# <!-- Powered by BMAD™ Core -->
template:
  id: executive-dashboard-template
  name: Executive Dashboard Template
  version: 1.0
  output:
    format: markdown
    filename: docs/executive-dashboard.md
    title: "{{rfq_number}} Executive Dashboard"

workflow:
  mode: interactive
  elicitation: advanced-elicitation

sections:
  - id: overview
    title: Overview
    content: |
      This template provides a structured format for creating executive dashboards that support strategic bid decisions. It presents key opportunity information in a visual, easy-to-digest format for executive decision-makers.

  - id: usage-instructions
    title: Usage Instructions
    content: |
      1. Complete this template during the early bid decision phase
      2. Focus on key metrics and decision factors
      3. Use visual elements to enhance understanding
      4. Keep content concise and actionable

  - id: template-structure
    title: Template Structure
    sections:
      - id: dashboard-header
        title: Dashboard Header
        type: code
        language: markdown
        content: |
          # [RFQ Number] Executive Dashboard
          # [Agency Name]
          # [RFQ Title]
          # [Date]

  - id: opportunity-summary
    title: Opportunity Summary
    elicit: true
    sections:
      - id: key-information
        title: Key Information
        type: table
        columns: [Parameter, Value, Notes]
        instruction: Fill in the key information table with opportunity details
        examples:
          - "| Agency | [Agency Name] | [Additional context] |"
          - "| Program | [Program Name] | [Additional context] |"
          - "| RFQ Number | [RFQ Number] | [Additional context] |"
          - "| Contract Type | [FFP, T&M, CPFF, etc.] | [Additional context] |"
          - "| Period of Performance | [Duration] | [Additional context] |"
          - "| Response Due Date | [Date] | [Days remaining] |"
          - "| Estimated Value | [Dollar amount] | [Annual value / total value] |"
          - "| Set-Aside Type | [Small business, 8(a), etc.] | [Additional context] |"
          - "| NAICS Code | [Code] | [Size standard] |"

      - id: strategic-alignment
        title: Strategic Alignment
        type: table
        columns: [Strategic Goal, Alignment, Notes]
        instruction: Fill in the strategic alignment table with corporate goals
        examples:
          - "| [Goal 1] | [High/Medium/Low] | [Explanation] |"
          - "| [Goal 2] | [High/Medium/Low] | [Explanation] |"
          - "| [Goal 3] | [High/Medium/Low] | [Explanation] |"
          - "| [Goal 4] | [High/Medium/Low] | [Explanation] |"
          - "| [Goal 5] | [High/Medium/Low] | [Explanation] |"

  - id: opportunity-assessment
    title: Opportunity Assessment
    elicit: true
    sections:
      - id: win-probability-analysis
        title: Win Probability Analysis
        type: table
        columns: [Factor, Rating, Notes]
        instruction: Fill in the win probability analysis table
        examples:
          - "| Customer Relationship | [Strong/Moderate/Weak] | [Explanation] |"
          - "| Incumbent Status | [Incumbent/New entrant] | [Explanation] |"
          - "| Solution Strength | [Strong/Moderate/Weak] | [Explanation] |"
          - "| Price Competitiveness | [Strong/Moderate/Weak] | [Explanation] |"
          - "| Team Capabilities | [Strong/Moderate/Weak] | [Explanation] |"
          - "| Competitive Landscape | [Favorable/Neutral/Challenging] | [Explanation] |"
        template: |
          **Overall Win Probability**: {{win_probability}}%

      - id: swot-analysis
        title: SWOT Analysis
        sections:
          - id: strengths
            title: Strengths
            template: |
              - {{strength_1}}
              - {{strength_2}}
              - {{strength_3}}
            instruction: List key strengths for this opportunity

          - id: weaknesses
            title: Weaknesses
            template: |
              - {{weakness_1}}
              - {{weakness_2}}
              - {{weakness_3}}
            instruction: List key weaknesses for this opportunity

          - id: opportunities
            title: Opportunities
            template: |
              - {{opportunity_1}}
              - {{opportunity_2}}
              - {{opportunity_3}}
            instruction: List key opportunities for this bid

          - id: threats
            title: Threats
            template: |
              - {{threat_1}}
              - {{threat_2}}
              - {{threat_3}}
            instruction: List key threats to winning this opportunity

  - id: risk-reward-profile
    title: Risk/Reward Profile
    elicit: true
    sections:
      - id: opportunity-risks
        title: Opportunity Risks
        type: table
        columns: [Risk, Probability, Impact, Mitigation]
        instruction: Fill in the opportunity risks table
        examples:
          - "| [Risk 1] | [High/Medium/Low] | [High/Medium/Low] | [Mitigation strategy] |"
          - "| [Risk 2] | [High/Medium/Low] | [High/Medium/Low] | [Mitigation strategy] |"
          - "| [Risk 3] | [High/Medium/Low] | [High/Medium/Low] | [Mitigation strategy] |"
          - "| [Risk 4] | [High/Medium/Low] | [High/Medium/Low] | [Mitigation strategy] |"
          - "| [Risk 5] | [High/Medium/Low] | [High/Medium/Low] | [Mitigation strategy] |"

      - id: financial-analysis
        title: Financial Analysis
        type: table
        columns: [Metric, Value, Notes]
        instruction: Fill in the financial analysis table
        examples:
          - "| Estimated Contract Value | [Dollar amount] | [Explanation] |"
          - "| Estimated Bid & Proposal Cost | [Dollar amount] | [Explanation] |"
          - "| Expected Profit Margin | [Percentage] | [Explanation] |"
          - "| Return on Investment | [Percentage] | [Explanation] |"
          - "| Break-even Timeline | [Timeframe] | [Explanation] |"

  - id: competitive-assessment
    title: Competitive Assessment
    elicit: true
    sections:
      - id: competitor-analysis
        title: Competitor Analysis
        type: table
        columns: [Competitor, Strengths, Weaknesses, Win Strategy]
        instruction: Fill in the competitor analysis table
        examples:
          - "| [Competitor 1] | [Strengths] | [Weaknesses] | [Strategy] |"
          - "| [Competitor 2] | [Strengths] | [Weaknesses] | [Strategy] |"
          - "| [Competitor 3] | [Strengths] | [Weaknesses] | [Strategy] |"

      - id: incumbent-analysis
        title: Incumbent Analysis
        type: table
        columns: [Parameter, Value, Notes]
        instruction: Fill in the incumbent analysis table
        examples:
          - "| Incumbent | [Company name] | [Additional context] |"
          - "| Contract Performance | [Strong/Moderate/Weak] | [Evidence] |"
          - "| Customer Satisfaction | [High/Medium/Low] | [Evidence] |"
          - "| Known Issues | [Issues] | [Evidence] |"
          - "| Recompete Strategy | [Strategy] | [Explanation] |"

  - id: customer-intelligence
    title: Customer Intelligence
    elicit: true
    sections:
      - id: key-decision-makers
        title: Key Decision Makers
        type: table
        columns: [Role, Name, Relationship, Priority]
        instruction: Fill in the key decision makers table
        examples:
          - "| [Role] | [Name] | [Strong/Neutral/None] | [Priority] |"
          - "| [Role] | [Name] | [Strong/Neutral/None] | [Priority] |"
          - "| [Role] | [Name] | [Strong/Neutral/None] | [Priority] |"

      - id: customer-hot-buttons
        title: Customer Hot Buttons
        type: table
        columns: [Priority, Hot Button, Our Solution, Competitor Approach]
        instruction: Fill in the customer hot buttons table
        examples:
          - "| [High/Medium/Low] | [Hot button 1] | [Solution] | [Competitor approach] |"
          - "| [High/Medium/Low] | [Hot button 2] | [Solution] | [Competitor approach] |"
          - "| [High/Medium/Low] | [Hot button 3] | [Solution] | [Competitor approach] |"

  - id: bid-decision-recommendation
    title: Bid Decision Recommendation
    elicit: true
    sections:
      - id: decision-factors
        title: Decision Factors
        type: table
        columns: [Factor, Assessment, Weight, Score]
        instruction: Fill in the decision factors table
        examples:
          - "| Strategic Alignment | [High/Medium/Low] | [Weight] | [Score] |"
          - "| Win Probability | [High/Medium/Low] | [Weight] | [Score] |"
          - "| Financial Return | [High/Medium/Low] | [Weight] | [Score] |"
          - "| Resource Availability | [High/Medium/Low] | [Weight] | [Score] |"
          - "| Risk Level | [High/Medium/Low] | [Weight] | [Score] |"
        template: |
          **Total Score**: {{total_score}}

      - id: recommendation
        title: Recommendation
        template: |
          **Bid Decision**: {{bid_decision}}

          **Rationale**:
          {{rationale}}

          **Conditions** (if applicable):

          - {{condition_1}}
          - {{condition_2}}
          - {{condition_3}}
        instruction: Provide bid decision, rationale and any conditions
        examples:
          - "**Bid Decision**: Bid / No Bid / Bid with conditions"

  - id: next-steps
    title: Next Steps
    elicit: true
    type: table
    columns: [Action, Owner, Due Date, Status]
    instruction: Fill in the next steps table with specific actions to move forward
    examples:
      - "| [Action 1] | [Owner] | [Date] | [Status] |"
      - "| [Action 2] | [Owner] | [Date] | [Status] |"
      - "| [Action 3] | [Owner] | [Date] | [Status] |"
      - "| [Action 4] | [Owner] | [Date] | [Status] |"
      - "| [Action 5] | [Owner] | [Date] | [Status] |"

  - id: executive-dashboard-best-practices
    title: Executive Dashboard Best Practices
    content: |
      - **Visual Focus**: Use charts, graphs, and visual indicators where possible
      - **Executive Perspective**: Focus on strategic factors that matter to executives
      - **Data-Driven**: Base assessments on objective data when available
      - **Balanced View**: Present both opportunities and risks honestly
      - **Action-Oriented**: Ensure the dashboard leads to clear decisions
      - **Concise Format**: Keep content brief and focused on key decision factors
      - **Forward-Looking**: Include projections and expected outcomes
      - **Comparative Context**: Provide competitive context for decision-making
      - **Strategic Alignment**: Clearly show alignment with corporate strategy
      - **Risk Transparency**: Be transparent about risks and mitigation approaches

  - id: recommended-graphics
    title: Recommended Graphics
    content: |
      Include 3-5 high-impact graphics that support key messages:

      1. **Win Probability Gauge**: Visual representation of win probability
      2. **Risk/Reward Matrix**: Plot showing risk vs. reward positioning
      3. **Competitive Position**: Visual showing relative position against competitors
      4. **Financial Return Chart**: Graph showing expected financial returns
      5. **Strategic Alignment Radar**: Radar chart showing alignment with strategic goals