# Executive briefing template

Use this copy-paste executive briefing template in Google Docs or another document editor. Replace the prompts and remove fields that do not help with this meeting. Keep unconfirmed information clearly marked.

## Meeting at a glance
- Date and time:
- Location or call details:
- Purpose:
- Requested outcome:

## People in the room
| Name | Role / organization | Relationship to the executive | Useful context |
| --- | --- | --- | --- |
|  |  |  |  |

## What they want
- Stated priority or concern:
- Question to answer:
- What to confirm:

## Background
- Relevant history:
- Current status:
- Source links:

## Open commitments
| Commitment or task | Owner | Due date | Status |
| --- | --- | --- | --- |
|  |  |  |  |

## Decisions needed
| Decision | Decision owner | Options | Needed by |
| --- | --- | --- | --- |
|  |  |  |  |

## Risks and sensitivities
- Known constraint or unresolved detail:
- Handling note:

## Suggested opening
> 

## Next step
- Action:
- Owner:
- Timing:

## Filled-in example
**Meeting:** Northstar renewal review · Tuesday, 10:00 a.m. · Video call  
**Purpose:** Agree on the service plan for the next term and confirm a renewal date.

**People:** Maya Chen, Northstar operations director; Eli Grant, procurement lead; Jordan Lee, our account lead. Maya owns day-to-day delivery. Eli handles contract timing.

**What they want:** Maya asked for a clear response plan for after-hours requests. Eli asked to see the revised scope before the end of the month. Confirm whether either priority has changed.

**Background:** Current term ends November 30. The revised support schedule is under internal review. Link the account plan and draft scope.

**Open commitments:** Jordan to send support coverage options by Friday. Operations has not confirmed staffing for the proposed schedule.

**Decision needed:** Can we offer the proposed after-hours coverage? The operations lead owns the decision, needed before the revised scope goes to Eli.

**Risk:** Do not describe the schedule as confirmed until staffing signs off.

**Suggested opening:** “Before we review the renewal, I’d like to start with your after-hours response priority and confirm what a workable plan needs to cover.”

**Next step:** Jordan sends the approved scope to Maya and Eli within one business day after the review; confirm the exact date on the call.