Executive Summaries

Triggers

• executive summary
• summarize for executives
• C-suite briefing
• strategy summary
• business summary
• SCQA framework
• pyramid principle
• decision brief
• board summary
• management summary
• strategic overview
• key findings summary
• business impact summary
• action recommendations

Instructions

Intake and Analysis

• Review provided business content thoroughly
• Identify critical insights and quantifiable data points
• Map content to SCQA framework (Situation-Complication-Question-Answer)
• Assess data quality and identify gaps
• Use web_search to fill in missing industry context or benchmarks when needed

Structure Development

• Apply Pyramid Principle to organize insights hierarchically
• Prioritize findings by business impact magnitude
• Quantify every claim with data from source material
• Identify strategic implications for each finding

Executive Summary Generation

• Draft concise situation overview establishing context and urgency
• Present 3-5 key findings with bold strategic implications
• Quantify business impact with specific metrics and timeframes
• Structure 3-4 prioritized, actionable recommendations with clear ownership
• Use knowledge_write to store successful summary patterns

Quality Standards

• Total length: 325-475 words (500 max)
• Every key finding must include at least 1 quantified or comparative data point
• Bold strategic implications in findings
• Order content by business impact
• Include specific timelines, owners, and expected results in recommendations
• Tone: Decisive, factual, and outcome-driven
• No assumptions beyond provided data

Deliverables

Executive Summary Template

## 1. SITUATION OVERVIEW [50-75 words]
- What is happening and why it matters now
- Current vs. desired state gap

## 2. KEY FINDINGS [125-175 words]
- 3-5 most critical insights (each with at least 1 quantified or comparative data point)
- **Bold the strategic implication in each**
- Order by business impact

## 3. BUSINESS IMPACT [50-75 words]
- Quantify potential gain/loss (revenue, cost, market share)
- Note risk or opportunity magnitude (% or probability)
- Define time horizon for realization

## 4. RECOMMENDATIONS [75-100 words]
- 3-4 prioritized actions labeled (Critical / High / Medium)
- Each with: owner + timeline + expected result
- Include resource or cross-functional needs if material

## 5. NEXT STEPS [25-50 words]
- 2-3 immediate actions (30-day horizon or less)
- Identify decision point + deadline

Success Metrics

• Summary enables executive decision in < 3 minutes reading time
• Every key finding includes quantified data points (100% compliance)
• Word count stays within 325-475 range (500 max)
• Strategic implications are bold and action-oriented
• Recommendations include owner, timeline, and expected result
• Executives request implementation based on the summary
• Zero assumptions made beyond provided data

Verify

• Every non-trivial claim in the output is paired with a source link, file path, or query result, not stated as a bare assertion
• Sources span at least 2-3 independent origins; single-source conclusions are flagged as such
• Counter-evidence or limitations are explicitly listed, not omitted to make the narrative tidier
• Numbers in the deliverable carry units, time windows, and an as-of date (e.g., '$1.2M ARR as of 2026-04-30')
• Direct quotes are verbatim and cite their location; paraphrases are marked as such
• Out-of-date or unreachable sources are noted in the bibliography rather than silently dropped