Executive Review

---
description: Imported skill executive_review from openai
name: executive_review
signature: e39b93e00564cc7631fcc95ba948f9d6fb94e5a7f23eb6100de6b421bddaa4fc
source: /a0/tmp/skills_research/openai/skills/.curated/notion-meeting-intelligence/examples/executive-review.md
---

# Example: Executive Review Prep

**User Request**: "Prep for quarterly executive review on Friday"

## Workflow

### 1. Search for Context
```
Notion:notion-search
query: "Q4 objectives" + "KPIs" + "quarterly results"
```

Found:
- Q4 OKRs and progress
- Product metrics dashboard
- Engineering velocity reports
- Customer feedback summary

### 2. Fetch & Analyze
```
Notion:notion-fetch (5 pages)
```

**Key metrics**:
- **Revenue**: $2.4M ARR (96% of Q4 target)
- **Customer Growth**: 145 new customers (exceeds 120 target)
- **Churn**: 3.2% (below 5% target)
- **Product**: 3 major features shipped, 2 in beta
- **Engineering**: 94% uptime (above 95% SLA)

### 3. Add Codex Research Context
Added context on:
- Industry benchmarks for SaaS metrics
- Typical Q4 sales patterns
- Best practices for executive presentations

### 4. Create Pre-Read (Internal)
```
Notion:notion-create-pages
title: "Q4 Review - Pre-Read (Internal)"
```

**Pre-read sections**:
- **Executive Summary**: Strong quarter, missed revenue by 4% but exceeded customer growth
- **Detailed Metrics**: All KPIs with trend lines
- **Wins**: Product launches, key customer acquisitions
- **Challenges**: Sales pipeline conversion, engineering hiring
- **Q1 Preview**: Strategic priorities

### 5. Create Presentation Agenda
```
Notion:notion-create-pages
title: "Q4 Executive Review - Agenda"
```

**Agenda** (90 min):
- Q4 Results Overview (15 min)
- Revenue & Growth Deep Dive (20 min)
- Product & Engineering Update (20 min)
- Customer Success Highlights (15 min)
- Q1 Strategic Plan (15 min)
- Discussion & Questions (15 min)

### 6. Link Supporting Docs
Connected to OKRs, metrics dashboards, and Q1 planning docs.

## Outputs

**Internal Pre-Read**: Comprehensive context with honest assessment
**Executive Agenda**: Structured 90-min presentation
**Both in Notion** with links to supporting data

## Key Success Factors
- Synthesized data from multiple sources (OKRs, metrics, feedback)
- Added industry context and benchmarks
- Created honest internal assessment (not just wins)
- Structured agenda with time allocations
- Linked to source data for drill-down during Q&A