Generating Exec Update

Generating Exec Update

Overview

Generates a concise 1-page executive update from latest PM outputs (charters, VOC, KTLO, decisions). Perfect for stakeholder meetings and leadership reviews.

When to Use

• Before leadership meetings
• Weekly exec check-ins
• Monthly updates to stakeholders
• Quick status snapshots

Core Pattern

Step 1: Read Latest Outputs

Read the most recent files from:

• outputs/roadmap/ (latest charter)
• outputs/insights/ (latest VOC synthesis)
• outputs/ktlo/ (latest KTLO triage)
• outputs/decisions/ (recent decisions)

If files missing, note what's unavailable.

Step 2: Extract Key Information

From each source, extract:

• Problems: What are we solving? (from charters/VOC)
• Metrics: Current vs target KPIs (from charters)
• Risks: Top risks and mitigations (from charters/KTLO)
• Timeline: Current week + quarter milestones (from charters)

Step 3: Generate 1-Page Summary

Write to outputs/exec_updates/exec-update-YYYY-MM-DD.md:

---
generated: YYYY-MM-DD HH:MM
skill: generating-exec-update
sources:
  - outputs/roadmap/Q1-2026-charters.md (modified: YYYY-MM-DD)
  - outputs/insights/voc-synthesis-2026-01.md (modified: YYYY-MM-DD)
  - outputs/ktlo/ktlo-triage-2026-01-14.md (modified: YYYY-MM-DD)
downstream:
  - (sent to stakeholders)
---

# Executive Update: [Date]

## Top 3 Problems We're Solving

1. **[Problem 1]** - [Why it matters in 1 sentence]
   - **Evidence:** [Source: file:line]

2. **[Problem 2]** - [Why it matters in 1 sentence]
   - **Evidence:** [Source: file:line]

3. **[Problem 3]** - [Why it matters in 1 sentence]
   - **Evidence:** [Source: file:line]

## Key Metrics

| Metric | Current | Target | Status | Trend |
|--------|---------|--------|--------|-------|
| [KPI 1] | [Value] | [Goal] | 🟢/🟡/🔴 | ↗/→/↘ |
| [KPI 2] | [Value] | [Goal] | 🟢/🟡/🔴 | ↗/→/↘ |
| [KPI 3] | [Value] | [Goal] | 🟢/🟡/🔴 | ↗/→/↘ |

**Status Legend:** 🟢 On track | 🟡 At risk | 🔴 Blocked

## Top 3 Risks

| Risk | Impact | Mitigation | Owner | Status |
|------|--------|------------|-------|--------|
| [Risk 1] | High/Med/Low | [Mitigation plan] | [Name or TBD] | 🟢/🟡/🔴 |
| [Risk 2] | High/Med/Low | [Mitigation plan] | [Name or TBD] | 🟢/🟡/🔴 |
| [Risk 3] | High/Med/Low | [Mitigation plan] | [Name or TBD] | 🟢/🟡/🔴 |

## Timeline

### This Week
- [Key milestone 1]
- [Key milestone 2]
- [Key milestone 3]

### This Quarter
- [Major initiative 1]
- [Major initiative 2]
- [Major initiative 3]

## Recent Decisions
- **[Decision]:** [Outcome] - [Impact]
- **[Decision]:** [Outcome] - [Impact]

## Sources Used
- [file path]
- [file path]

## Claims Ledger
| Claim | Type | Source |
|-------|------|--------|
| [Problem is top priority] | Evidence | [charter:line] |
| [Metric target] | Evidence | [charter:line] |
| [Risk impact] | Evidence/Assumption | [file:line or "Assessed by PM"] |

Step 4: Copy to History

• Copy to history/generating-exec-update/exec-update-YYYY-MM-DD.md

Quick Reference

One-page means:

• 3 problems max
• 3 metrics max
• 3 risks max
• 3 bullets per timeline section
• No paragraphs, only tables and bullets

Common Mistakes

• Too detailed: This isn't the full charter, it's highlights only
• Missing evidence: Every claim needs a source
• Stale sources: Use most recent outputs, not old versions
• No unknowns: If data missing, say "Unknown - need [X]"
• Vague timeline: "Soon" → specific week/quarter

Verification Checklist

• Read latest charter, VOC, KTLO
• Extracted top 3 problems
• Metrics table complete with status
• Risks table includes mitigation
• Timeline has current week + quarter
• All claims have sources
• Metadata header complete
• Copied to history

Evidence Tracking