Deck prep - {{client}} - {{domain_or_initiative}}
Reference links (keep in every copy)
- Layer 4 template: https://docs.google.com/document/d/1mK97UJ_BYSNdpsxZOO9HocJlUpDTicLJvETmYLds5Gs/edit
- Layer 3 reference: https://docs.google.com/document/d/1dBrokZdifjXgEgNWU8hfTWYYtbQESGHMICdhb5u8tSo/edit
- Layer 2 reference: https://docs.google.com/document/d/1H7GSLR-JdYQQs9PWQ4V6FfpbsfA-VQFr6tZajPwrSb8/edit
Doc meta
| Field | Value |
|---|---|
| Client | {{client}} |
| Meeting title | {{meeting_title}} |
| Layer | 4 |
| Objective | Inform / Decide / Align |
| Deck owner | {{owner}} |
| Champion approval for VP narrative | {{yes_pending}} |
| Linked Doc 1 | {{url_domain_prd}} |
| Linked Doc 2 | {{url_champion_synthesis}} |
| Linked Doc 3 | {{url_vp_memo}} |
| Linked Doc 5 | {{url_slides}} |
| Locked version / date | {{version}} |
Agenda (timed)
| Time | Topic | Slide intent |
|---|---|---|
Sample text
| Time | Topic | Slide intent |
|---|---|---|
| 0:00-0:05 | Context and objective | Align |
| 0:05-0:15 | Discovery themes and implications | Inform |
| 0:15-0:25 | Recommended decisions and next steps | Decide |
Slide cluster - Context
Slide headlines:
Bullets:
Speaker notes:
Sample text
Slide headline: Current reporting is decision-critical but operationally fragile.
Bullets:
- Teams answer the right questions with high manual effort.
- Source and metric reliability, not analysis quality, is the present bottleneck.
- We can reduce friction quickly with phased source-path decisions.
Speaker notes: Position this as a systems problem, not a people problem. Emphasize that existing teams have strong operational understanding; we are formalizing repeatable data pathways.
Slide cluster - Themes / findings
Sample text
- Theme 1: Shared business questions, fragmented data access.
- Theme 2: Metrics are directionally aligned, definitions are not yet signed.
- Theme 3: A small number of architecture decisions unlock most delivery risk.
Slide cluster - Evidence
| Chart / visual | Metric | Period | Owner | Freshness caveat |
|---|---|---|---|---|
Sample text
| Chart / visual | Metric | Period | Owner | Freshness caveat |
|---|---|---|---|---|
| Monthly trend by channel | {{metric_name}} | Last 12 months | {{owner}} | Latest week provisional |
| Manual vs automated coverage | % KPI coverage | Current sprint | {{owner}} | Updated weekly |
Slide cluster - Risks and open questions
Sample text
- Risk: unresolved source sequencing compresses QA timeline.
- Open question: which interim KPI set is enough for leadership visibility without overpromising precision?
Slide cluster - Recommendations / next steps
Sample text
- Recommendation: lock source sequencing this week.
- Recommendation: publish interim KPI view with caveats before full dashboard release.
- Next step: schedule one decision review with champion + engineering lead.
Slide cluster - Leadership ask
Sample text
Approve source-path decision and interim KPI release criteria so the team can proceed to Wave 1 execution.