Word
Intermediate
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Daily Morning Brief
One-page brief delivered to the executive each morning — calendar, priorities, watchlist, asks.
When to use this
Read on the commute. Five sections that stay the same every day. The shape is the value — they know exactly where to look for the thing they're looking for.
What’s included
- 1. Today's diary
- 2. Top three priorities for the day
- 3. Watchlist
- 4. Asks of you today
- 5. Logistics
What to customise before you use it
- Replace Day, Date with your real meeting, project, or stakeholder details.
- Replace Executive with your real meeting, project, or stakeholder details.
- Replace Priority — what done looks like with your real meeting, project, or stakeholder details.
- Replace Person / situation worth checking in on with your real meeting, project, or stakeholder details.
- Replace Decision pending elsewhere with your real meeting, project, or stakeholder details.
- Replace News / market item likely to surface with your real meeting, project, or stakeholder details.
- Replace Approval needed by X o'clock with your real meeting, project, or stakeholder details.
- Replace Signature on Y with your real meeting, project, or stakeholder details.
- Replace Decision the team is waiting on with your real meeting, project, or stakeholder details.
- Replace Where, what, with whom with your real meeting, project, or stakeholder details.
The template
# Morning Brief — [Day, Date] **For:** [Executive] ## 1. Today's diary | Time | Item | With | Pre-read | |------|------|------|----------| | | | | | ## 2. Top three priorities for the day 1. [Priority — what done looks like] 2. [Priority — what done looks like] 3. [Priority — what done looks like] ## 3. Watchlist - [Person / situation worth checking in on] - [Decision pending elsewhere] - [News / market item likely to surface] ## 4. Asks of you today - [Approval needed by X o'clock] - [Signature on Y] - [Decision the team is waiting on] ## 5. Logistics - Lunch: [Where, what, with whom] - Travel: [Any movements today] - End-of-day handoff: [Anything for the evening commute home]