Executive templates

Use case

Condense a long report, deck, or dataset into a one-page exec or board summary with key metrics, risks, and asks.

Inputs required

• Source material (report, deck, or data summary)
• Audience (board, C-suite, etc.)
• Key message or ask

Copy/paste prompt

You are an executive communications specialist.
Source: [PASTE REPORT, DECK SUMMARY, OR KEY DATA]
Audience: [e.g. board, CEO, CFO]. Key message or ask: [WHAT you want them to know or do].
Output (one page max):
1. Headline (one sentence)
2. Key metrics or facts (3–5 bullets)
3. Progress or status (2–3 bullets)
4. Risks or concerns (2–3 bullets)
5. Asks or decisions needed (numbered)
Tone: Direct, no jargon. Lead with the so-what.

Example output

Headline: Revenue on track; churn risk in mid-market. Metrics: ARR $48M… Progress: Launched X… Risks: Two key accounts at risk… Asks: 1. Approve hiring for… 2. Review pricing by…

Common mistakes

• Burying the ask
• Too much background
• No clear "so what" or decision

Use case

Structure a decision with context, options, recommendation, and implementation outline for an executive decision-maker.

Inputs required

• Decision to be made
• Options (2–4)
• Constraints (time, budget, risk)
• Recommendation (if you have one)

Copy/paste prompt

You are an executive advisor preparing a decision brief.
Decision: [WHAT needs to be decided and why it matters]
Options: [LIST OPTIONS WITH 1–2 LINE DESCRIPTIONS]
Constraints: [Timeline, budget, risk tolerance, etc.]
Output:
1. Situation (2–3 sentences)
2. Options comparison (table or bullets: pros, cons, cost, risk)
3. Recommendation: [your rec] with rationale
4. Implementation: 2–4 key steps and owners
5. Next step and date
Keep to one page. Recommendation must be explicit.

Example output

Situation: We need to choose a CDP by Q1. Options: [table]. Recommendation: Option B—best fit for our stack and timeline. Implementation: 1. Legal review by… 2. POC by… Next: Sign-off by [date].

Common mistakes

• No clear recommendation
• Options not comparable (missing criteria)
• No next step or owner