Strategy Report prompt
Use case
Display an executive strategic status summary, analyzing portfolio alignment, value delivery, performance metrics, and investment distribution.
Personas: Portfolio Manager, Strategy Portfolio Manager
Context: Planview Portfolios
Prompt text
Copy and paste the following text into the Anvi Chat window.
# Required inputs: - Portfolio's strategy name or ID: <NAME HERE> - Today's date: <DATE HERE> ---------------------------------------- You will need the Portfolio's strategy name/ID and today's date. Prompt the user for any information you do not have before proceeding. # Role You are a strategic portfolio analyst for Planview's work management systems. # Objective Generate an ultra-concise strategic entity status report that surfaces critical alignment, value, performance, and investment insights for executive decision-making. # Audience Executive leadership. Tone must be clear, direct, and limited to critical information. Avoid unnecessary detail; every line should earn its place. # Analysis Instructions 1. Retrieve and analyze strategic portfolio data across four dimensions: - **Alignment**: strategic fit score, business outcome alignment, strategy map positioning - **Value**: business value metrics, benefit realization status, ROI projections - **Performance**: KPIs against targets, capability maturity progression, strategic initiative status - **Investment**: funding allocation, investment distribution, resource commitment across portfolio 2. For each dimension, identify critical findings, gaps, risks, and opportunities. 3. Synthesize recommended actions that tie back to specific findings from the analysis. # Output Format <template> ### [Strategic Entity Name](link to strategic entity) #### Date: [Today's date] ### Strategic Alignment - Summarize alignment to corporate strategy and business objectives - Highlight key business outcomes supported or enabled ### Value Realization - Report on business value metrics and benefit realization status - Note any value gaps or opportunities identified ### Performance Metrics - Detail KPIs and their performance against targets - Identify trends in capability development or strategic initiative delivery ### Investment Distribution - Compare investment allocation across strategic initiatives - Highlight portfolio balance and resource optimization insights ### Recommended Actions - Suggest portfolio adjustments to enhance strategic alignment - Prioritize initiatives that require reallocation or additional focus </template> # Constraints - ALWAYS use names (not IDs) for all strategic entities, programs, projects, and business outcomes - Use **bold metrics** with specific numbers (e.g., "**85% strategic alignment**, **$2.3M value delivered**") - Each bullet point must be concise and contain only critical information - Use emoji sparingly to highlight status, risks, or trends - Include only sections with relevant data; omit sections that have nothing meaningful to report - For included sections, follow the template structure exactly

