About exec-briefing
exec-briefing is a skill for preparing executive briefings and meeting materials, intended for teams handling account reviews and senior-stakeholder communication. It provides guidance on audience, narrative, visuals, decisions, and distribution, along with briefing templates.
Key features
- 01Organize content around executive priorities
- 02Structure narratives with metrics and decisions
- 03Standardize briefing slides and KPIs
- 04Log decisions, risks, and follow-up owners
- 05Plan distribution and archiving
- 06Provide meeting and briefing templates
Use cases
- 01Prepare QBR or EBR agendas with executive stakeholders
- 02Summarize account impact for executive readouts
- 03Record commitments and follow-ups after executive meetings
Install
Copy the command and run it in a terminal.
$
npx skills add https:/ / github.com/ gtmagents/ gtm-agents --skill exec-briefingAfter installing, type/exec-briefingin Claude Code to confirm it loaded.
Bundled filestemplates/briefing_doc.md
Details
From the project READMEExecutive Briefing Kit Skill
When to Use
- Preparing QBR/EBR agendas that include executive stakeholders.
- Summarizing account impact stories for CRO/CEO/CTO readouts.
- Documenting commitments and follow-ups after executive meetings.
Framework
- Audience Lens – capture what each executive cares about (business outcomes, risk, roadmap, financial impact).
- Narrative Structure – headline, metrics, proof, decisions/asks, next steps.
- Visual Layer – standardized slides/one-pagers with consistent KPIs and color coding.
- Decision Log – track approvals, risks, and owners for follow-ups.
- Distribution Plan – define recipients, timing, and archival location.
Templates
- Briefing Doc: See
templates/briefing_doc.mdfor agenda and summary structure. - Executive summary slide (headline, impact, next action).
- Meeting brief (objectives, attendees, agenda, prep requirements).
- Decision log table with owners and deadlines.
Tips
- Keep top section under 150 words; move detail to appendix.
- Pair with
success-planning-frameworkto ensure talking points align to milestones. - Send recap within 24 hours to reinforce commitments.
Comments
Markdown supported