Briefing notes for senior management

-65% preparation time

Preparing an executive briefing means pulling together scattered data, deciding on the level of detail and ranking the messages. The exercise comes back before every committee and ties up senior people in gathering information rather than analysing it.

The automated workflow

A structured process for fast, reliable results.

Source data collection

Operational reports, performance indicators and key information for the period are aggregated.

Highlights

Significant variances, risks and opportunities that deserve management's attention are identified.

Drafting the note

A structured executive note is produced with key messages, supporting facts and recommendations.

Approval

Review, adjustment of the positioning and approval before circulation to the executive committee.

Tangible results

-65%

Preparation time

1 page

Executive format kept for every committee

Every figure

Linked to its source report

Up and running in 3 to 4 weeks

From specification to deployment, with visible results from the first few weeks.

Rapid scoping (1 week)

Working prototype at the halfway point

Deployment and training included

Frequently asked questions: Briefing notes for senior management

Yes, strategic priorities and points of attention are configured in the tool, which steers what is highlighted for the executive committee.

Yes, structure, tone and format follow your standards, with output in Word, PDF or PowerPoint.

Any report or indicator available in digital form: dashboards, monthly reports, ERP and CRM data. Connectors are set up during deployment.

Yes, each body (executive committee, management committee, project committee) has its own format, level of detail and scope of information.

More workflows: Communications & Management

-50% preparation time

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