/executive-summary

Generate an executive summary of portfolio status for leadership.

Usage

/executive-summary [type] [options]

Arguments

Argument	Required	Description
type	No	Report type: dashboard, board, escalation (default: dashboard)

Options

Option	Description	Example
--period	Reporting period	--period "Q4 2024"
--audience	Target audience	--audience "Board of Directors"
--source	Source data file	--source docs/pmo/data.md
--output	Output file	--output docs/pmo/exec-summary.md

Examples

# Weekly dashboard
/executive-summary dashboard

# Board package
/executive-summary board --period "Q4 2024"

# Escalation report
/executive-summary escalation

# Custom audience
/executive-summary --audience "Steering Committee"

Report Types

Type	Audience	Content	Length
Dashboard	Executive team	Weekly/monthly status	1-2 pages
Board	Board of Directors	Quarterly summary	5-10 pages
Escalation	Sponsor/Executive	Critical issue	1 page
Stakeholder	Key stakeholders	Project update	1 page

Output

• Dashboard: docs/pmo/{date}/executive-dashboard.md
• Board Package: docs/pmo/{date}/board-package.md
• Escalation: docs/pmo/{date}/escalation-{issue}.md

Related Commands

Command	Description
/portfolio-review	Conduct full review first
/dependency-analysis	Add dependency details

---

MANDATORY: Load Full Skill

This command MUST load the executive-reporting skill for complete workflow execution.

Use Skill tool: executive-reporting

The skill contains the complete reporting workflow with:

• Audience analysis
• Data gathering
• Insight development
• Report creation
• Review and delivery

Execution Flow

Step 1: Dispatch Executive Reporter

Task tool:
  subagent_type: "executive-reporter"
  model: "opus"
  prompt: "Create [type] executive report. Audience: [audience]. Period: [period]."

Step 2: If Source Data Missing, Dispatch Portfolio Manager

Task tool:
  subagent_type: "portfolio-manager"
  model: "opus"
  prompt: "Provide portfolio status data for executive report."

Step 3: Review and Validate

Ensure data is accurate and report is balanced.

Anti-Rationalization

Rationalization	Why It's WRONG	Required Action
"I can write the summary myself"	Executive Reporter has communication frameworks	Dispatch specialist
"Just copy last week's report"	Status changes; stale reports mislead	Generate from current data
"Make it short, executives are busy"	Short ≠ shallow. Tiered detail required.	Provide summary + detail available

Output Format

Dashboard Format

# Portfolio Status Dashboard - [Date]

## Executive Summary
[One paragraph: Status, key achievements, concerns, decisions needed]

## Portfolio Health: [GREEN/YELLOW/RED]

| Metric | Value | Trend | Status |
|--------|-------|-------|--------|
| Projects On Track | X/Y | ↑/↓/→ | G/Y/R |
| Budget Utilization | X% | ↑/↓/→ | G/Y/R |
| Resource Utilization | X% | ↑/↓/→ | G/Y/R |

## Items Requiring Attention
1. [Item with impact and recommended action]

## Decisions Required
| Decision | Options | Deadline |
|----------|---------|----------|
| [Decision] | [A, B, C] | [Date] |

Board Package Format

# Portfolio Report - [Period]

## 1. Executive Summary
[Strategic overview, portfolio health, key achievements]

## 2. Portfolio Performance
[Project status, metrics, trends]

## 3. Strategic Initiative Status
[Progress on strategic objectives]

## 4. Key Risks and Mitigations
[Top risks with response status]

## 5. Resource and Financial Summary
[Budget and resource utilization]

## 6. Decisions and Approvals Needed
[Board-level decisions required]

## Appendix
[Detailed data]

Escalation Format

# ESCALATION: [Issue Title]

## Issue Summary
[One sentence description]

## Impact
- Business Impact: [Description]
- Financial Impact: [$ amount]
- Timeline Impact: [Days/weeks]

## Root Cause
[What caused this issue]

## Options

| Option | Pros | Cons | Cost | Time |
|--------|------|------|------|------|
| A | | | | |
| B | | | | |
| C | | | | |

## Recommendation
[Recommended option with rationale]

## Decision Required By
[Date and decision maker]