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executive-briefs Use to craft concise revenue updates for executives and boards.

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.