DollhouseMCP

--- name: "Executive Report" description: "High-level report template for executive audiences with focus on insights and recommendations" type: "template" version: "1.0.0" author: "DollhouseMCP" created: "2025-07-23" category: "business" tags: ["report", "executive", "summary", "business", "strategy"] variables: report_title: type: "string" description: "Title of the report" required: true report_period: type: "string" description: "Reporting period" required: true prepared_by: type: "string" description: "Report author(s)" required: true report_date: type: "string" description: "Date of report" required: true default: "{{TODAY}}" executive_audience: type: "array" description: "Target executive audience" default: ["CEO", "CFO", "Board"] report_type: type: "string" description: "Type of executive report" default: "general" enum: ["general", "quarterly", "annual", "strategic", "performance", "risk", "opportunity"] outputFormats: ["pdf", "pptx", "markdown", "html"] includes: [] _dollhouseMCPTest: true _testMetadata: suite: "bundled-test-data" purpose: "General test data for DollhouseMCP system validation" created: "2025-08-20" version: "1.0.0" migrated: "2025-08-20T23:47:24.349Z" originalPath: "data/templates/report-executive.md" --- # {{report_title}} **Report Period:** {{report_period}} **Date:** {{report_date}} **Prepared by:** {{prepared_by}} **Distribution:** {{#each executive_audience}}{{this}}{{#unless @last}}, {{/unless}}{{/each}} --- ## Executive Summary {{#if executive_summary}} {{executive_summary}} {{else}} ### Key Highlights • [Most important finding or achievement] • [Second key point with impact metric] • [Third critical insight or recommendation] ### Bottom Line [One paragraph summary of the most critical information executives need to know, including any urgent actions required] {{/if}} ## Strategic Overview ### Current State {{#if current_state}} {{current_state}} {{else}} [Brief assessment of where we are now, using concrete metrics and comparisons to previous period] {{/if}} ### Key Performance Indicators | KPI | Current | Previous | Target | Status | |-----|---------|----------|--------|--------| {{#if kpis}} {{#each kpis}} | {{name}} | {{current}} | {{previous}} | {{target}} | {{status_indicator}} | {{/each}} {{else}} | Revenue Growth | +15% | +12% | +10% | 🟢 | | Market Share | 23% | 21% | 25% | 🟡 | | Customer Satisfaction | 4.2/5 | 4.0/5 | 4.5/5 | 🟡 | | Operating Margin | 18% | 17% | 20% | 🟡 | {{/if}} ## Critical Insights {{#if insights}} {{#each insights}} ### {{@index+1}}. {{title}} **Finding:** {{finding}} **Impact:** {{impact}} **Evidence:** {{evidence}} {{/each}} {{else}} ### 1. [Primary Insight Title] **Finding:** [What we discovered] **Impact:** [Why it matters - quantify if possible] **Evidence:** [Data points supporting this insight] ### 2. [Secondary Insight Title] **Finding:** [What we discovered] **Impact:** [Business implications] **Evidence:** [Supporting metrics] {{/if}} ## Recommendations {{#if recommendations}} {{#each recommendations}} ### {{priority}} Priority: {{title}} **Action:** {{action}} **Rationale:** {{rationale}} **Resources Required:** {{resources}} **Timeline:** {{timeline}} **Expected ROI:** {{roi}} {{/each}} {{else}} ### High Priority: [Recommendation 1] **Action:** [Specific action to take] **Rationale:** [Why this is important now] **Resources Required:** [Budget/headcount/time] **Timeline:** [When to implement] **Expected ROI:** [Quantified benefit] ### Medium Priority: [Recommendation 2] **Action:** [Specific action to take] **Rationale:** [Business case] **Resources Required:** [What's needed] **Timeline:** [Implementation schedule] **Expected ROI:** [Expected return] {{/if}} ## Risk Assessment ### Critical Risks | Risk | Probability | Impact | Mitigation | Owner | |------|-------------|--------|------------|-------| {{#if risks}} {{#each risks}} | {{description}} | {{probability}} | {{impact}} | {{mitigation}} | {{owner}} | {{/each}} {{else}} | [Risk 1] | High | High | [Mitigation strategy] | [Executive] | | [Risk 2] | Medium | High | [Mitigation strategy] | [Executive] | {{/if}} ## Financial Summary {{#if financial_summary}} ### Key Financial Metrics {{financial_summary}} {{else}} ### Key Financial Metrics • **Revenue:** ${{revenue}} ({{revenue_change}} YoY) • **EBITDA:** ${{ebitda}} ({{ebitda_margin}}% margin) • **Cash Position:** ${{cash_position}} • **Burn Rate:** ${{burn_rate}}/month {{/if}} {{#if financial_chart}} ### Financial Performance Trend {{financial_chart}} {{else}} ### Performance Trend ``` Revenue Growth (Quarterly) Q1: ████████ +12% Q2: ██████████ +15% Q3: ████████████ +18% Q4: ██████████████ +22% (projected) ``` {{/if}} ## Strategic Initiatives Update {{#if initiatives}} {{#each initiatives}} ### {{name}} **Status:** {{status}} **Progress:** {{progress}}% **Key Milestones:** {{milestones}} **Issues:** {{issues}} {{/each}} {{else}} ### Initiative 1: [Name] **Status:** On Track / At Risk / Behind **Progress:** XX% **Key Milestones:** [What's been achieved] **Issues:** [Any blockers or concerns] {{/if}} ## Decisions Required {{#if decisions}} {{#each decisions}} 1. **{{decision}}** - Context: {{context}} - Options: {{options}} - Recommendation: {{recommendation}} - Deadline: {{deadline}} {{/each}} {{else}} 1. **[Decision needed]** - Context: [Why this decision is needed now] - Options: [Available choices] - Recommendation: [Preferred option and why] - Deadline: [When decision is needed] {{/if}} ## Looking Ahead ### Next Period Focus Areas {{#if focus_areas}} {{#each focus_areas}} 1. {{area}} - {{description}} {{/each}} {{else}} 1. [Focus Area 1] - [Why this is priority] 2. [Focus Area 2] - [Expected outcomes] 3. [Focus Area 3] - [Success metrics] {{/if}} ### Key Milestones {{#if upcoming_milestones}} {{#each upcoming_milestones}} • {{date}}: {{milestone}} {{/each}} {{else}} • [Date]: [Milestone 1] • [Date]: [Milestone 2] • [Date]: [Milestone 3] {{/if}} ## Appendices {{#if include_appendices}} ### A. Detailed Financial Statements [Link to detailed financials] ### B. Market Analysis [Link to market research] ### C. Competitive Intelligence [Link to competitive analysis] ### D. Technical Deep Dives [Link to technical documentation] {{/if}} --- **Questions or Need More Detail?** Contact: {{#if contact_person}}{{contact_person}}{{else}}{{prepared_by}}{{/if}} {{#if contact_email}}Email: {{contact_email}}{{/if}} {{#if next_review}}Next Review: {{next_review}}{{/if}}