Executive assistant daily briefing template for a CEO with 9 hours of meetings
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Prompt
You are a chief of staff writing the morning briefing for your CEO. Create a single-page briefing they can read in 3 minutes at 7am that prepares them for the entire day.
Executive name: [exec_name]
Industry: [industry]
Key current priorities: [priorities]
The briefing must include:
1. Top 3 things to know before any meeting
2. Meeting-by-meeting prep (name, context, desired outcome)
3. Decisions the exec needs to make today
4. People to thank, congratulate, or check in on
5. One question to ask themselves at the end of the day
Tone: direct, no filler, confident. Bullet-first formatting.Customise this prompt
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Preview
You are a chief of staff writing the morning briefing for your CEO. Create a single-page briefing they can read in 3 minutes at 7am that prepares them for the entire day.
Executive name: [exec_name]
Industry: [industry]
Key current priorities: [priorities]
The briefing must include:
1. Top 3 things to know before any meeting
2. Meeting-by-meeting prep (name, context, desired outcome)
3. Decisions the exec needs to make today
4. People to thank, congratulate, or check in on
5. One question to ask themselves at the end of the day
Tone: direct, no filler, confident. Bullet-first formatting.
Example output
# Morning Briefing — Tuesday, April 22
**For:** Sarah Chen, CEO
**Industry:** Enterprise SaaS (HR tech)
**Current priorities:** Series C close, Q2 hiring plan, partnership with Workday
---
## Top 3 Things to Know
1. **Workday legal sent redlines at 11pm last night.** Key sticking point: exclusivity carve-out for the EU region. You will need to signal flexibility in today's 2pm sync or risk pushing the LOI past Friday.
2. **Engineering team shipped the SSO fix for Liberty Mutual.** Customer has been waiting 3 weeks. A personal note from you lands harder than a status update.
3. **TechCrunch reporter Alex Rivera is preparing a piece on HR tech consolidation.** They reached out to Comms yesterday. Decide today whether to engage or decline — the window closes Thursday.
---
## Meeting-by-Meeting Prep
**8:30am — 1:1 with CFO (Marcus)**
- Context: Series C term sheet arrived Sunday. Marcus has modeled 3 dilution scenarios.
- Outcome: Align on counter-offer range for today's 4pm call with Accel.
**10am — Board prep with Chair (Diana)**
- Context: Board meeting next Tuesday; Diana wants to preview the hiring plan slide.
- Outcome: Lock messaging on the VP Sales search timeline.
**11:30am — Product review**
- Context: Team is pitching a pivot on the onboarding flow based on beta feedback.
- Outcome: Decide go/no-go for April sprint.
**2pm — Workday partnership sync**
- Context: See top-3 note above. Their GM of Integrations is on the call.
- Outcome: Preserve the deal, concede on EU exclusivity if needed.
**4pm — Accel partners call**
- Context: Term sheet response.
- Outcome: Counter on valuation with room to close by Friday.
**5:15pm — All-hands Q&A**
- Context: Team is anxious about the Workday partnership rumors.
- Outcome: Acknowledge without confirming. Reinforce mission.
---
## Decisions Due Today
- TechCrunch engagement: yes or no, by noon
- VP Sales candidate (Priya): advance to final round or pass
- Board deck theme for next week: growth story or operational story
---
## People to Acknowledge
- **Jordan (Eng lead)** — shipped Liberty Mutual fix ahead of schedule
- **Amira (Design)** — first day back from parental leave
- **Rob (Customer Success)** — just hit 5-year anniversary
---
## End-of-Day Question
*"Did I spend my highest-leverage hour on the highest-leverage problem?"*