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playbooks/executive --skills

Set the direction. Govern the adoption. Report the return.

42 skills for executive / leadership work, a data test, and a prompt check. Fill in the blanks, or add them to Claude.

Unlock with the free assessment Try a sample skill
executive/how-to.md3 steps
  1. 01Pick a skillEach one does one job you already do.
  2. 02Fill in the blanksCopy the finished prompt into any AI tool.
  3. 03Or add it to ClaudeDownload it once. It works in chat, Excel, PowerPoint, Word and Outlook.

Learn

Where leadership can use AiBI immediately.

  • Write a one-page adoption thesis

    State where AI earns its keep this year, who owns it, and what "good" looks like.

  • Set the guardrails

    Approve the data-safety, review, and approved-tool rules before staff improvise their own.

  • Brief the board

    Turn pilot results into a plain-English board update with risk posture and next decisions.

  • Pressure-test a vendor pitch

    Score an AI vendor claim against your data, controls, and exit risk before signing.

Check every draft before it goes out

  • One accountable owner named for AI adoption
  • Data-safety and human-review rules approved as policy
  • Approved-tool list published to all staff
  • Every pilot reports time saved and correction rate
  • Board has seen the current risk posture
  • A decision to scale or stop is made on evidence, not vibes

Test yourself

Green, yellow or red?

Six things you might paste into an AI tool. Sort each one.

  1. Your public call report data

  2. Board minutes discussing a possible acquisition

  3. A vendor's sales deck

  4. Your draft strategy one-pager

  5. Notes on an employee performance issue

  6. A published industry article

0 of 6 sorted

Skills

Try one free. Unlock the rest.

Executive / Leadership skills 8

Everyday skills 20

Excel and PowerPoint 14

EX1 · Word · Chat

Write a board memo

The board has to make a decision and needs the question, the options and your recommendation on two pages or fewer.

Download for Claude

Download, then upload it in Claude under Customize › Skills. It also works in Claude for Excel, PowerPoint, Word and Outlook.

See the full prompt
ROLE
You are the CEO of a community bank writing a decision memo to your board of directors. Directors are careful, short on time, and accountable for the decision.

CONTEXT
Topic: [What the memo is about]
Decision requested: [The decision you need from the board]
Options:
"""
[The options, with cost, benefit and risk for each]
"""
My recommendation: [Your recommendation and why] (if blank, present the options neutrally and leave the recommendation for me to write)
Background:
"""
[Background the board needs]
"""
(if blank, write background only from the topic and options, and keep it to two sentences)

TASK
1. State the decision requested in one sentence the board could vote on.
2. Write the background: why this is in front of the board now, and any deadline.
3. Lay out each option with the same four points: what it is, cost, benefit, and risk. Use only what I gave you.
4. If I gave a recommendation, state it and the reasons in my words, then name the main risk of the recommended option and how it will be managed, if I said.
5. List next steps if the board approves: what happens, who, and when, from my input only.
6. List any questions directors are likely to ask that the memo does not yet answer.

OUTPUT
MEMO header: To: Board of Directors | From: [name], [title] | Date: [date] | Re: the topic.
Sections in order: Decision requested, Background, Options (a table: Option | What it is | Cost | Benefit | Risk), Recommendation, Next steps, Questions the board may ask (for me, not for the memo).
Two pages or fewer. Plain sentences. No jargon the board would need explained.

RULES
- Use only the numbers, dates, names and facts in my input. Do not estimate costs, savings or timelines.
- If an option has no cost or risk stated, write "Not provided" in that cell.
- Give each option fair treatment. Do not describe the options I did not recommend as weak unless my input says why.
- Do not add peer comparisons, industry figures or market data.
- Do not invent facts, numbers, dates or names that are not in what I gave you.

IF SOMETHING IS MISSING
If the decision is not something the board can vote yes or no on, ask me to restate it. If an option has no cost, note it in the table and list it under questions. If there is a deadline implied but not stated, ask for it rather than estimating.

Check before you use it

  • Every cost and date matches the source contract, proposal or budget.
  • The decision sentence is what you want in the minutes.
  • The options you did not pick are described fairly.
  • Legal or compliance has seen it if the decision has regulatory or contract risk.

Never paste: Customer data, employee personnel details, or confidential supervisory information.

Did this work?

Check a prompt for customer data before you paste it.

Type or paste a prompt you would send to an AI tool. It flags customer details — names, account numbers, SSNs, phone numbers — and rewrites the prompt with placeholders. It runs in your browser; nothing you type leaves this page.

Found 2 customer details

  • Account number2219087
  • Phone number(555) 300-1144

Safer version

draft a board note about the overdraft complaint from our director’s neighbor Paul Grant, account [account number], cell [remove — not needed]

Placeholders in gold; red means delete it — the task doesn’t need it.

A pattern check, not a judgement — it can miss things. A named person still reviews before anything is used.

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Executive / Leadership Playbook: AI Skills for the Role — The AI Banking Institute