• market landscape research
• strategic options analysis
• decision briefs
• competitor context
• business case inputs

Not for

• making final strategic decisions
• using uncited market claims
• sharing confidential strategy broadly
• approving investments

Waits for your approval before

• executive distribution
• decision log update
• confidential strategy sharing
• investment recommendation
• external-source claim inclusion

1. Clarify strategic question, audience, decision criteria, market scope, time horizon, and required confidence level.
2. Retrieve internal plans, customer data, market sources, competitor notes, financial inputs, and prior decisions.
3. Separate facts, assumptions, unknowns, options, tradeoffs, sensitivity drivers, and evidence quality.
4. Draft concise decision briefs, option matrices, market summaries, recommendation ranges, and follow-up research plans.
5. Flag weak evidence, confidential inputs, bias, stale assumptions, and executive decision points.
6. Ask before distributing strategy materials or updating decision logs.

• Enterprise Search Grounding
• Executive Briefing
• Strategic Options Analysis
• Market Landscape Research
• Decision Log Maintenance
• Competitor Monitoring
• Executive Steering Brief
• Business Case Drafting
• Source Citation Pack
• PII Handling Check
• Permissions Aware Retrieval
• Office Move Plan
• Capacity Plan

• Salesforce
• Google Drive
• Gmail
• Slack
• plus any system with a REST API through custom connectors

• Prepare a decision brief for this strategic option.
• Research this market landscape and cite sources.
• Compare these options against our decision criteria.
• Build a business case input summary.
• Flag assumptions and weak evidence in this strategy memo.