# Work Summary Template (English Edition) > **Companion tutorial**: B5 "Your First Work Summary, Written with AI" > **Audience**: Office beginners who go blank the moment they need to write a summary > **Core structure**: 5-section (Achievements / Shortcomings / Reflection / Next-Period Focus / Resource Needs) + Opening paragraph --- ## 1. How to Use This Template 1. **Make a copy** of this `.md` file and rename it to `[YourName]_[Period].md` (e.g., `WorkSummary_LiZhang_2026Q3.md`). 2. Open it in VS Code / Typora / Obsidian / any Markdown editor (you can also paste it into Word / WPS Writer). 3. **Replace every `[placeholder]` with your real content.** AI can draft each section for you, but **data, names, numbers, and project names must come from you** — AI doesn't know what you actually did. 4. After replacing, apply the heading styles (Word / WPS "Heading 1 / Heading 2 / Heading 3") using the **Heading-Level Mapping** below — one click generates a table of contents. --- ## 2. Heading-Level Mapping (Word / WPS Writer) | Level | In this template | Word style | Used for | Length guidance | |-------|------------------|------------|----------|-----------------| | H1 | `# Work Summary — [Name] [Period]` | Heading 1 | The single big title | 1 line | | H2 | `## 1. Opening` `## 2. Achievements` … | Heading 2 | Each main section | 5 of them | | H3 | `### Key Initiative A` | Heading 3 | Sub-items under Achievements | As needed | | Body | Plain paragraphs | Normal | Body paragraphs | — | > 💡 **Tip**: Once styles are applied, click **References → Table of Contents → Automatic Table 1** in Word / WPS and a TOC appears in 1 second. --- ## 3. Template Body (copy into your own file) ```markdown # Work Summary — [Your Name] [Period, e.g., Q3 2026] > Role: [Your role, e.g., Marketing Operations Specialist] > Period: [Start date — End date] > Date written: [Date] > Use case: [Weekly / Monthly / Project / Quarterly / Yearly summary] --- ## 1. Opening (1 paragraph, set the scene) [In 1–2 sentences, state the period, role, and overall tone. For example: "This quarter, under the team's guidance, I focused on three areas: official-account operations, offline events, and WeChat-group building. Average reads grew steadily, offline events produced first-time on-site conversions, and we built 8 WeChat groups from scratch. Overall, the quarter's results met our targets."] --- ## 2. Achievements (key numbers + bullet structure) ### 2.1 [Key Initiative / Module A] - Headline (one sentence): [e.g., "Average reads per post grew 87.5% QoQ"] - Specific numbers: [e.g., "Published 24 posts; average reads went from 800 to 1,500"] - Key actions: [e.g., "Shifted content angle from product-led to user-story-led"] ### 2.2 [Key Initiative / Module B] - Headline: [e.g., "Offline events generated first-time on-site conversions"] - Specific numbers: [e.g., "2 events, 120 attendees, 30 on-site leads"] - Key actions: [e.g., "Invited industry KOLs and added a prize-draw interaction"] ### 2.3 [Key Initiative / Module C] - Headline: [e.g., "Built 8 WeChat groups from zero"] - Specific numbers: [e.g., "~600 total members; ~75 per group"] - Key actions: [e.g., "Unified group rules, weekly fixed topics, rotating host"] - To improve: [e.g., "Daily engagement is average; interaction rate is low"] --- ## 3. Shortcomings (be honest, pick 1–3) 1. **[Shortcoming 1: time management / planning / communication / technical skill]** - What it looked like: [e.g., "Frequent firefighting; monthly plan disrupted 3+ times"] - Impact: [e.g., "Two event materials were delivered late"] 2. **[Shortcoming 2]** - What it looked like: […] - Impact: […] 3. **[Shortcoming 3]** - What it looked like: […] - Impact: […] --- ## 4. Reflection (the "why" behind the shortcomings) - **[Reflection on Shortcoming 1]** — [e.g., "I never blocked core working hours; instant messages constantly interrupted me. Next quarter I will reserve a 2-hour no-interruption block."] - **[Reflection on Shortcoming 2]** — […] - **[Reflection on Shortcoming 3]** — […] --- ## 5. Next-Period Focus (no more than 5 items) 1. **[Goal 1]** — concrete action + measurable indicator - Action: [e.g., "Standardize 4 event SOPs"] - Measure: [e.g., "Next event needs 30% less manpower, conversion rate ≥ this time"] 2. **[Goal 2]** — action + measure - Action: […] - Measure: […] 3. **[Goal 3]** — action + measure - Action: […] - Measure: […] --- ## 6. Resource Needs (what you need from your boss) - **People** — [e.g., "1 community-operations intern to handle daily topics and user Q&A"] - **Budget** — [e.g., "¥15,000 / quarter for offline event materials"] - **Training / Tools** — [e.g., "Attend a data-analysis class in September"] - **Cross-team** — [e.g., "Sales to share last quarter's customer-profile data"] --- ## Appendix: Applying Word / WPS heading styles in 4 steps 1. Select `# Work Summary — …` → apply **Heading 1**. 2. Select `## 1. Opening` `## 2. Achievements` … `## 6. Resource Needs` → apply **Heading 2**. 3. `### 2.1` `### 2.2` … → apply **Heading 3**. 4. **References → Table of Contents → Automatic Table 1** for an instant TOC. ``` --- ## 4. Field Reference (placeholder explanations) | Placeholder | Type | Example | Notes | |-------------|------|---------|-------| | `[Your Name]` | text | Li Zhang | Author | | `[Period, e.g., Q3 2026]` | text | Aug–Oct 2026 | Time range | | `[Your role, …]` | text | Marketing Ops Specialist | Job title | | `[Key Initiative / Module A]` | text | Official-Account Ops | 3–5 parallel modules | | `[Specific numbers]` | number | 24 posts | **Must be real** | | `[Shortcoming 1: …]` | text | Time management | Pick 1–3 weaknesses | | `[Goal 1] + Action + Measure` | text | — | Structured style for next-period focus | | `[People / Budget / Training / Cross-team]` | text | 1 intern | 4 categories of resource needs | > ⚠️ **AI-generated numbers must always be verified against this table.** Let AI draft, but never let AI make up numbers — that's the one rule you cannot break. --- ## 5. Five Scenario Prompts (copy directly into AI) ### Scenario 1 — Weekly summary (every Friday) ``` Based on the bullets below, please write a weekly summary (~300 words). Tone: formal but natural, no empty bureaucratic clichés. Structure: four blocks — Completed this week, Not completed (rolls over to next week), Plan for next week, Items needing help. Keep the numbers in the bullets exactly as given; do not fabricate or alter them. This week's bullets: 1. … 2. … 3. … ``` ### Scenario 2 — Monthly summary (end of month) ``` Based on the bullets below, please write a monthly summary (~600 words). Tone: formal but natural, no "under the leadership of…" clichés. Structure: five blocks — Overview, Key results this month, Issues & improvements, Next month's focus, Resource/support needs. Keep the numbers exactly as given; do not fabricate them. This month's bullets: 1. … 2. … 3. … 4. … ``` ### Scenario 3 — Project summary (after a project ends) ``` Based on the bullets below, please write a project retrospective for "[Project Name]" (~1,200 words). Tone: professional but readable, no grandiose clichés. Structure: six blocks — Background, Goal achievement, Key results, Process issues & retrospective, Reusable lessons, Next-step actions. Keep the numbers exactly as given; do not fabricate them. Project bullets: 1. Background: … 2. Goal achievement: … 3. Key results: … 4. Process issues: … 5. Reusable lessons: … 6. Next steps: … ``` ### Scenario 4 — Quarterly summary (end of quarter) ``` Based on the bullets below, please write my personal work summary for [Q3 2026] (~800 words). Tone: formal but natural, no "fully completed" clichés. Structure must include five sections — Opening, Work Recap, Key Achievements, Shortcomings & Improvements, Next Steps. Keep the numbers exactly as given; do not fabricate them. My bullets: 1. … 2. … 3. … 4. … 5. … ``` ### Scenario 5 — Yearly summary (end of year) ``` Based on the bullets below, please write my personal year-end summary for [2026] (~1,500 words). Tone: formal but natural, no "remarkable results" empty phrases. Structure must include seven blocks — Year overview, Core results (with numbers), Major project retrospective, Capability growth, Existing shortcomings & reflection, Next-year direction, Resources & support needed. Keep the numbers exactly as given; do not fabricate them. My bullets: 1. Core results this year: … 2. Major projects: … 3. Capability growth: … 4. Shortcomings: … 5. Next-year direction: … 6. Resource needs: … ``` --- ## 6. AI Rewrite Prompt (polish the first draft) After AI's first version comes back, run this "drop clichés + quantify + bullet structure" triplet: ``` Please do three things to the summary above: 1) Quantify achievements wherever possible — use numbers, avoid vague phrases like "significantly improved"; 2) Rewrite the "Key Achievements" section as bullets, each starting with a one-sentence conclusion followed by one specific explanation; 3) Remove clichés such as "under the leader's care," "fully completed," and "remarkable results" — keep it natural and like a real person wrote it. Keep the total around [X] words — trim if too long, add a transition if too short. ``` > Reminder: **replace `[X]` with your target word count** (800 / 1200 / 1500 depending on the scenario). AI will not extend short drafts on its own but will trim long ones. --- ## 7. FAQ After Applying Styles - **Q: What are the heading styles called in WPS Writer?** A: Same as Word — "Heading 1 / Heading 2 / Heading 3". Found in the **Home** tab's Styles pane. - **Q: My automatic Table of Contents is missing some H2s.** A: Check whether the line really has the **Heading 2** style (not just bold-formatted text). Manual bolding only changes the look; it isn't a "heading". - **Q: Should I add a logo / company letterhead?** A: If your company has a template, use it; otherwise use this template and remove the `>` blockquote lines. - **Q: The AI draft reads like "translated bureaucratic Chinese." What now?** A: Send this instruction: "Rewrite all sentences in a more conversational, human voice; don't use bureaucratic tone." If it still doesn't read like you, manually rewrite the awkward sentences in your own voice. --- *This template works with WPS Writer and Microsoft Word 2016+. AI tool: WPS AI or ERNIE Bot (either is fine). In every scenario, **numbers come from your own bullets; AI never invents your data**.*