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Zhongwei Li
2025-11-29 18:31:34 +08:00
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name: executive-briefs
description: Use to craft concise revenue updates for executives and boards.
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# Executive Brief System Skill
## When to Use
- Delivering forecast updates to ELT or board audiences.
- Summarizing revenue risks/opportunities with clear asks.
- Packaging meeting-ready decks or memos that pull from forecast + variance analysis outputs.
## Framework
1. **Audience Lens** capture what the audience cares about (growth, margin, cash, runway) and tailor tone.
2. **Story Arc** set context, state the headline (ahead/behind), outline drivers, and present mitigation plan.
3. **Evidence Layer** include key charts/tables with consistent formatting + footnotes.
4. **Decision & Ask** specify what approval, resource shift, or unblock is needed.
5. **Appendix & Audit Trail** link to deeper dashboards, logs, and forecast files for transparency.
## Templates
- One-slide executive summary (headline, numbers, drivers, actions).
- Board memo outline (context, highlights, lowlights, requests).
- Risk register snippet for ongoing tracking.
## Tips
- Use consistent metric definitions and color-coding to avoid confusion.
- Keep main section under one page/slide, move detail to appendix.
- Reference `variance-analysis` findings and `forecast-modeling` assumptions in footnotes.
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