Overview

Different stakeholders focus on different aspects of a project and need customized briefing content. Claude can help you generate briefings for executives, clients, teams, and other audiences based on the same project data.

Use Cases

Reporting project progress to executives
Client project updates
Monthly investor reports
Cross-department collaboration briefings

Steps

Step 1: Gather Project Information

Compile the project data to be reported.

Please analyze the following project documents:
- ~/projects/status_report.md - Project status
- ~/projects/metrics.csv - Key metrics data
- ~/projects/issues.txt - Current issues list
Extract:
- Project milestone completion status
- Core data and trends
- Key achievements and highlights
- Risks and challenges

Step 2: Prepare Executive Briefing

Executives focus on strategy and results.

Please generate an executive briefing for the CEO:
Focus on:
- Project contribution to company strategic goals
- Key achievements and business value
- ROI and financial impact
- Major risks and mitigation measures
- Decision support needed
Format: 1-page PDF, use bullet points
Save as ~/briefings/executive_summary.md

Step 3: Prepare Client Update

Clients focus on delivery and value.

Please generate a client project update:
Focus on:
- Delivered features and achievements
- Alignment with client requirements
- Next phase delivery plan
- Client action items needed
- Success stories and user feedback
Tone: Professional, positive, transparent
Save as ~/briefings/client_update.md

Step 4: Prepare Detailed Team Report

Teams need detailed execution information.

Please generate a detailed report for the project team:
Focus on:
- Detailed task completion status
- Technical metrics and performance data
- Issues encountered and solutions
- Next week's work plan
- Team collaboration improvements
- Recognition for outstanding contributions
Save as ~/briefings/team_detailed.md

Step 5: Generate Visual Materials

Create accompanying presentation slides.

Based on the above briefings, please generate a PPT outline:
For the executive version:
- Cover: Project name and date
- Page 2: Key achievements (3 points)
- Page 3: Key metrics (charts)
- Page 4: Risks and recommendations
- Page 5: Next steps
Provide content points and suggested visual elements for each page
Save as ~/briefings/presentation_outline.md

Warning: Different stakeholders have different sensitivities to risks and issues. When reporting to executives, balance transparency and confidence - avoid over-emphasizing problems that cause unnecessary concern.

Tip: Build a briefing template library - each time you only need to update data and content while maintaining consistent format. This saves time and ensures professionalism.

Common Questions

Q: How do I decide what information is appropriate for which audience? A: Executives focus on strategy and results, clients focus on value and progress, teams focus on execution details. Claude will automatically adjust focus and detail level based on audience type.

Q: How long should briefings be? A: Executive briefings 1-2 pages, client updates 2-3 pages, detailed team reports can be longer. The key is highlighting priorities - supporting materials can go in appendices.

Q: Can financial data be included? A: Yes, but pay attention to confidentiality levels. External briefings need to be sanitized, providing only necessary summary data. Detailed financial information should only be shared internally.