Board-ready executive summary

Equip champions with a board-ready summary that highlights the problem, urgency, and why your solution is the clear choice.

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Create a board-ready executive summary for [Company X], using evidence from the discovery and proposal calls. Keep it concise and outcome-focused to power the champion’s presentation. Include:

  • Problem & impact — the core business problem we solve, quantified (e.g., revenue risk, cost, productivity), with 1–2 proof points from calls
  • Why change — risks of status quo and projected gains; tie to board-level priorities (growth, margin, risk)
  • Why now — timing drivers (deadlines, initiatives, contracts, seasonality), plus the cost of delay
  • Why us — 2–3 differentiators versus status quo/alternatives; include brief customer proof (logo, metric, quote)
  • Solution overview — how [Your Product] addresses the problem in 3–5 bullets; map to stakeholder outcomes
  • Value & ROI — estimated impact range (inputs, assumptions), time-to-value, and the fastest path to first win
  • Risks & mitigations — likely concerns (security, adoption, integrations) with concrete mitigations
  • Implementation plan — phased timeline with owners, milestones, and success criteria (30/60/90)
  • Decision ask — requested approval (budget, headcount, timeline) and what’s needed from the board/executive sponsor

Format as a one-page brief (≤ 250 words) plus an optional slide outline. Cite specific call snippets or proposal line items where relevant, and link supporting materials (security, ROI model, implementation plan).

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