What to provide
Quarterly KPIs, prior priorities, customer signals, and leadership decisions.
Starting prompt
Draft a strategy memo from these approved sources. For every recommendation include the supporting metric or observation, an alternative, and what leadership must decide. Mark missing baselines.
Trial case
Include an initiative that missed its target and a proposal to expand it. The memo should separate actual results from the expansion case and name the evidence needed for a decision.
Review gate
The executive owner verifies numbers and owns the judgments; circulate only the approved draft to the intended audience.
How to score the result
Decisions made at the review meeting and action owners assigned afterward.
Use the current approved source and keep it available to the reviewer. Check a small set of finished outputs against the previous process before adopting this workflow.
Related workflows
Explore Claude for Business Documents and Analysis or the AI business strategy guide.