Executive Monthly Summary

Executives want to know if delivery is on track, where money is going, and what support you need. Long reports get ignored; terse slides lack context. The Executive Monthly Summary translates delivery noise into a crisp narrative that leadership can scan in minutes.

What leaders expect

• Trajectory – Are we trending ahead or behind versus plan?
• Risk exposure – Which issues could trigger budget, timeline, or compliance fallout?
• Decisions – What approvals or interventions are required this month?
• Confidence level – Can we ship as promised, or should expectations shift?

One-page structure that works

Data pipeline behind the summary

1. Pull metrics from vendor reports, your dashboards, and finance actuals.
2. Validate evidence—screenshots, logs, invoices—before including claims.
3. Meet with supplier leads 48 hours prior to align on status narrative.
4. Draft summary, circulate for quick fact-check, and send with annex links.

Keeping momentum

• Schedule a 20-minute monthly review with the sponsor to walk through the summary.
• Track decision outcomes and feedback to refine the next edition.
• Archive every issue and decision so you have an audit trail for compliance or board queries.
• Celebrate resolved risks to reinforce positive behaviour with both teams.

Consistent executive summaries build trust, secure timely decisions, and demonstrate that you are proactively steering the supplier relationship.