AgentSkillsCN

new-executive-report

为领导层生成高管摘要报告，涵盖业务领域、项目管线、资源利用率、人员配置以及战略规划。当用户希望创建高管报告、领导层总结，或对业务领域进行回顾时，此技能将为您提供支持。

SKILL.md
--- frontmatter
name: "new-executive-report"
description: "Generates executive summary reports for leadership on practice areas, pipeline, utilization, staffing, and strategy. Use when the user asks to create an executive report, leadership summary, or practice review."
user-invocable: true
allowed-tools: ["Read", "Write", "Edit", "Glob", "Grep", "Bash", "Task"]

New Executive Report

Generate an executive summary report for Pivot Point Consulting leadership.

Steps

  1. •

    Read proven patterns from .claude/feedback/patterns.md for established conventions and lessons learned.

  2. •

    Read the executive report template from templates/executive-report-template.md to understand the required document structure.

  3. •

    Read the style guide from marketing/brand/style-guide.md for voice, tone, and formatting standards.

  4. •

    Ask the user for the following inputs (if not already provided):

    • •Report focus: What this report covers (e.g., monthly operations, practice area review, strategic update).
    • •Reporting period: The time period covered (e.g., "January 2026", "Q1 2026").
    • •Audience: Who will receive this report (e.g., CEO, executive team, board).
  5. •

    Check for duplicates by scanning client-delivery/reports/[year]/ for existing reports for the same period and focus. Alert the user if one already exists.

  6. •

    Generate the executive report with the following sections:

    • •Frontmatter (YAML):
      • •title: Report title
      • •report-type: The type of executive report
      • •period: Reporting period
      • •audience: Target audience
      • •status: draft
      • •author: [PLACEHOLDER]
      • •date: Current date
      • •confidential: true
    • •Executive Summary: 5-7 bullet points summarizing the most important items. Lead with headline metrics and key decisions needed.
    • •Practice Area Summaries: For each practice area:
      • •Revenue performance: [PLACEHOLDER]
      • •Active engagements: [PLACEHOLDER]
      • •Key highlights
      • •Key concerns
      • •Outlook
    • •Pipeline Report: Summary of the sales pipeline:
      • •Total pipeline value: [PLACEHOLDER]
      • •Weighted pipeline: [PLACEHOLDER]
      • •Win rate: [PLACEHOLDER]
      • •Average deal size: [PLACEHOLDER]
      • •Notable opportunities: [PLACEHOLDER]
    • •Utilization Metrics: Table with:
      • •Practice area
      • •Target utilization: [PLACEHOLDER]
      • •Actual utilization: [PLACEHOLDER]
      • •Billable hours: [PLACEHOLDER]
      • •Non-billable hours: [PLACEHOLDER]
      • •Trend (up / down / flat)
    • •Staffing Status:
      • •Current headcount: [PLACEHOLDER]
      • •Open positions: [PLACEHOLDER]
      • •Attrition this period: [PLACEHOLDER]
      • •Hires this period: [PLACEHOLDER]
      • •Contractor count: [PLACEHOLDER]
      • •Bench strength: [PLACEHOLDER]
    • •Competitive Landscape: Notable competitive dynamics, wins, losses, and market trends.
    • •Strategic Recommendations: 3-5 actionable recommendations for leadership consideration, each with:
      • •Recommendation
      • •Rationale
      • •Expected impact
      • •Required investment or effort
      • •Timeline
  7. •

    Use [PLACEHOLDER] for all financial and operational data -- actual figures must be provided by the relevant teams.

  8. •

    Write the file to client-delivery/reports/[year]/[kebab-case-title]-[period].md where [year] is the current year.

  9. •

    Update the directory README at client-delivery/reports/[year]/README.md by adding the new report to the index list. If the README does not exist, create it with a header and the first entry.

  10. •

    Log the action by appending a JSON line to .claude/feedback/skills-log.jsonl with:

    json
    {"skill": "new-executive-report", "action": "created", "path": "<file-path>", "timestamp": "<ISO-8601>", "title": "<report-title>", "period": "<period>"}