About executive-briefs
An executive-briefing skill for shaping forecast updates into decision-oriented memos and presentations for ELT or board audiences. It combines audience-aware framing, evidence, clear requests, and an audit trail.
Key features
- 01Audience-focused framing
- 02Headline, drivers, and mitigation plan
- 03Charts, tables, and footnotes
- 04Explicit decisions and requests
- 05Appendix links and audit trail
- 06Summary, memo, and risk templates
Use cases
- 01Preparing a board forecast update
- 02Explaining revenue risks and opportunities
- 03Turning forecast and variance analysis into meeting materials
Install
Copy the command and run it in a terminal.
$
npx skills add https:/ / github.com/ gtmagents/ gtm-agents --skill executive-briefsAfter installing, type/executive-briefsin Claude Code to confirm it loaded.
Details
From the project READMEExecutive Brief System Skill
When to Use
- Delivering forecast updates to ELT or board audiences.
- Summarizing revenue risks/opportunities with clear asks.
- Packaging meeting-ready decks or memos that pull from forecast + variance analysis outputs.
Framework
- Audience Lens – capture what the audience cares about (growth, margin, cash, runway) and tailor tone.
- Story Arc – set context, state the headline (ahead/behind), outline drivers, and present mitigation plan.
- Evidence Layer – include key charts/tables with consistent formatting + footnotes.
- Decision & Ask – specify what approval, resource shift, or unblock is needed.
- Appendix & Audit Trail – link to deeper dashboards, logs, and forecast files for transparency.
Templates
- One-slide executive summary (headline, numbers, drivers, actions).
- Board memo outline (context, highlights, lowlights, requests).
- Risk register snippet for ongoing tracking.
Tips
- Use consistent metric definitions and color-coding to avoid confusion.
- Keep main section under one page/slide, move detail to appendix.
- Reference
variance-analysisfindings andforecast-modelingassumptions in footnotes.
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