Partners need to see the project, not just the numbers.
Key takeaway
Pair every financial story with a real site or real data, and let your engineers do the talking.
01 / How did you come to run an executive briefing program?
I worked in project development before moving into partner relations. Our partners kept asking to visit sites, so I proposed a structured briefing program and have run it ever since.
02 / What does a typical briefing look like at your company?
A briefing often starts with a strategy session in our office, followed by a visit to an operating solar or wind site. We end with a discussion on new projects and partnership models.
03 / How do you secure time from executives and subject-matter experts?
Our leadership team sees partner visits as core to the business, which helps. I make their time count by preparing a short brief on each visitor’s interests and history with us.
04 / Tell us about one briefing that changed how you work.
Weather once cancelled a site visit at the last minute. We used live data from the site and a video call with the operations team instead. Partners said it was one of the clearest sessions they had seen.
05 / How do you measure whether a briefing worked?
We track partnership agreements, co-investment and follow-up visits, and we ask each partner what they would want to see next time.
06 / What tools and processes keep your program running smoothly?
Travel and safety checklists, a library of site videos and data dashboards, and a simple shared calendar across our country teams.
07 / What will change about executive briefings in the next few years?
More virtual site visits using real-time data, and more partners asking about community impact and environmental results.
08 / What advice would you give someone just starting in this role?
Always have a plan B. Outdoor sites, travel and weather will test you, and the best briefings are the ones that adapt calmly.
Company
Renewable energy developer
Industry
Energy
Latin America
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