Files
pm-claude-skills/exports/aider/pm-cross/executive-summary/executive-summary.md
T
mohitagw15856 036511ab3e Windsurf + Aider targets, MCP server, and demo placement (#33)
Broadens both reach (more tools) and content types (an MCP server), continuing
the multi-platform story.

Windsurf + Aider:
- build-exports.mjs gains two platforms: exports/windsurf/*.md (workspace rules,
  trigger: model_decision) and exports/aider/*.md (conventions for `aider --read`).
  Now 5 platforms (ChatGPT, Gemini, Cursor, Windsurf, Aider).
- install.sh + bin/cli.mjs install both (windsurf -> .windsurf/rules, aider ->
  .aider/skills with a --read hint); generated README index is excluded from copies.
- One-line windsurf-install.sh / aider-install.sh wrappers for parity.

MCP server (new content type):
- mcp/server.mjs — zero-dependency stdio MCP server exposing list_skills,
  search_skills, get_skill. Published as a second bin (pm-claude-skills-mcp).
  Logs to stderr; reads bundled skills/ at startup. mcp/README.md documents
  client config.

Also: README hero "See it in action" demo placement (ready to swap in a GIF;
recording guide in web/docs-assets/README.md), Works-With table + exports +
install docs updated, CHANGELOG Unreleased. package.json files/bin updated.


Claude-Session: https://claude.ai/code/session_016JWn5jRD5tcEFKrubjQ6Px

Co-authored-by: Claude <noreply@anthropic.com>
2026-06-17 23:15:38 +01:00

3.9 KiB

Executive Summary Skill

Writes executive summaries that busy decision-makers actually read — front-loaded with conclusions, structured for skimming, ruthless about what to include.

Required Inputs

  • Source document or topic (paste or describe)
  • Audience (CEO / board / investor / minister / client / committee)
  • Decision or action needed (what should the reader do after reading?)
  • Length limit (1 page / 2 pages / 500 words)
  • Format (formal report / slide / email / briefing paper)

Core Principle

An executive summary is NOT a summary of the document. It is a standalone document that:

  • States the conclusion upfront — not at the end
  • Contains only what the reader needs to make a decision
  • Can be understood without reading anything else
  • Recommends a specific action

Output Structure


[Title]

Executive Summary Prepared for: [Audience] | Date: [Date] | Author: [Name]


Bottom line up front: [The most important thing. The recommendation or finding. 2-3 sentences. A reader who only reads this should know what you are asking or telling them.]


Background (why this matters): [2-3 sentences. Minimum context to understand the bottom line. Not the history — just what the reader needs now.]


Key findings / analysis:

  • [Finding 1]: [One sentence — specific and evidence-based]
  • [Finding 2]: [One sentence]
  • [Finding 3]: [One sentence]

Options considered: (include only if a decision is being presented)

Option Benefit Risk Recommendation
[Option A] [Benefit] [Risk] Recommended
[Option B] [Benefit] [Risk] Not recommended

Recommendation: [Specific. "We recommend [action] because [reason]. This will [outcome]." Not "we suggest consideration of options."]


Immediate next steps:

  • [Action 1 — specific, with owner and date]
  • [Action 2]

Risks of inaction: [What happens if the reader does nothing]

Full report: [Reference to where the full document can be found]


Adapting for Different Audiences

CEO/MD: Lead with financial or strategic impact. 1 page. Make the decision binary. Ask in sentence one. Board: Lead with governance or risk. Frame against organisational objectives. State specifically what you need from them. Investor: Lead with return or opportunity. Specific numbers. 1 page. Anticipate "why now." Minister/senior public sector: Lead with public benefit or policy alignment. Include cost-benefit framing. Client: Lead with their problem. Show you understand before presenting recommendation.

Quality Checks

  • Bottom line in first 3 sentences
  • Standalone — no need to read full document
  • Recommendation is specific
  • Fits length limit
  • Written for audience priorities not author priorities
  • Next steps have owners and dates

Anti-Patterns

  • Do not summarise the document chronologically — an executive summary that follows the structure of the source document is not an executive summary, it is an abstract
  • Do not bury the recommendation at the end — executives read the first paragraph and skim the rest; the ask must be in sentence one or two
  • Do not use the same summary for different audiences — a CEO and a board member have different decision contexts and require different framing
  • Do not include background that the reader already knows — every sentence of background must earn its place by making the bottom line more actionable
  • Do not leave the "risks of inaction" section vague — a summary that does not quantify what happens if the reader does nothing removes the urgency needed for a decision

Example Trigger Phrases

  • "Write an executive summary of this report: [paste]"
  • "Summarise this document for the board: [paste]"
  • "Create a one-pager from this proposal for the CEO"
  • "Turn these findings into an exec summary"