Executive Reporting Glossary¶
Executive Summary¶
This glossary defines process-specific language for the Executive Reporting process wave.
Why This Exists¶
Executive Reporting involves Executive Office, Business Intelligence, Analytics, Intelligence, Notification, source Domains, Ari, Ava, Pulse, Practice leads, decisions, approvals, risks, Board Room reviews, and action tracking. Controlled language prevents ownership confusion and supports AIOS reasoning.
Owner¶
The owner is the Chief Product Officer and Enterprise Architect.
Business Value¶
A shared glossary improves executive cadence, decision clarity, audit review, and cross-Practice collaboration.
Terms¶
| Term | Definition |
|---|---|
| Executive Reporting | Business process wave that prepares briefings, reports, decisions, risks, approvals, Board Room sessions, and action tracking for the customer as CEO. |
| Daily Executive Briefing | Daily executive summary of priorities, risks, deadlines, approvals, actions, and recommended focus. |
| Weekly Performance Review | Weekly review of Practice performance, KPI movement, risk patterns, and operational priorities. |
| Monthly Procurement Report | Monthly report covering procurement pipeline, readiness, bids, contracts, suppliers, funding, learning, risks, and KPIs. |
| Quarterly Strategy Review | Quarterly executive review of strategic direction, capability gaps, performance, risk, and decisions. |
| Board Room | Executive review environment for strategic decisions, risk escalations, approvals, and action commitments. |
| Approval Agenda | Executive Office-owned view of pending decisions and approvals. |
| Decision Package | Evidence-based package containing decision question, options, recommendation, risk, confidence, and required approver. |
| Executive Action | Action item assigned from briefing, report, review, risk escalation, or Board Room decision. |
| Source Domain | Domain that owns the facts referenced by executive reporting. |
| Insight Record | Analytics-owned interpretation or finding generated from KPI snapshots and source signals. |
| Risk Escalation | Executive Office-owned coordination process for material risks requiring leadership attention. |
Cross-Reference Notes¶
- Analytics owns reporting models, KPI definitions, dashboards, snapshots, and insight records.
- Executive Office owns executive coordination, agenda, decision framing, and action tracking.
- Source Domains own source facts.
- Intelligence may explain and summarize but does not own facts.
- Notification delivers reminders and communications but does not own decisions or reports.