Research & strategy · AI playbook 04

AI Executive
Briefing

A source-disciplined workflow for converting an approved research packet into a concise decision brief with citations, uncertainty, and unresolved questions.

The outcome

A readable briefing that distinguishes source facts, analysis, assumptions, and open questions—giving a decision-maker useful orientation without hiding uncertainty.

01 · Workflow

Brief the decision, not just the topic.

Begin with the decision context and a bounded source set. The model synthesizes what is provided; it should not silently fill gaps from unknown sources.

Frame

State the decision, audience, timeframe, and required depth.

Source

Assemble a dated packet of trusted, reviewable material.

Synthesize

Extract converging facts, tensions, assumptions, and implications.

Challenge

Verify citations and test the brief for omitted counterevidence.

02 · Prompt example

Structure for decision usefulness.

The prompt prevents a polished narrative from disguising weak evidence.

Briefing prompt

Decision-ready synthesis

Using only the supplied sources, draft: executive summary; established facts with citations; areas of source disagreement; implications for the stated decision; assumptions; open questions. If evidence is insufficient, say so explicitly.

Editorial review

Quality checklist

Open and verify every cited source
Separate fact from interpretation
Add material counterevidence
Remove confidence unsupported by evidence

03 · Example structure

A brief leaders can actually use.

Section	Purpose	Standard
Decision in view	Clarify what the reader must consider	One sentence, no hidden recommendation
What is established	Present supported facts	Citation attached to every material claim
What remains uncertain	Expose limitations and disagreement	No invented resolution
Questions before action	Focus further diligence	Owned and answerable

04 · Guardrails

Polish never outranks evidence.

Bounded sources

The output states which materials were included and what was outside scope.

Citation verification

A human reviewer opens each source and confirms that it supports the claim.

Visible uncertainty

Conflicts, gaps, and assumptions remain explicit in the final brief.

Acquisition concept

Give every team a better way to put AI to work.

Acquisition details ↗

Illustrative concept content only. Users remain responsible for source quality, verification, decisions, and compliance with applicable requirements.