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executive-kpi-briefings Template pack for summarizing BI insights for ELT/board stakeholders.

Executive KPI Briefings Skill

When to Use

  • Preparing weekly/monthly ELT updates with BI insights.
  • Translating dashboards into succinct decision memos.
  • Coordinating follow-up actions after KPI reviews.

Framework

  1. Headline & Signal lead with KPI delta, direction, and confidence.
  2. Driver Analysis highlight top drivers, segments, or anomalies.
  3. Implications spell out impact on goals, customers, or investments.
  4. Actions & Owners list next steps, DRIs, due dates, and guardrails.
  5. Appendix link to dashboard tabs, methodology, and deeper data.

Templates

  • 1-page KPI memo (headline, context, actions).
  • Slide template for ELT/board readouts.
  • Follow-up tracker with ownership + status fields.

Tips

  • Keep narratives under 200 words unless deeper context is requested.
  • Pair with build-exec-dashboard and plan-bi-roadmap for consistent storytelling.
  • Capture questions/decisions in a log to feed future prioritization.