AI workflows for executive briefings and operating rhythm.

Keeping leaders informed and decisions moving: briefings, leadership meetings and the weekly operating rhythm.

Who does this work

  • Chief of staff
  • Chief operating officer
  • Business manager to the chief executive

3 workflow templates ready to adapt, and 3 workflows identified.

Updated

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Examples of the workflows identified
  1. Prepare the weekly owner business brief
  2. Redesign the leadership meeting rhythm
  3. Check a proposal against earlier decisionsIllustrative

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Prepare the weekly owner business briefGives the owner a one-page view of cash, sales, pipeline movement, commitments and a watch list from the latest exports, each figure sourced.Workflow templateRedesign the leadership meeting rhythmProposes a calendar of leadership forums and written reports, each with a purpose, inputs and one decision owner, and the hours it saves.Workflow template
Check a proposal against earlier decisionsCompares a new proposal with the decisions and commitments already on record and lists the conflicts and questions for whoever chairs the meeting.Illustrative · not built yet

Workflow templates

Executive situation briefBefore a conversation that matters, with a key partner, a major customer or a co-founder, the executive gets one brief from the records they approve: the short version in a sentence, what is already decided and promised, what each side has said, the question to settle and the choices open. The executive decides.Workflow templateLeadership meeting rhythmYour chief executive gets a proposed calendar of leadership forums and written reports, built from today's meetings and the decisions left waiting: each forum with its purpose, inputs, attendees, frequency and one decision owner, and the hours it gives back. The chief executive chooses; no calendar is changed.Workflow templateWeekly owner business briefEach Monday the owner gets about one page built from the exports they supply: cash, last week's sales against the week before, pipeline movement, the week's commitments and a watch list, with one item to look at first. Every figure names its source, and every missing export is named.Workflow template

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Where to go next

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