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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.

What’s included

  • Purpose
  • Recommendation
  • Background (max 5 bullets)
  • Key considerations
  • Options
  • Next steps if approved
  • Contacts
  • Appendices

What to customise before you use it

  • Replace Subject with your real meeting, project, or stakeholder details.
  • Replace Executive name with your real meeting, project, or stakeholder details.
  • Replace Your name with your real meeting, project, or stakeholder details.
  • Replace DD Mon YYYY with your real meeting, project, or stakeholder details.
  • Replace Fact with your real meeting, project, or stakeholder details.
  • Replace Short paragraph with your real meeting, project, or stakeholder details.
  • Replace Action with your real meeting, project, or stakeholder details.
  • Replace Name, role, email with your real meeting, project, or stakeholder details.
  • Replace Link / attachment with your real meeting, project, or stakeholder details.

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]
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