AI for your role

AI for SVPs

Run your division with sharper decisions and less time buried in documents.

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The shift

How AI is changing the SVP role

AI now handles the time-heavy parts of an SVP role, like summarizing 80-page board decks, drafting first-pass strategy memos, and pulling themes from dozens of customer or employee comments. It can compare quarterly numbers across business units and flag what changed before your staff meeting. The result is more hours for judgment calls and fewer hours spent reading and reformatting.

What AI can take off your plate

  • Summarizing long board decks, contracts, and reports into one-page briefs
  • Drafting first versions of strategy memos, update emails, and announcements
  • Producing meeting transcripts, action items, and owner lists
  • Comparing quarterly numbers across units and flagging what moved
  • Researching markets, competitors, and regulations with sourced answers

What stays distinctly human

  • Deciding which bets to fund and which to kill
  • Reading the room and managing relationships with peers and the CEO
  • Coaching and developing your direct reports as people
  • Owning accountability when a call goes wrong
  • Setting the priorities and culture your AI tools only execute against
Tools

Five AI tools for SVPs

ChatGPT (GPT-4o)
An SVP pastes in raw quarterly data and competitor news to get a one-page summary and three strategic questions to raise with the CEO.
Try it →
Microsoft Copilot
An SVP uses it inside Outlook, Teams, and Excel to summarize email threads, recap missed meetings, and turn a financial model into talking points.
Try it →
Claude (Anthropic)
An SVP drops in a full board deck or contract and asks for a structured summary, open risks, and the decisions that need a vote.
Try it →
Otter.ai
An SVP records leadership and one-on-one meetings to get transcripts, action items, and owner assignments without taking notes.
Try it →
Perplexity
An SVP researches a new market, regulation, or acquisition target and gets a sourced answer with links to verify before sharing it up.
Try it →
Prompts

Five prompts to try today

Paste these into Claude or ChatGPT and replace the bracketed parts with your own details.

1. Board deck summary
You are my chief of staff. Summarize this board deck for [DIVISION] in one page: top three results, top three risks, and the two decisions the board must make. Flag any number that changed more than 10% from last quarter. Deck: [PASTE]
2. Staff meeting prep
Here are the weekly updates from my [NUMBER] direct reports: [PASTE]. Give me the three most important items, two things that look stuck, and four pointed questions I should ask in my staff meeting tomorrow.
3. Strategy memo draft
Draft a two-page strategy memo to the CEO recommending [DECISION] for [DIVISION]. Include the problem, three options with tradeoffs, my recommendation, cost and headcount impact, and the risks. Keep the tone direct. Context: [PASTE]
4. Performance review notes
Turn these rough notes on [EMPLOYEE NAME] into a clear, fair performance summary: two strengths with examples, two growth areas, and three goals for next quarter. Keep it specific and avoid generic praise. Notes: [PASTE]
5. Hard message to my team
Help me write a calm, honest message to my [TEAM SIZE]-person org about [CHANGE, e.g. reorg, budget cut, missed target]. Explain what is happening, why, what stays the same, and what I expect next. Two paragraphs, no corporate filler.
The playbook

Every AI play for SVPs

Your full AI playbook for your role — updated every week. Tap any card for a step-by-step walkthrough and examples.

✦  New AI plays are added every week — and go straight to subscribers in their morning brief. Skip the scrolling and get yours delivered free. Get my free brief →
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A day in your inbox

This is the kind of brief a SVP gets, every weekday morning.
Monday morning
✦ Personalized for: SVP
Leadership PlaybookBoard and investor updates
Draft the board update in an hour, not a weekend

Board updates take a full weekend because you start from a blank page. Start from your own raw notes instead. Feed Claude the numbers and the context. Get a clean first draft back.

Claude  FREE  writes and reasons over long text you paste in

Dump the raw material

Paste your metrics, wins, misses, and open questions. No formatting needed.

Here are this month's raw notes for my board update: [paste metrics, wins, misses, hires, cash position, open questions]. Turn this into a board update with these sections: TL;DR (3 lines), Metrics vs plan, What went well, What did not, Where I need the board's help. Plain language. No hype.
Pressure-test it

Make it find the holes before your board does.

Read this draft as a skeptical board member. List the 5 questions they will ask that this update does not answer.
Add the asks

Every good update ends with specific requests.

Based on the open questions, write 3 specific asks for the board: an intro, a decision, and a piece of advice. One sentence each.

You walk in with a tight update and a clear list of what you need from the room.

Your role, all in one place
  
Tools, prompts & tricks
Your full library, one tap away.
  
Your playbook
Every entry, building each week.
  
How AI is changing your role
Where your work is heading.

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