# Leadership Meeting and Executive Briefing Designer

Design one weekly leadership meeting and one monthly district update using the same operating information at different levels of detail.

## How to use this worksheet

1. Make a working copy.
2. Use fictional, aggregated, de-identified, or expressly authorized information.
3. State assumptions instead of silently filling gaps.
4. Mark questions that need finance, legal, HR, insurance, privacy, technology,
   governance, or district input.


## Meeting charter

| Meeting | Purpose | Participants | Cadence | Inputs | Outputs | Decision method |
| --- | --- | --- | --- | --- | --- | --- |
|  |  |  |  |  |  |  |

**Notes and decisions**

- 
- 


## Agenda

| Item | Desired outcome | Owner | Pre-work | Minutes | Decision or action |
| --- | --- | --- | --- | --- | --- |
|  |  |  |  |  |  |

**Notes and decisions**

- 
- 


## District update

| Topic | Headline | Evidence | Implication | Action underway | Request |
| --- | --- | --- | --- | --- | --- |
|  |  |  |  |  |  |

**Notes and decisions**

- 
- 


## Executive briefing

| Situation | Why now | Evidence | Options | Recommendation | Risk | Decision needed |
| --- | --- | --- | --- | --- | --- | --- |
|  |  |  |  |  |  |  |

**Notes and decisions**

- 
- 


## Completion check

- [ ] I used evidence or labeled assumptions.
- [ ] Every action, decision, or follow-up has an owner.
- [ ] I identified at least one cross-district implication.
- [ ] I identified at least one financial, legal, compliance, privacy, people, or continuity risk.
- [ ] I removed or protected sensitive information appropriately.

## Information safety

Do not upload personally identifiable student information, protected student records, confidential personnel information, unredacted contracts, credentials, or sensitive financial information to an AI system without explicit authorization. Follow FERPA, IDEA, district policy, employment-confidentiality duties, contractual restrictions, records rules, and approved data-security procedures.