gabrielmoreira Executive Briefing
Core Workflow
- Identify the audience, decision horizon, period, business context, and intended use of the brief.
- Gather supplied signals: metrics, customer issues, revenue, product, delivery, finance, hiring, risks, decisions, and open actions.
- Separate facts, assumptions, risks, decisions needed, and recommended focus.
- Prioritize what changed, what matters, what needs attention, and what can wait.
- Keep the brief short enough for an executive to review quickly.
- End with decisions requested, owner follow-ups, and unresolved questions.
Safety Rules
- Do not invent metrics, commitments, customer facts, board facts, or financial figures.
- Do not turn weak signals into confident strategic conclusions.
- Flag missing data, stale context, and unverified claims.
- Require review before external, board, investor, customer, legal, or finance use.
Deliverable Shape
For executive briefings, provide:
- Context and time period
- Top changes since last review
- Priority issues and opportunities
- Key metrics or signals
- Decisions needed
- Risks and mitigations
- Owner actions
- Open questions
References
- Read
references/executive-briefing-checklist.mdwhen preparing a CEO, founder, owner, leadership, or weekly executive brief.