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Brief executives and boards: the short story, the ask, the decision

Senior people have little time. Lead with the point and the decision you need, then give only the detail that supports it.

About 2-4 hoursEvergreenLast reviewed 5 November 2026

Who this applies to

Skills it builds
Communication and influence
PM types
All
Product types
All
Starting points
All
Ways of working
All
Experience
Intermediate (1 to 4 years)Experienced (5+ years)
Size of organisation
All

Steps, by experience

Beginner (under 1 year)

  1. Start with the bottom line: what you want and why, in one or two sentences.
  2. State the decision or help you need.
  3. Add three supporting points at most.
  4. Put detail in an appendix.
  5. Practise saying it in under two minutes.

Intermediate (1 to 4 years)

  1. Tailor the story to what each leader cares about.
  2. Bring options with a recommendation, not just a problem.
  3. Pre-brief key people before the meeting.

Experienced (5+ years)

  1. Brief boards on strategy, risk and results with the same structure.
  2. Handle tough questions by going back to the bottom line.
  3. Coach your PMs to brief leaders well.

Who can do this

Owner: Product manager

Tool examples

Google Docs
Write a one-page brief with the bottom line at the top.
Claude
Ask an AI assistant to shorten your draft, then check it still says what you mean.

Definition of done

  • Brief leads with the bottom line
  • Clear ask stated
  • Detail moved to an appendix

Common pitfalls

  • Building up to the point slowly
  • No clear ask
  • Too much detail

Sources