Produces a formatted executive summary report from synthesized findings. Combines dashboard analysis results, external context, and LOB-grouped insights into a comprehensive briefing document.
Scanned 5/27/2026
Install via CLI
openskills install tzockoll-creator/Strategy-Command-Center-Claude-Plugin# generate-executive-summary
## Description
Produces a formatted executive summary report from synthesized findings. Combines dashboard analysis results, external context, and LOB-grouped insights into a comprehensive briefing document.
## Trigger
This skill is invoked automatically after synthesis completes, or when orchestrated by the `strategy-review` or `executive-briefing` commands.
## Instructions
### 1. Accept Input
Receive the full synthesized output from `synthesize-by-lob`, including enriched findings grouped by LOB.
### 2. Generate the Executive Summary Report
Produce the report in this format:
```
═══════════════════════════════════════════════════════════
STRATEGY INTELLIGENCE BRIEFING
═══════════════════════════════════════════════════════════
Generated: {timestamp}
Dashboards: {analyzed_count} analyzed / {total_count} inventoried ({coverage}%)
───────────────────────────────────────────────────────────
EXECUTIVE OVERVIEW
───────────────────────────────────────────────────────────
Total Findings: {total}
🔴 Critical: {critical_count}
🟡 Warning: {warning_count}
🟢 Informational: {info_count}
Cross-LOB Themes:
{For each cross-LOB theme:}
• {theme_description}
───────────────────────────────────────────────────────────
CRITICAL ITEMS (Immediate Action)
───────────────────────────────────────────────────────────
{For each critical finding:}
🔴 [{lob}] {finding_title}
Metric: {metric} → {current_value} ({variance}%)
Dashboard: {dashboard_name} ({dashboard_url})
Context: {web_context}
Action: {recommendation}
───────────────────────────────────────────────────────────
FINDINGS BY LINE OF BUSINESS
───────────────────────────────────────────────────────────
{For each LOB with findings:}
▸ {lob_name} — {finding_count} findings ({critical_count} critical, {warning_count} warning)
{executive_summary for this LOB}
{For each finding in LOB:}
[{severity_icon}] {finding_title}
{metric}: {current_value} (vs {comparison_value}, {variance}%)
Dashboard: {dashboard_name}
Context: {web_context}
{For LOBs with no findings:}
▸ {lob_name} — No significant findings ✓
───────────────────────────────────────────────────────────
ACTIONS TAKEN
───────────────────────────────────────────────────────────
Tool | Items Created | Details
------------|---------------|---------------------------
Asana | {count} | {task_summary}
HubSpot | {count} | {hubspot_summary}
Jira | {count} | {jira_summary}
Confluence | {count} | {confluence_summary}
Slack | {count} | {slack_summary}
Canva | {count} | {canva_summary}
Figma | {count} | {figma_summary}
───────────────────────────────────────────────────────────
RECOMMENDED PRIORITIES
───────────────────────────────────────────────────────────
# | LOB | Finding | Severity | Action
--|------------|----------------------------|----------|---------------------------
{Sorted by severity then variance:}
1 | {lob} | {finding_title} | 🔴 | {recommendation}
2 | {lob} | {finding_title} | 🟡 | {recommendation}
...
═══════════════════════════════════════════════════════════
END OF BRIEFING
═══════════════════════════════════════════════════════════
```
### 3. Formatting Rules
- Critical findings always appear first in every section
- Within same severity, sort by variance magnitude (highest first)
- Include dashboard URLs as clickable links where the output format supports it
- Keep executive summaries concise: 2-3 sentences per LOB
- The Actions Taken section should reflect what was actually routed (may be empty if routing hasn't occurred yet)
## Output Format
Return the formatted report as plain text/markdown, suitable for terminal display, Slack posting, or document export.
No comments yet. Be the first to comment!