03-vp-executive-memo-template

Executive memo - {{client}} - {{domain_or_initiative}}

Reference links (keep in every copy)

• Layer 3 exemplar/template: https://docs.google.com/document/d/1dBrokZdifjXgEgNWU8hfTWYYtbQESGHMICdhb5u8tSo/edit
• Layer 2 reference: https://docs.google.com/document/d/1H7GSLR-JdYQQs9PWQ4V6FfpbsfA-VQFr6tZajPwrSb8/edit
• Layer 1 reference: https://docs.google.com/document/d/1RfMFm4r96JtE4vsIiXXwfuBaI-Btfe5AcmycYUAk1xI/edit

Doc meta

Field	Value
Client	{{client}}
Domain / initiative	{{domain_or_initiative}}
Layer	3
Memo type	Interim / Final
Owner / voice	{{champion_name}}
BF reviewers	{{names}}
Linked Doc 1	{{url_domain_prd}}
Linked Doc 2	{{url_champion_synthesis}}
Linked Doc 4	{{url_deck_prep}}
Linked Doc 5	{{url_slides}}
Last reviewed	{{date}}

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Purpose / ask

{{inform_decide_align}}

Sample text

This update is intended to align leadership on the current discovery outcomes, clarify decision points that affect delivery sequencing, and confirm the next two execution milestones.

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Context (executive altitude)

Sample text

Over the last two weeks, the team completed domain discovery with key operators and reviewed source-system reporting behavior. The current state is workable but relies on manual joins and inconsistent metric definitions.

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What we learned

Sample text

• Core business questions are stable across stakeholders; the bottleneck is data path reliability, not KPI relevance.
• Several metrics can be productionized quickly once source sequencing is finalized.
• A small number of system decisions have outsized impact on timeline and confidence.

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Parallel workstreams

Thread	Status	Note for leadership

Sample text

Thread	Status	Note for leadership
Source ingestion path	In progress	Requires decision on ERP-first vs warehouse-first flow
Metric definition sign-off	In progress	Two KPI definitions pending champion confirmation
Dashboard QA	Not started	Starts after source and metric gate closes

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Risks and open questions

Sample text

• Risk: delaying ingestion-path decision pushes all downstream work.
• Open question: whether interim reporting should prioritize parity with legacy reports or speed to first trusted view.

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Recommended next steps

Step	Owner	Timing

Sample text

Step	Owner	Timing
Confirm source path decision	{{decision_owner}}	{{date}}
Lock top KPI definitions	{{champion_name}} + BF	{{date}}
Publish interim readout	{{champion_name}}	{{date}}

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Ask of leadership (if any)

Sample text

Approve the recommended source sequencing decision so Wave 1 execution can proceed without rework.