Agent skill

generating-exec-update

Use before stakeholder meetings - generates 1-page executive summary from latest PM outputs.

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Forks 31

Install this agent skill to your Project

npx add-skill https://github.com/majiayu000/claude-skill-registry/tree/main/skills/other/generating-exec-update

SKILL.md

Generating Exec Update

Overview

Generates a concise 1-page executive update from latest PM outputs (charters, VOC, KTLO, decisions). Perfect for stakeholder meetings and leadership reviews.

When to Use

  • Before leadership meetings
  • Weekly exec check-ins
  • Monthly updates to stakeholders
  • Quick status snapshots

Core Pattern

Step 1: Read Latest Outputs

Read the most recent files from:

  • outputs/roadmap/ (latest charter)
  • outputs/insights/ (latest VOC synthesis)
  • outputs/ktlo/ (latest KTLO triage)
  • outputs/decisions/ (recent decisions)

If files missing, note what's unavailable.

Step 2: Extract Key Information

From each source, extract:

  • Problems: What are we solving? (from charters/VOC)
  • Metrics: Current vs target KPIs (from charters)
  • Risks: Top risks and mitigations (from charters/KTLO)
  • Timeline: Current week + quarter milestones (from charters)

Step 3: Generate 1-Page Summary

Write to outputs/exec_updates/exec-update-YYYY-MM-DD.md:

markdown
---
generated: YYYY-MM-DD HH:MM
skill: generating-exec-update
sources:
  - outputs/roadmap/Q1-2026-charters.md (modified: YYYY-MM-DD)
  - outputs/insights/voc-synthesis-2026-01.md (modified: YYYY-MM-DD)
  - outputs/ktlo/ktlo-triage-2026-01-14.md (modified: YYYY-MM-DD)
downstream:
  - (sent to stakeholders)
---

# Executive Update: [Date]

## Top 3 Problems We're Solving

1. **[Problem 1]** - [Why it matters in 1 sentence]
   - **Evidence:** [Source: file:line]

2. **[Problem 2]** - [Why it matters in 1 sentence]
   - **Evidence:** [Source: file:line]

3. **[Problem 3]** - [Why it matters in 1 sentence]
   - **Evidence:** [Source: file:line]

## Key Metrics

| Metric | Current | Target | Status | Trend |
|--------|---------|--------|--------|-------|
| [KPI 1] | [Value] | [Goal] | 🟢/🟡/🔴 | ↗/→/↘ |
| [KPI 2] | [Value] | [Goal] | 🟢/🟡/🔴 | ↗/→/↘ |
| [KPI 3] | [Value] | [Goal] | 🟢/🟡/🔴 | ↗/→/↘ |

**Status Legend:** 🟢 On track | 🟡 At risk | 🔴 Blocked

## Top 3 Risks

| Risk | Impact | Mitigation | Owner | Status |
|------|--------|------------|-------|--------|
| [Risk 1] | High/Med/Low | [Mitigation plan] | [Name or TBD] | 🟢/🟡/🔴 |
| [Risk 2] | High/Med/Low | [Mitigation plan] | [Name or TBD] | 🟢/🟡/🔴 |
| [Risk 3] | High/Med/Low | [Mitigation plan] | [Name or TBD] | 🟢/🟡/🔴 |

## Timeline

### This Week
- [Key milestone 1]
- [Key milestone 2]
- [Key milestone 3]

### This Quarter
- [Major initiative 1]
- [Major initiative 2]
- [Major initiative 3]

## Recent Decisions
- **[Decision]:** [Outcome] - [Impact]
- **[Decision]:** [Outcome] - [Impact]

## Sources Used
- [file path]
- [file path]

## Claims Ledger
| Claim | Type | Source |
|-------|------|--------|
| [Problem is top priority] | Evidence | [charter:line] |
| [Metric target] | Evidence | [charter:line] |
| [Risk impact] | Evidence/Assumption | [file:line or "Assessed by PM"] |

Step 4: Copy to History

  • Copy to history/generating-exec-update/exec-update-YYYY-MM-DD.md

Quick Reference

One-page means:

  • 3 problems max
  • 3 metrics max
  • 3 risks max
  • 3 bullets per timeline section
  • No paragraphs, only tables and bullets

Common Mistakes

  • Too detailed: This isn't the full charter, it's highlights only
  • Missing evidence: Every claim needs a source
  • Stale sources: Use most recent outputs, not old versions
  • No unknowns: If data missing, say "Unknown - need [X]"
  • Vague timeline: "Soon" → specific week/quarter

Verification Checklist

  • Read latest charter, VOC, KTLO
  • Extracted top 3 problems
  • Metrics table complete with status
  • Risks table includes mitigation
  • Timeline has current week + quarter
  • All claims have sources
  • Metadata header complete
  • Copied to history

Evidence Tracking

Claim Type Source
[Top problem] Evidence [charter:line or voc:line]
[Metric target] Evidence [charter:line]
[Risk assessment] Evidence/Assumption [charter/ktlo:line or "PM judgment"]

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