Insights
Ideas for people who run briefing programs
Practical guides on planning, running and measuring executive briefings, written for briefing managers and the teams around them.
Career
What does an executive briefing manager actually do?
The role sits between sales, product and the executive team. Here is what the job involves day to day, and the skills that separate good programs from great ones.
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3 min read
Operations
How to plan an executive briefing: a six-week checklist
A practical timeline for planning a customer briefing, from the first intake call to the follow-up note, so nothing important lands in the last 48 hours.
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3 min read
Experience design
Writing a briefing agenda executives will actually follow
Agendas fail when they are built around presenters instead of the customer. A few simple rules for agendas that keep the room engaged.
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3 min read
Experience design
In person, virtual or hybrid: choosing the right briefing format
Each format has real strengths. How to pick the right one for the customer, the goal and the people you need in the room.
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3 min read
Measurement
How to measure whether a briefing program is working
Attendance counts are easy. Showing impact is harder. A simple framework for metrics your sales leaders and executives will care about.
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3 min read
Program strategy
Building a briefing team that scales
As demand grows, one heroic briefing manager stops being enough. How programs add people, process and tools without losing the personal touch.
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3 min read
Career
Your first 90 days as a briefing program manager
Starting a new briefing role? A simple plan for listening, quick wins and setting direction in your first three months.
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3 min read
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