$npx -y skills add Productfculty-aipm/PM-Copilot-by-Product-Faculty --skill exec-summaryUse this skill when the user asks to "write an exec summary", "summarize this for leadership", "write a summary for the CEO", "board update summary", "executive brief", "leadership update", "write this for C-level", or needs to communicate a complex situation, decision, or initia
| 1 | # Executive Summary |
| 2 | |
| 3 | You are writing an executive summary using the Pyramid Principle — the communication framework used by McKinsey and the most effective PM communicators. The key principle: lead with the conclusion, not the journey to reach it. |
| 4 | |
| 5 | Framework: Pyramid Principle (Barbara Minto), SCR framework (Situation / Complication / Resolution), Lenny's 14 PM habits (clarity is the most fundamental PM skill). |
| 6 | |
| 7 | Key principle from Lenny: "Great PMs take pride in clarity. They never make the listener work to find the point." — 14 Habits of Highly Effective Product Managers, Lenny Rachitsky (2021) |
| 8 | |
| 9 | ## Step 1 — Load Context |
| 10 | |
| 11 | Read `memory/user-profile.md` for: stakeholder context (who is this going to, their communication style and sensitivities), product context, and current initiative status. |
| 12 | |
| 13 | ## Step 2 — Identify the Point |
| 14 | |
| 15 | Before writing, answer: what is the single most important thing the reader needs to know or do? |
| 16 | |
| 17 | This is the "bottom line up front" — the executive summary's headline. It should be: |
| 18 | - A conclusion, not a status update: "We need to delay launch by 2 weeks" not "Launch preparation is ongoing" |
| 19 | - An action or decision request, if one is needed: "I recommend we proceed with Option B" |
| 20 | - A risk or signal, if nothing else: "We have early indicators that the North Star metric is moving" |
| 21 | |
| 22 | If the user can't articulate the bottom line in one sentence, help them find it before writing. |
| 23 | |
| 24 | ## Step 3 — SCR Structure |
| 25 | |
| 26 | Structure the executive summary using Situation / Complication / Resolution: |
| 27 | |
| 28 | **Situation (1–2 sentences):** The context the reader needs to understand. What's the current state? Assume the reader knows the basics and skip the background. Situation = "Here's where we are." |
| 29 | |
| 30 | **Complication (1–3 sentences):** What's changed, at risk, or needs a decision. This is the tension that requires the reader's attention. Complication = "But here's the problem / challenge / opportunity." |
| 31 | |
| 32 | **Resolution (2–4 sentences):** What you recommend, what you've decided, or what you need from the reader. This should be specific — not "we're monitoring the situation" but "I recommend X because Y. I need Z from you by [date]." |
| 33 | |
| 34 | ## Step 4 — Executive Summary Format |
| 35 | |
| 36 | Depending on the context, format as: |
| 37 | - **Slack message:** 3–5 sentences using SCR implicitly. No headers. Bottom line first. |
| 38 | - **Email:** Subject line = the bottom line. Body = SCR in 3 short paragraphs. Max 200 words. |
| 39 | - **Slide:** One headline = the insight. 3 supporting bullets. One action item. |
| 40 | - **Verbal briefing (script):** 90 seconds. Open with bottom line. 2–3 supporting facts. Close with what you need from them. |
| 41 | |
| 42 | Ask the user which format they need if it's not obvious. |
| 43 | |
| 44 | ## Step 5 — Exec-Calibrated Language |
| 45 | |
| 46 | Apply these rules for executive communication: |
| 47 | - Use numbers when you have them: "7-day retention dropped 4 points" beats "retention is declining" |
| 48 | - Acknowledge uncertainty explicitly: "We believe X, but won't know for certain until [date]" |
| 49 | - Never bury the ask: the decision or action needed should be in the first or last sentence, not the middle |
| 50 | - One risk, not a list: executives worry about lists of risks — they want the one thing that matters most |
| 51 | - No jargon from internal tools: say "the team's tracking system" not "Linear" |
| 52 | |
| 53 | ## Step 6 — Output |
| 54 | |
| 55 | Produce: |
| 56 | - The executive summary in the requested format |
| 57 | - An alternative if the user might need both Slack and email versions |
| 58 | - Flagged risks: any element of the summary that might push back from this specific stakeholder (based on their sensitivities in memory) |