executive-discovery-memo-template

[Client] — Executive discovery memo — [Source / domain]

Document metadata

Status: [Draft / In review / Final] Warehouse: [Snowflake / BigQuery / other] Database / project / schema: [details] Profiled: [YYYY-MM-DD] Prepared for: [Executive name and role] Prepared by: Brainforge Last updated: [YYYY-MM-DD]

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1. What we profiled

[1 paragraph. What share, schema, or source group was reviewed. One sentence on what the source contains. One sentence on the business domain it supports.]

Full discovery memo: [link to A1 memo]

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2. What we found

• [Key finding 1] — [What was discovered, why it matters to the business, at what scale]
• [Key finding 2] — [...]
• [Key finding 3] — [...]

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3. At a glance

Source domain	Primary fact table	Approx. rows	Date range	Grain
[domain]	[table]	[count]	[start]–[end]	[grain]

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4. Decisions needed

1. [Decision] — [What is at stake, who needs to decide, by when]
2. [Decision] — [...]
3. [Decision] — [...]

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For detail on every table profiled, column-level schema, SLA and freshness, caveats and joins, and recommended next steps, see the full discovery memo linked in §1.