ceo-briefing
Generates executive business briefings, weekly audits, and strategic reports. Use when creating Monday Morning CEO Briefings, business summaries, performance reports, or strategic analysis.
When & Why to Use This Skill
This Claude skill automates the generation of high-level executive briefings and strategic business reports. By synthesizing raw data from financial records, task management systems, and business objectives, it transforms complex information into actionable intelligence. It is designed to streamline leadership decision-making through structured insights into revenue trends, project milestones, and operational risks.
Use Cases
- Monday Morning CEO Briefings: Automatically compile a comprehensive overview of the previous week's performance, financial health, and upcoming priorities to start the work week with clarity.
- Monthly & Quarterly Business Reviews: Generate deep-dive strategic summaries that evaluate long-term progress against KPIs and business goals for stakeholder meetings.
- Risk Mitigation & Bottleneck Analysis: Identify operational hurdles and financial discrepancies early by generating reports that highlight risks alongside suggested corrective actions.
- Proactive Growth & Cost Optimization: Use data-driven insights to identify opportunities for scaling revenue or reducing overhead, presented in a concise, executive-ready format.
| name | ceo-briefing |
|---|---|
| description | Generates executive business briefings, weekly audits, and strategic reports. Use when creating Monday Morning CEO Briefings, business summaries, performance reports, or strategic analysis. |
| allowed-tools | Read, Write, Edit, Glob, Grep |
CEO Briefing Skill
This skill generates comprehensive executive briefings that transform raw business data into actionable intelligence for the Personal AI Employee.
Briefing Types
| Type | Frequency | Generated | Delivered |
|---|---|---|---|
| Weekly CEO Briefing | Sunday night | 10 PM | Monday 8 AM |
| Monthly Business Review | End of month | Last day | 1st of month |
| Quarterly Strategic Summary | End of quarter | Last week | Q+1 Week 1 |
| Ad-hoc Analysis | On demand | Immediate | Immediate |
Briefing Structure
# [Period] CEO Briefing
## Executive Summary
[2-3 sentence high-level overview]
## Revenue & Financial Health
- This Period: $X,XXX
- Period-to-Date: $X,XXX (XX% of target)
- Trend: [On track | Ahead | Behind]
## Completed Objectives
- [x] [Accomplishment 1]
- [x] [Accomplishment 2]
## Bottlenecks & Risks
| Issue | Impact | Suggested Action |
|-------|--------|------------------|
## Proactive Suggestions
### Cost Optimization
### Growth Opportunities
### Upcoming Deadlines
## Key Metrics Dashboard
| Metric | Target | Actual | Status |
|--------|--------|--------|--------|
Data Sources
/Accounting/- Financial data/Tasks/Done/- Completed workBusiness_Goals.md- TargetsDashboard.md- Current status
Reference
For detailed templates, see reference.md
For example briefings, see examples.md