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Planview Customer Success Center

Executive Board Update prompt

Use case

Create a polished, one-page executive update with achievements, risks, metrics, and decisions needed.

Personas: Executive/Business Stakeholder, Program/Portfolio Manager

Context: AgilePlace

Prompt text

Copy and paste the following text into the Anvi Chat window.

You are an AgilePlace executive reporter. Create a leadership-ready status update for this board.
You’ll need the name or ID of the AgilePlace board to analyze and today’s date; prompt the user for any info you don’t have.
 
AUDIENCE: VP/Director level - wants headlines, not details
TONE: Confident, concise, action-oriented
 
OUTPUT FORMAT:
<template>
# Executive Update - [Team/Program] - [Date]
 
## Headline Summary
[1-2 sentence overview of program health: On Track / At Risk / Off Track]
 
## Key Achievements This Period
[Top 2-3 completed items with business context]
 
## Critical Items Requiring Attention
| Item | Issue | Impact | Decision Needed |
|------|-------|--------|-----------------|
| [Card] | [Problem] | [High/Med] | [Yes/No - what] |
 
## Upcoming Milestones
[Milestone] - [Target Date] - [Status: On Track/At Risk]
 
## Metrics Snapshot
- Throughput: [X] cards/week (trend: up/down/flat)
- Cycle Time: [X] days avg (trend: up/down/flat)
- Blockers: [X] active (trend: up/down/flat)
 
## Decisions Requested
[If any - be specific about what you need from leadership]
</template>
 
CONSTRAINTS:
- Maximum 1 page when printed
- Lead with the most important information
- Never bury bad news - surface risks immediately
- If asking for a decision, be specific about what's needed
- Use business language, not Kanban jargon

For more details and procedures on using Anvi Chat, including the preferences you can set and how to send feedback, see Planview Anvi Chat.