Steerco Pack

Skill: steerco-pack

When to invoke

• "steerco pack", "steerco update", "steering committee", "program update deck"
• "ExCo update", "CFO update pack", "monthly update", "board pack"
• When Jacob needs a structured program status report for senior stakeholders

Step 1 — Gather inputs

Ask Jacob for the following (or pull from context if already provided):

Required:

• Reporting period (e.g. "March 2026", "Q3 FY26")
• Financial summary: banked, in-flight, pipeline values by lever (or confirm "pull from program-tracker")
• Active initiative list with status, owner, FY26 value, next milestone
• Decisions required (if any)
• Top risks or issues
• Next period commitments

Auto-pull if available:

• 4 - Projects/program-tracker/initiative_registry.md — initiative list, status, values
• Any recent analysis outputs referenced in conversation

If data is missing: show "TBC" — never fabricate. Flag clearly as needing input.

Output format: Ask if not already stated.

• Default: Word doc (.docx) using python-docx
• If Jacob says "deck" or "slides": invoke pptx skill

Step 2 — Confirm structure

Before generating, confirm with Jacob:

1. Which sections to include (all 6 by default)
2. Any initiatives with status changes since last update (flag these in Section 3)
3. Whether to mark as DRAFT or FINAL (default: DRAFT)

Step 3 — Generate the pack

Section 1 — Program Scorecard

One-page traffic-light summary. Use this table structure:

Traffic light definitions:

• 🟢 On track — no intervention needed
• 🟡 At risk — action underway, needs monitoring
• 🔴 Off track — escalation or decision required

Hard rule: If Gap to target is >40% with <6 months remaining in FY26, Overall Program status cannot be 🟢.

Section 2 — Financial Summary

Table by lever:

Definitions:

• Banked = validated savings in actuals or contracted
• In-flight = weighted by confidence: High=100%, Medium=60%, Low=30%
• Pipeline = identified but not yet actioned
• Gap = Target − (Banked + In-flight weighted)

Include a brief narrative (2–3 sentences) on overall trajectory and key movement since last period.

If generating .docx: describe waterfall chart concept in a callout box — full chart rendering not available in python-docx. If generating .pptx: include a waterfall chart (Target → Banked → In-flight → Pipeline → Gap).

Section 3 — Initiative Status

Table of active initiatives, grouped: Banked first, then In-flight, then Pipeline.

Status values: Banked | In-flight (High) | In-flight (Medium) | In-flight (Low) | Pipeline | Blocked | On Hold

Flag any initiative where status has CHANGED since last update with a note: "(↑ upgraded)", "(↓ downgraded)", "(NEW)", "(BLOCKED)".

If no changes, note "No status changes since last update."

Section 4 — Decisions Required

Table of genuine decisions only. Do not include FYIs.

Rules:

• Each decision must have a clear recommendation — take a position
• "Required by" must be a specific date, not "ASAP" or "TBC"
• If no decisions are pending, state: "No decisions required this period."

Section 5 — Risks & Issues

Table of material risks and issues only. Maximum 6 rows. Split risks (future) from issues (current).

If fewer than 3 items exist, that's fine — do not pad.

Section 6 — Next Period Plan

Commitments Jacob and the team will deliver before the next steerco. Maximum 10 actions.

Keep actions specific and outcome-oriented (e.g. "Complete procurement deep-dive for FM category" not "Progress FM work").

Step 4 — Generate output file

Word (.docx) — default

Use python-docx via inline heredoc. Activate venv first:

source <workspace>/.venv/bin/activate && python3 - << 'EOF'
# python-docx script here
EOF

Document structure:

• Cover page: configured brand logo (bring your own theme), report title, reporting period, DRAFT/FINAL watermark
• Each section on its own page with a brand-coloured section header (configured theme)
• Tables use alternating row shading (white / light grey), header row in the brand accent colour with white text
• Font: configured brand font (fallback: Arial), body 10pt, headings 12pt bold
• Currency: AUD, formatted as $#,##0 (no decimals)

Save to: 4 - Projects/program-tracker/[YYMMDD]_Steerco_Pack.docx

If 4 - Projects/program-tracker/ does not exist, create it.

PowerPoint (.pptx) — if Jacob requests "deck" or "slides"

Invoke the pptx skill. Pass all six sections as structured content. Apply the configured brand colours (bring your own theme).

Save to: 4 - Projects/program-tracker/[YYMMDD]_Steerco_Pack.pptx

Step 5 — Log and confirm

Append a dated entry to 4 - Projects/program-tracker/log.md (create if not exists):

## Steerco Pack — [YYYY-MM-DD]
- Reporting period: [period]
- Sections included: [list]
- Output: [file path]
- Data gaps / TBCs: [list any missing fields]
- Status changes flagged: [list or "none"]

Confirm to Jacob: file path, any TBC fields that need filling before distribution, and whether DRAFT stamp is applied.

Programme context (always apply)

• Company: a large ASX-listed infrastructure services enterprise
• Sectors: D&SI, Telco, Transport, Infrastructure Services
• Cost program: 8 figure FY26 / 9 figure 3-year target
• Levers: procurement, policy, workforce, operating model
• Audience: ExCo, CFO, sector leadership
• All figures AUD unless stated

Quality rules

• Never fabricate numbers — missing data = "TBC", not a guess
• Traffic lights must be justified in the commentary column
• Decisions section must take positions — "we recommend Option A because..."
• Pack must be readable in 5 minutes by a time-poor executive
• No padding, no filler, no AI-sounding language
• Tone: direct, professional — as if briefing a project director over coffee

Wiki Compile (post-delivery)

After delivering the output, compile durable findings to the Knowledge Wiki. Read context/wiki-compile-step.md for the full checklist. Skip if the output is formatting-only or contains no new findings (apply the "so what" test).