Word
Intermediate
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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]