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Analysis / Executive strategy and management

Find gaps in an executive review pack

Prepare an executive review pack in Proforma from team updates and commitments. Keep recorded progress, required decisions and missing evidence visible.

A starting point for

Chief of staff

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Your starting prompt.

Review [team updates] against [previous commitments] for [executive meeting]. Assemble a concise review pack with recorded progress, missed commitments, decisions required and material evidence gaps. Retain measure definitions and source dates, and distinguish completed work from reported intent. Draft focused follow-up questions for owners. Do not infer that silence means completion or fabricate performance figures where teams supplied narrative updates only.

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Method and review

Keep the assumptions visible.

Compare initiatives using explicit criteria and evidence from supplied records. Show tradeoffs, owners and missing information rather than inventing a strategic recommendation.

For this task, check

Owners should verify status and metric definitions before the pack is treated as an authoritative management record.

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Before you begin

  • Permitted team updates and prior decision records
  • Agreed reporting period and definitions

Work with permitted files or queryable data. Verify the result against the original records.

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Make it your investigation.

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