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exec-briefing

Use to craft concise executive updates, agendas, and follow-up logs for QBR/EBR sessions.

$ 安裝

git clone https://github.com/gtmagents/gtm-agents /tmp/gtm-agents && cp -r /tmp/gtm-agents/plugins/account-management/skills/exec-briefing ~/.claude/skills/gtm-agents

// tip: Run this command in your terminal to install the skill


name: exec-briefing description: Use to craft concise executive updates, agendas, and follow-up logs for QBR/EBR sessions.

Executive 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

  1. Audience Lens – capture what each executive cares about (business outcomes, risk, roadmap, financial impact).
  2. Narrative Structure – headline, metrics, proof, decisions/asks, next steps.
  3. Visual Layer – standardized slides/one-pagers with consistent KPIs and color coding.
  4. Decision Log – track approvals, risks, and owners for follow-ups.
  5. Distribution Plan – define recipients, timing, and archival location.

Templates

  • Briefing Doc: See templates/briefing_doc.md for 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-framework to ensure talking points align to milestones.
  • Send recap within 24 hours to reinforce commitments.