Monday exec briefing pack

Operational Excellence · Initiative playbook
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Operational Excellence

Monday exec briefing pack

Leadership burns Sunday night assembling a state-of-the-business one-pager.

The problem

Leadership burns Sunday night assembling a state-of-the-business one-pager.

The play

Every Monday at 6am, Claude assembles a one-page brief from Looker, HubSpot, NetSuite, and #leadership-updates — pipeline, churn risk, cash, hiring, and three things needing a decision.

Headline KPI

Exec prep time
3 hrs/week15 min/week
BAU owner
Chief of Staff

Tools in the stack

LookerHubSpotNetSuiteClaude

Rollout plan

  1. 1
    Discover
    Audit the current process, instrument baseline metrics, and confirm the bottleneck with the BAU owner.
  2. 2
    Design
    Every Monday at 6am, Claude assembles a one-page brief from Looker, HubSpot, NetSuite, and #leadership-updates — pipeline, churn risk, cash, hiring, and three things needing a decision.
  3. 3
    Pilot
    Run with ELT (8 people). Measure against the success criteria below; iterate weekly.
  4. 4
    Evaluate
    Review against: ≥6/8 read it by 9am Monday for 4 weeks. Decide go / no-go with Chief of Staff.
  5. 5
    Embed in BAU
    Hand over to Chief of Staff with runbook, dashboards, and on-call rotation. Schedule 60-day ROI check.

Success criteria

Pilot scope
ELT (8 people)
Definition of done
≥6/8 read it by 9am Monday for 4 weeks
BAU owner
Chief of Staff