendas on time."
3. What broke, and what we did. From your weekly check log, form tests and resident reports: "The permit form stopped sending on October 3 after an email change. Found on October 7, fixed the same day. Four submissions were recovered from the saved copies."
4. What residents used. If your site has analytics, the top pages and top search terms say what residents need. Report what they mean: "Leaf pickup was the most visited page in October, and 'leaf' was the top search. The schedule is now linked from the homepage."
5. Accessibility and compliance. Progress toward WCAG 2.1, Level AA under the Title II rule: documents fixed, issues found, issues still open, and the compliance date that applies to your institution. ADA.gov lists the dates: April 26, 2027 for governments serving 50,000 or more people, and April 26, 2028 for smaller governments and special districts.
Step 3 of 5
Numbers you can trust
Only report numbers you can show. Good sources:
- your weekly check log and form test dates,
- your page list with owners and review dates (overdue reviews are a number),
- your site's analytics, if it has them,
- an accessibility checker's results, with the date you ran it.
If you do not have analytics, say so, and skip that section. Do not estimate.
Analytics.usa.gov is a public example from the federal government: the Digital Analytics Program publishes what people use on federal websites. Your report is private, but the questions are the same ones: what did people come for, and did they find it?
Step 4 of 5
What to leave out
- Every edit you made. Your manager does not need to know you fixed a typo.
- Technical detail with no decision attached. Link to it instead.
- Blame. Say what broke and what you did, with dates.
Step 5 of 5
Make it routine
Write the report on the same day each month, the day after your monthly form tests. Send it by email, keep a copy in a shared folder, and bring the decisions section to your regular meeting with your manager. Over a year, twelve reports show how the site improved, what it cost in time and where help is still needed.
Sources
- U.S. Department of Justice, Fact Sheet: New Rule on the Accessibility of Web Content and Mobile Apps, ADA.gov
- U.S. General Services Administration, analytics.usa.gov (the Digital Analytics Program's public dashboard)
Transcript
Synthesized narration; a recorded voice replaces it later.
- 0:00The website is often invisible to the people who fund it until something goes wrong.
- 0:04A short monthly report shows the work, the risks and the decisions that need a manager, before a complaint makes the case for you.
- 0:13Keep the same five sections every month, so your manager learns where to look.
- 0:18Decisions needed goes first.
- 0:20One to three items, each with a recommendation and a date.
- 0:24For example: the Planning department has not reviewed its pages in 14 months.
- 0:29I recommend we ask the director to name an owner by December 1.
- 0:34What changed: counts and a few examples, not a full list.
- 0:38What broke, and what we did: from your weekly check log, form tests and resident reports, with dates.
- 0:47Only report numbers you can show.
- 0:49If your site has monitoring, the findings are dated and countable.
- 0:53Here, in the public demo of LFW's client portal, with sample data, each open finding says what it is, where, and when it was seen.
- 1:04What residents used.
- 1:05If your site has analytics, report what the top pages mean, not only the numbers.
- 1:11Leaf pickup was the most visited page in October, so the schedule is now linked from the homepage.
- 1:18If you do not have analytics, say so, and skip that section.
- 1:22Do not estimate.
- 1:25Accessibility and compliance: progress toward WCAG 2.1, Level AA under the Title II rule.
- 1:32Documents fixed, issues found, issues still open, and the compliance date that applies to you: April 26, 2027 for governments serving 50,000 or more people, and April 26, 2028 for smaller governments and special districts.
- 1:50Leave out every small edit, technical detail with no decision attached, and blame.
- 1:55Say what broke and what you did, with dates.
- 1:59Your task.
- 2:00Write this month's report, using the five sections.
- 2:04Put at least one decision in section one, with a recommendation and a date.
- 2:08Pull the numbers from your weekly check log and form list.
- 2:11Send it to your manager, and save a copy where your backup can find it.
Task
Your task at your institution
Quiz
4 questions. Choose one answer for each, then check them. Each answer shows its reason.
Show the answers
- B. The decisions or help you need from them. A manager can act on a decision request. The rest is context for it.
- B. What residents looked for, and what that means for the site. A number matters when it explains what residents needed. Say what it means.
- B. The weekly check log, form tests and resident reports. The weekly check (lesson 1) already records them. The report adds them up.
- A. One page. One page gets read. Link to detail for anyone who wants it.
You have done every lesson in Running a Public Website Day to Day on this device. A free LFW account keeps it and gives you a dated completion record.