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---
name: qbr-executive-summary-draft
description: Draft executive-ready QBR summary that aligns outcomes, risks, and next-quarter priorities.
version: 0.1.0
tags: [client-success, qbr, executive-summary, draft-only]
---
## Purpose
Draft executive-ready QBR summary that aligns outcomes, risks, and next-quarter priorities.
## Use when
- Preparing a quarterly business review for leadership stakeholders.
- You need concise decision-level narrative from supplied reporting inputs.
## Required inputs
- Quarterly KPI summary and milestone updates [client-provided].
- Strategic goals and constraints from context/BRAND-CONTEXT.template.md and context/CLIENT-CONTEXT.template.md.
- Key risks, dependencies, and upcoming quarter priorities.
## Safety/authority
- No fabricated KPI changes, attributions, or forecast guarantees.
- Separate confirmed performance from interpretation/hypothesis.
- Draft-only executive summary, not a finalized client communication.
## Workflow
1. Summarize quarter outcomes against agreed objectives.
2. Highlight key wins, misses, and strategic implications.
3. Draft forward-looking priorities with assumptions and risks.
4. Add decision asks and unresolved questions.
## Output format
```
- Executive summary
- Outcomes vs objectives
- Forward-quarter priorities
- Decision asks and open risks
```
## Quality checks
- Narrative ties directly to supplied data and stated objectives.
- Unknowns and confidence qualifiers appear before recommendations.
## Related skills
monthly-client-review, churn-risk-early-warning, service-expansion-planner
