# Executive weekly briefing Collect, verify, draft, and deliver a concise weekly briefing focused on decisions, risks, and commitments. > This public artifact is plaintext. After import, readable project content is encrypted on your device; operational metadata such as identifiers, relationships, priority, state, timing, and counts remains visible to the service. > This template is general operational guidance, not legal, medical, tax, security, employment, compliance, or other professional advice. It does not establish compliance, and its publication is not evidence of outside professional review or approval. Review and adapt it with the responsible organizational owners, and obtain appropriate professional advice before regulated use. **Template ID:** executive-weekly-briefing **Template version:** 1 **Source:** https://sealtask.com/templates/executive-weekly-briefing/ **Reuse license:** https://sealtask.com/terms/#public-templates **Planning anchor:** Briefing delivery date — The date the executive should receive the finished briefing; intake and review are scheduled backward from it. ## Intake Collect decision requests, changes, commitments, and current source material. - [ ] **Request agenda items and material changes** — Medium priority · Due 4 days before the planning anchor Ask update owners for new decisions, changed assumptions, risks, and commitments using a clear submission cutoff. - [ ] All recurring update owners receive the request - [ ] Submission cutoff and escalation rule are clear - [ ] **Review upcoming calendar commitments** — Medium priority · Due 4 days before the planning anchor Check the authoritative calendar for preparation needs, conflicts, travel, deadlines, and decisions due next week. - [ ] Preparation needs and deadlines are identified - [ ] Material calendar conflicts are flagged - [ ] **Collect and frame decision requests** — High priority · Due 3 days before the planning anchor For each requested decision, capture the question, deadline, options, recommendation, and accountable follow-up owner. - [ ] Decision and latest useful date are explicit - [ ] Recommendation and follow-up owner are named ## Verify Check facts, metrics, owners, timing, and conflicts against authoritative sources. - [ ] **Verify metrics in their source dashboards** — High priority · Due 3 days before the planning anchor Confirm each material number, reporting period, comparison basis, and owner in the authoritative reporting system. - [ ] Reporting period and comparison basis are correct - [ ] Value matches the authoritative dashboard or report - [ ] **Confirm status, owners, and changed commitments** — Medium priority · Due 2 days before the planning anchor Ask accountable owners to resolve ambiguous status and identify any commitment that moved since the previous briefing. - [ ] Material status is current and attributable - [ ] Changed commitments include impact and next action - [ ] **Flag conflicts, risks, and missing context** — High priority · Due 2 days before the planning anchor Separate issues requiring executive attention from normal delivery noise and state the consequence of no action. - [ ] Reason executive attention is needed is explicit - [ ] Impact of delay or no action is stated ## Draft Compress verified inputs into a concise decision-ready briefing. - [ ] **Draft the decisions and approvals section** — High priority · Due 2 days before the planning anchor Lead with the highest-impact time-sensitive decisions and provide only the context needed to choose or delegate. - [ ] Decision requests are ordered by impact and urgency - [ ] Expected decision or delegation is clear - [ ] **Draft risks, changes, and upcoming commitments** — Medium priority · Due 1 day before the planning anchor Summarize material risks, meaningful changes, and near-term commitments without repeating stable background. - [ ] Each item changes a decision, risk, or commitment - [ ] Actions and commitments have accountable owners - [ ] **Confirm the approved delivery channel** — Medium priority · Due 1 day before the planning anchor Choose the organization-approved channel based on sensitivity and avoid duplicating restricted source material in the briefing. - [ ] Sensitivity and recipient scope are checked - [ ] Delivery channel is approved for the content ## Review & deliver Resolve reviewer feedback, deliver securely, and preserve the source record. - [ ] **Route the briefing for focused review** — Medium priority · Due 1 day before the planning anchor Ask the designated reviewer to check factual accuracy, decision framing, sensitivity, and missing material rather than rewriting style. - [ ] Reviewer knows the four required checks - [ ] Review deadline protects the delivery time - [ ] **Revise and deliver the briefing** — High priority · Due on the planning anchor Resolve material feedback, perform a final recipient check, and deliver the briefing through the approved channel. - [ ] Material review feedback is resolved - [ ] Recipients and attachments are checked before sending - [ ] Delivery completes by the promised time - [ ] **Archive the source record and assign follow-up** — Medium priority · Due 1 day after the planning anchor Preserve the final briefing where policy requires, then convert executive decisions into owned operational follow-up. - [ ] Final record is retained in the approved repository - [ ] Decisions and commitments have owned follow-up tasks ## Done Verified briefing work moves here after delivery and follow-up are complete. _Move completed work here._ --- Source: https://sealtask.com/templates/executive-weekly-briefing/ License: https://sealtask.com/terms/#public-templates Privacy notice: This public artifact is plaintext. After import, readable project content is encrypted on your device; operational metadata such as identifiers, relationships, priority, state, timing, and counts remains visible to the service. Usage notice: This template is general operational guidance, not legal, medical, tax, security, employment, compliance, or other professional advice. It does not establish compliance, and its publication is not evidence of outside professional review or approval. Review and adapt it with the responsible organizational owners, and obtain appropriate professional advice before regulated use. Template version: 1