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exec-briefing-kit Template for packaging revenue analytics into concise exec/board narratives.

Executive Briefing Kit Skill

When to Use

  • Preparing weekly/monthly revenue readouts for ELT/board.
  • Translating dense analytics into concise decisions, asks, and risks.
  • Coordinating cross-functional follow-ups post-briefing.

Framework

  1. Story Spine headline, context, signal, implication, action.
  2. Metric Snapshot top KPIs with delta vs target, YoY, and confidence band.
  3. Focus Risks/Opps highlight 3 blockers/opportunities with owners.
  4. Decision Log capture exec decisions, escalations, and follow-ups.
  5. Comms Pack create slides/memo + Slack/email summary for broader teams.

Templates

  • 3-slide deck outline (headline, KPI spine, action plan).
  • Memo template with summary → insights → actions.
  • Decision/action log sheet with owner, due date, status.

Tips

  • Lead with actions/asks; park methodology in appendix.
  • Include guardrail status inline so execs can quickly assess risk.
  • Pair with revenue-health-dashboard for visuals and command outputs for deep dives.