32 lines
1.2 KiB
Markdown
32 lines
1.2 KiB
Markdown
---
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name: executive-ebr-kit
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description: Template pack for executive business reviews with outcomes, risks, and
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asks.
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---
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# Executive EBR Kit Skill
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## When to Use
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- Preparing quarterly/biannual executive business reviews (EBRs/QBRs).
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- Aligning customer exec sponsors with value realization, roadmap, and investment asks.
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- Creating consistent storytelling across CS leaders and account teams.
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## Framework
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1. **Narrative Structure** – headline, impact summary, challenges, commitments, next plays.
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2. **Metric Spine** – adoption, value, ROI, roadmap alignment, joint KPIs.
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3. **Risk & Opportunity** – top 3 blockers + mitigations; top 3 growth bets + investment needs.
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4. **Executive Actions** – decisions, approvals, introductions, or resources requested.
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5. **Follow-Up Tracker** – owner, due date, status, and impact measurement.
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## Templates
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- 6-slide EBR deck outline with talking points per slide.
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- Memo template for async EBRs.
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- Action/decision log sheet shared with customer + internal teams.
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## Tips
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- Lead with outcomes delivered before asking for investment or case studies.
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- Include joint success metrics the customer already tracks for easier alignment.
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- Pair with `run-escalation-playbook` for exec-ready updates on remediation progress.
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---
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