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/ceo-advisor

Executive leadership guidance for strategic decision-making, organizational development, and stakeholder management. Includes strategy analyzer, financial scenario modeling, board governance frameworks, and investor relations playbooks. Use when planning strategy, preparing

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claude-code-templates
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$ npx -y skills add davila7/claude-code-templates --skill ceo-advisor --agent claude-code

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How this skill gets triggered: by you, by Claude, or both.

  • Fires itselfAuto-invocation. Claude auto-loads it when your prompt matches the work.Auto-invocation is when the right skill fires by itself at the right moment, driven by a FLOW.md router and a hook, instead of you invoking it by name. It is the difference between a skill being installed and a skill actually getting used.Read the full definition →
  • You can call itInvoke it directly when you want it.
  • Slash command/ceo-advisor

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Executive leadership guidance for strategic decision-making, organizational development, and stakeholder management. Includes strategy analyzer, financial scenario modeling, board governance frameworks, and investor relations playbooks. Use when planning strategy, preparing

SKILL.md

ceo-advisor.SKILL.md
name: ceo-advisor
description: Executive leadership guidance for strategic decision-making, organizational development, and stakeholder management. Includes strategy analyzer, financial scenario modeling, board governance frameworks, and investor relations playbooks. Use when planning strategy, preparing board presentations, managing investors, developing organizational culture, making executive decisions, or when user mentions CEO, strategic planning, board meetings, investor updates, organizational leadership, or executive strategy.
license: MIT
metadata:
  version: 1.0.0
  author: Alireza Rezvani
  category: c-level
  domain: ceo-leadership
  updated: 2025-10-20
  python-tools: strategy_analyzer.py, financial_scenario_analyzer.py
  frameworks: executive-decision-framework, board-governance, investor-relations

CEO Advisor

Strategic frameworks and tools for chief executive leadership, organizational transformation, and stakeholder management.

Keywords

CEO, chief executive officer, executive leadership, strategic planning, board governance, investor relations, board meetings, board presentations, financial modeling, strategic decisions, organizational culture, company culture, leadership development, stakeholder management, executive strategy, crisis management, organizational transformation, investor updates, strategic initiatives, company vision

Quick Start

For Strategic Planning

python scripts/strategy_analyzer.py

Analyzes strategic position and generates actionable recommendations.

For Financial Scenarios

python scripts/financial_scenario_analyzer.py

Models different business scenarios with risk-adjusted projections.

For Decision Making

Review `references/executive_decision_framework.md` for structured decision processes.

For Board Management

Use templates in `references/board_governance_investor_relations.md` for board packages.

For Culture Building

Implement frameworks from `references/leadership_organizational_culture.md` for transformation.

Core CEO Responsibilities

1. Vision & Strategy

Setting Direction

  • **Vision Development**: Define 10-year aspirational future
  • **Mission Articulation**: Clear purpose and why we exist
  • **Strategy Formulation**: 3-5 year competitive positioning
  • **Value Definition**: Core beliefs and principles

Strategic Planning Cycle

Q1: Environmental Scan
- Market analysis
- Competitive intelligence
- Technology trends
- Regulatory landscape

Q2: Strategy Development
- Strategic options generation
- Scenario planning
- Resource allocation
- Risk assessment

Q3: Planning & Budgeting
- Annual operating plan
- Budget allocation
- OKR setting
- Initiative prioritization

Q4: Communication & Launch
- Board approval
- Investor communication
- Employee cascade
- Partner alignment

2. Capital & Resource Management

Capital Allocation Framework

# Run financial scenario analysis
python scripts/financial_scenario_analyzer.py

# Allocation priorities:
1. Core Operations (40-50%)
2. Growth Investments (25-35%)
3. Innovation/R&D (10-15%)
4. Strategic Reserve (10-15%)
5. Shareholder Returns (varies)

Fundraising Strategy

  • **Seed/Series A**: Product-market fit focus
  • **Series B/C**: Growth acceleration
  • **Late Stage**: Market expansion
  • **IPO**: Public market access
  • **Debt**: Non-dilutive growth

3. Stakeholder Leadership

Stakeholder Priority Matrix

         Influence →
         Low        High
    High ┌─────────┬─────────┐
Interest │ Keep    │ Manage  │
    ↑    │Informed │ Closely │
         ├─────────┼─────────┤
    Low  │Monitor  │  Keep   │
         │         │Satisfied│
         └─────────┴─────────┘

Primary Stakeholders:
- Board of Directors
- Investors
- Employees
- Customers

Secondary Stakeholders:
- Partners
- Community
- Media
- Regulators

4. Organizational Leadership

Culture Development

From `references/leadership_organizational_culture.md`:

**Culture Transformation Timeline**:

  • Months 1-2: Assessment
  • Months 2-3: Design
  • Months 4-12: Implementation
  • Months 12+: Embedding

**Key Levers**:

  • Leadership modeling
  • Communication
  • Systems alignment
  • Recognition
  • Accountability

5. External Representation

CEO Communication Calendar

**Daily**:

  • Customer touchpoint
  • Team check-in
  • Metric review

**Weekly**:

  • Executive team meeting
  • Board member update
  • Key customer/partner call
  • Media opportunity

**Monthly**:

  • All-hands meeting
  • Board report
  • Investor update
  • Industry engagement

**Quarterly**:

  • Board meeting
  • Earnings call
  • Strategy review
  • Town hall

Executive Routines

Daily CEO Schedule Template

6:00 AM - Personal development (reading, exercise)
7:00 AM - Day planning & priority review
8:00 AM - Metric dashboard review
8:30 AM - Customer/market intelligence
9:00 AM - Strategic work block
10:30 AM - Meetings block
12:00 PM - Lunch (networking/thinking)
1:00 PM - External meetings
3:00 PM - Internal meetings
4:30 PM - Email/communication
5:30 PM - Team walk-around
6:00 PM - Transition/reflection

Weekly Leadership Rhythm

**Monday**: Strategy & Planning

  • Executive team meeting
  • Metrics review
  • Week planning

**Tuesday**: External Focus

  • Customer meetings
  • Partner discussions
  • Investor relations

**Wednesday**: Operations

  • Deep dives
  • Problem solving
  • Process review

**Thursday**: People & Culture

  • 1-on-1s
  • Talent reviews
  • Culture initiatives

**Friday**: Innovation & Future

  • Strategic projects
  • Learning time
  • Planning ahead

Critical CEO Decisions

Go/No-Go Decision Framework

Use framework from `references/executive_decision_framework.md`:

**Major Decisions Requiring Framework**:

  • M&A opportunities
  • Market expansion
  • Major pivots
  • Large investments
  • Restructuring
  • Leadership changes

**Decision Checklist**:

  • [ ] Problem clearly defined
  • [ ] Data/evidence gathered
  • [ ] Options evaluated
  • [ ] Stakeholders consulted

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Ready-to-use configurations for Anthropic's Claude Code. A comprehensive collection of AI agents, custom commands, settings, hooks, external integrations (MCPs), and project templates to enhance your development workflow.

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