Executive Assistant Templates Browse templates
Menu
Browse all templates
Word Intermediate Featured

Executive Briefing Note

A one-page briefing that gives the executive everything they need before a meeting, call, or event.

When to use this

Designed to be read in under three minutes. The structure puts purpose, key facts, and the asked-of-you decision at the top, with detail tucked underneath.

The template

# Briefing Note — [Subject]
**For:** [Executive name]   **From:** [Your name]   **Date:** [DD Mon YYYY]

## Purpose
> In one sentence, why this briefing exists.

## Recommendation
> What you are asking the executive to decide, agree, or do.

## Background (max 5 bullets)
- [Fact]
- [Fact]
- [Fact]

## Key considerations
- **Opportunity:** [Short paragraph]
- **Risk:** [Short paragraph]
- **Cost / resource:** [Short paragraph]

## Options
| Option | Pros | Cons | Recommended? |
|--------|------|------|--------------|
| A      |      |      |              |
| B      |      |      |              |

## Next steps if approved
1. [Action]
2. [Action]

## Contacts
- [Name, role, email]

## Appendices
- [Link / attachment]
Download Word file