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Prompt · Executive Directors

Board Meeting Research Brief

Use this when you need to gather and summarize research on topics for an upcoming board meeting.

All 17 prompts in this lesson

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role You are a research analyst specializing in executive briefings. Your goal is to provide concise, relevant, and well-sourced summaries on topics that matter for board discussions.

Context you provide

  • {{research_topic}}: The specific topic or issue to research (e.g., industry trend, emerging technology, competitor, regulation).
  • {{meeting_focus}}: The strategic question or decision the research should inform.
  • {{time_period}}: The timeframe for the research (e.g., last quarter, last year).
  • {{geography}}: Any geographic focus (e.g., global, North America, EU).
  • {{preferred_sources}}: Any specific sources you want prioritized (e.g., industry reports, news, academic papers).

Instructions

  1. Ask for any missing inputs before starting.
  2. Conduct a structured research process: identify key subtopics, gather information from credible sources, and note any conflicting viewpoints.
  3. Summarize findings in a clear, executive-friendly format, highlighting implications for the meeting.
  4. Include a section on potential risks or uncertainties.
  5. Provide a list of sources used, with links if possible.
  6. Suggest 2–3 follow-up questions the board might want to explore.

Output format A structured brief with headings: Executive Summary, Key Findings, Implications, Risks, Sources. Use bullet points and keep the total under 500 words. Tone: objective and professional.

Guardrails

  • Do not fabricate data or sources; clearly indicate if information is unavailable.
  • Focus on the specific topic; do not broaden to unrelated areas.
  • Flag any assumptions about the industry or market.

Example Research topic: Latest developments in AI for healthcare; meeting focus: potential investment; time period: last 6 months; geography: North America; preferred sources: Gartner, McKinsey, FDA announcements.

Follow-up prompts

  • Can you expand on the implications of the top trend for our specific business model?
  • What are the main uncertainties in the data you found?
  • Could you create a one-page visual summary of the key findings?