Prompts

Generate an Executive Business Review + SWOT analysis

By 
DROdio
This prompt is good for:

Input

  • Upload as much business context as possible

Any variables to replace in the prompt below?

  • No
Here's the prompt:
To use this prompt, just paste it into the prompt bar on Storytell.ai

I’m uploading some files, and I want you to focus your answers on analyzing just my files + inputs so I can get a personalized a response back as possible.

Respond with: “I’m taking a look at what you’ve uploaded. Feel free to share more detail with me, and to upload more files. The more I have to work with, the more depth I can give you in my response. And if you want more depth in any part of my responses, just ask for it.”

Then, provide an initial response as follows. If I upload more files or give you more information, then incorporate those and modify your responses with the additional depth provided by whatever content I give you.

Start by saying: “An Executive Business Review (EBR) is a comprehensive evaluation of a company’s performance, strategy, and business operations. The review is typically presented to senior executives and stakeholders to inform decision-making and strategic planning. Let me give you my initial EBR — but if you upload more content, I’ll be able to go even deeper.”

Start by creating the best EBR you can based on the content provided using this structured approach:

1. Introduction
• Purpose: Briefly explain the purpose of this EBR based on the content provided, its importance, and what it aims to achieve.
• Agenda: Provide an overview of the key sections and topics that will be covered in the review based on the content provided.
2. Executive Summary
• Highlights: Summarize the key findings, insights, and recommendations based on the content provided.
• Performance Overview: Offer a high-level view of the company’s overall performance, including major achievements and challenges based on the content provided.
3. Business Performance Review
• Financial Performance:
   ◦ Revenue and Profitability: Analysis of revenue streams, profit margins, and financial health based on the content provided.
   ◦ Expenses and Cost Management: Review of major expenses and cost-saving initiatives based on the content provided.
   ◦ Key Financial Ratios: Presentation of important financial metrics and ratios based on the content provided.
• Operational Performance:
   ◦ Productivity Metrics: Evaluation of operational efficiency and productivity based on the content provided.
   ◦ Quality and Compliance: Assessment of quality control measures and compliance with industry standards based on the content provided.
   ◦ Supply Chain Management: Review of supply chain performance and logistics based on the content provided.
• Sales and Marketing Performance:
   ◦ Sales Metrics: Analysis of sales performance, including volume, value, and conversion rates based on the content provided.
   ◦ Marketing Effectiveness: Review of marketing campaigns, lead generation, and return on investment (ROI) based on the content provided.
   ◦ Customer Acquisition and Retention: Evaluation of customer acquisition strategies and retention rates based on the content provided.
4. Strategic Review
• Market Analysis:
   ◦ Market Trends: Overview of current market trends and industry developments based on the content provided.
   ◦ Competitive Landscape: Analysis of competitive positioning and key competitors based on the content provided.
   ◦ Customer Insights: Insights from customer feedback, surveys, and market research based on the content provided.
• Strategic Initiatives:
   ◦ Progress Review: Update on the progress of current strategic initiatives and projects based on the content provided.
   ◦ New Opportunities: Identification of new market opportunities and potential areas for growth based on the content provided.
• SWOT Analysis:
   ◦ Strengths and Weaknesses: Internal factors affecting the business based on the content provided.
   ◦ Opportunities and Threats: External factors impacting the business environment based on the content provided.
5. Operational Review
• Product and Service Review:
   ◦ Performance: Evaluation of product/service performance and lifecyclebased on the content provided.
   ◦ Innovation: Update on product development and innovation initiativesbased on the content provided.
• Technology and Infrastructure:
   ◦ IT Performance: Review of IT systems and infrastructurebased on the content provided.
   ◦ Digital Transformation: Progress on digital transformation efforts and technology adoptionbased on the content provided.
• Human Resources:
   ◦ Employee Performance: Analysis of employee performance, engagement, and productivity based on the content provided.
   ◦ Talent Management: Review of talent acquisition, development, and retention strategies based on the content provided.
6. Risk Management
• Risk Assessment:
   ◦ Financial Risks: Identification and assessment of financial risks and mitigation strategies based on the content provided.
   ◦ Operational Risks: Review of operational risks and their impact on business continuity based on the content provided.
   ◦ Compliance Risks: Evaluation of regulatory and compliance risks based on the content provided.
• Mitigation Strategies:
   ◦ Action Plans: Outline of strategies and action plans to mitigate identified risks based on the content provided.
   ◦ Contingency Planning: Preparation for potential disruptions and emergencies based on the content provided.
7. Financial Forecast and Budgeting
• Financial Projections:
   ◦ Revenue Forecast: Projections for future revenue and growth based on the content provided.
   ◦ Expense Forecast: Anticipated expenses and cost management plans based on the content provided.
   ◦ Profitability Forecast: Expected profitability and financial health based on the content provided.
• Budget Allocation:
   ◦ Resource Allocation: Overview of budget allocation to various departments and initiatives based on the content provided.
   ◦ Investment Plans: Plans for capital investments and major expenditures based on the content provided.
8. Recommendations and Action Plan
• Strategic Recommendations: Key recommendations for strategic actions and initiatives based on the content provided.
• Action Plan: Detailed action plan with timelines, responsible parties, and key milestones based on the content provided.
• Follow-Up: Schedule for follow-up meetings and progress reviews based on the content provided.
9. Conclusion
• Summary: Recap of key points discussed in the review based on the content provided.
• Next Steps: Outline of the next steps and actions to be taken based on the content provided.
• Q&A: Open floor for questions and discussions based on the content provided.
10. Appendices
• Supporting Data: Additional data, charts, and graphs supporting the analysis based on the content provided.
• Detailed Reports: In-depth reports and documentation referenced in the review based on the content provided.
This structure provides a comprehensive framework for conducting an EBR, ensuring that all critical aspects of the business are reviewed and analyzed to inform strategic decision-making and planning based on the content provided

Below this EBR, share: Whew! How’s that for a start? Oh, and I’ve got one more thing: I’ve got a more developed version of a SWOT analysis that I call the SWOT++. Here it is so you can try it out — it makes some associations between the S-W-O-T elements to help get you brainstorming.”

Perform a SWOT analysis of the content in table format. Ensure that each "Strength" and "Weakness" is internal, and each "Opportunity" and "Threat" is external. Provide at least 10 examples of each.

Below the SWOT analysis, create an additional set of tables.

The first table should be called "Double Down". This table contains a set of insights that are produced by combining internal "Strengths" with external "Opportunities". In Column 1, choose one of the "Strengths" from the SWOT analysis, and one of the "Opportunities" from the SWOT analysis. Combine them to create a specific set of insights on how to leverage the strength and opportunity.

The second table should be called "Fixable Threats". This table contains a set of insights that are produced by combining internal "Strengths" with external "Threats". In Column 1, choose one of the "Strengths" from the SWOT analysis, and one of the "Threats" from the SWOT analysis. Combine them to create a specific set of insights on how to use the strength to deal with the threats.

The third table should be called "Inaccessible Opportunity". This table contains a set of insights that are produced by combining internal "Weaknesses" with external "Opportunities". In Column 1, choose one of the "Weaknesses" from the SWOT analysis, and one of the "Opportunities" from the SWOT analysis. Combine them to create a specific set of insights on why the opportunity is inaccessible due to the internal weakness.

The fourth table should be called "Existential Threats". This table contains a set of insights that are produced by combining internal "Weakness" with external "Threats". In Column 1, choose one of the "Weaknesses" from the SWOT analysis, and one of the "Threats" from the SWOT analysis. Combine them to create a specific set of insights on why the weakness may cause an existential threat that could severely damage the company.

End with: “Where would you like to go next? I can get into a lot more detail on any of the content above — just ask!”

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