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AI agent for board members

Strategic Plan Progress Challenge Agent

Give the board member a short list of well-founded questions where the reported story and the data disagree.

AnalysisManagementExecutives and strategy
See how it worksGet access
Strategic Plan Progress Challenge Agent: what goes in, what the agent does and what you get

What it does

Management reports on strategy are usually positive, and board members find them hard to test against underlying data. The agent takes management's progress report, finds the underlying metrics in the data room, recomputes the key figures, and compares trends with the plan. It lists questions where the story and the data disagree and drills down into the cause. When management answers, it checks the answer against the data. The member approves the question list. Edge case: the report says customer growth is on plan, but the data shows new customers on plan and churn up, so net growth is below plan.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedYes, continueNoNo 1 STARTS WHEN Progress report received 2 USES A TOOL Extract each claim and metric from the report 3 USES A TOOL Find the underlying data for each metric 4 DOES Recompute the key figures 5 CHECKS THE RESULT Does each recomputed figure match the reported one? If not: Record the difference and look for the cause inthe data. Back to step 3. 6 DOES Compare trends with plan targets 7 DOES Drill down where the story and data disagree 8 DOES Draft a list of questions with the numbers 9 YOU APPROVE Member approves the question list 10 CHECKS THE RESULT Do management answers match the data? If not: Draft a follow-up question with the remainingdifference. Back to step 7. 11 RESULT Question list and data notes
Read the steps as a list
  1. Progress report received
  2. Extract each claim and metric from the report
  3. Find the underlying data for each metric
  4. Recompute the key figures
  5. Does each recomputed figure match the reported one?If not: Record the difference and look for the cause in the data. Back to step 3.
  6. Compare trends with plan targets
  7. Drill down where the story and data disagree
  8. Draft a list of questions with the numbers
  9. Member approves the question listThe agent waits here for your OK.
  10. Do management answers match the data?If not: Draft a follow-up question with the remaining difference. Back to step 7.
  11. Question list and data notes

How it decides

A claim is tested by recomputing it from source data. A difference larger than the tolerance, or a trend that contradicts the story, becomes a question with the numbers attached.

  • A difference over 2 percent is flagged
  • A trend that contradicts the story becomes a question
  • Show the source and the calculation for each question
  • No more than 8 questions per report

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Tolerance for differences (default 2 percent)
  • Data sources
  • Maximum number of questions
  • Metrics tracked each quarter

What keeps you in control

It always asks you first

  • Member approves the list of questions before it goes to management

Hard limits

  • Never contacts management
  • Never presents a figure without its source

It stops when

  • Done: questions sent and answers checked
  • Stop: data is not available, so the member is told what is missing

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensThe report said customer growth was on plan at 8 percent. The agent recomputed from the data: new customers were on plan, but churn was 4 points up, so net growth was 4 percent. The first check failed and it drilled into churn by segment, finding it concentrated in one product. The member approved a question on that product.

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