Skill

Executive Reporting & Artefact Generation

| Document | Audience | When to generate |

Install

Run in your terminal

npx claudepluginhub justinnarracott/portfolio-risk-copilot

Tool Access

This skill uses the workspace's default tool permissions.

Skill Content

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Agent Development

6 files

Guides agent creation for Claude Code plugins with file templates, frontmatter specs (name, description, model), triggering examples, system prompts, and best practices.

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Last CommitFeb 19, 2026

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Document types and when to use them

Document

Audience

When to generate

Portfolio Dashboard

CXO / Board

First document to generate — the single at-a-glance view

Board Briefing

Board / ExCo

Monthly or quarterly board meeting — 1 page only

Steering Committee Pack

Steering committee

Fortnightly/monthly steering — full narrative with analysis

Project Status Pack

Project sponsors

Per-project detail for sponsor 1-on-1s

Benefits Report

CFO / Value team

When tracking benefit realisation against business case

Investment Summary

CFO / Portfolio board

Portfolio rebalancing decisions — which projects to fund/cut

Decision Log

Governance / Audit

Running record of portfolio decisions and rationale

Charts included

All documents embed publication-quality charts automatically:

RAG donut — project health distribution

Budget vs Spend bars — highlights overspend in red

Risk heatmap — severity × category matrix

Benefits waterfall — Expected → Realised → At Risk → Adjusted

Benefits drift bars — per-project with 15%/30% threshold lines

ROI bubble chart — ROI vs Risk, bubble size = budget, colour = Invest/Hold/Divest

Portfolio dashboard composite — 2×2 grid combining donut, budget, heatmap, drift

Best practices

Always run /pmo:ingest before generating artefacts.

For the fullest output, ensure both project data AND benefits data are in the ingest folder.

If the user asks for "a report" or "a briefing" without specifying type, default to dashboard for CXOs or steering for PMO leads.

Generated files are standard DOCX/PPTX — fully editable in Word/PowerPoint/Google Docs.

Executive Reporting & Artefact Generation

Document types and when to use them

Document	Audience	When to generate
Portfolio Dashboard	CXO / Board	First document to generate — the single at-a-glance view
Board Briefing	Board / ExCo	Monthly or quarterly board meeting — 1 page only
Steering Committee Pack	Steering committee	Fortnightly/monthly steering — full narrative with analysis
Project Status Pack	Project sponsors	Per-project detail for sponsor 1-on-1s
Benefits Report	CFO / Value team	When tracking benefit realisation against business case
Investment Summary	CFO / Portfolio board	Portfolio rebalancing decisions — which projects to fund/cut
Decision Log	Governance / Audit	Running record of portfolio decisions and rationale

Charts included

All documents embed publication-quality charts automatically:

RAG donut — project health distribution
Budget vs Spend bars — highlights overspend in red
Risk heatmap — severity × category matrix
Benefits waterfall — Expected → Realised → At Risk → Adjusted
Benefits drift bars — per-project with 15%/30% threshold lines
ROI bubble chart — ROI vs Risk, bubble size = budget, colour = Invest/Hold/Divest
Portfolio dashboard composite — 2×2 grid combining donut, budget, heatmap, drift

Best practices

Always run /pmo:ingest before generating artefacts.
For the fullest output, ensure both project data AND benefits data are in the ingest folder.
If the user asks for "a report" or "a briefing" without specifying type, default to dashboard for CXOs or steering for PMO leads.
Generated files are standard DOCX/PPTX — fully editable in Word/PowerPoint/Google Docs.