278 lines
11 KiB
YAML
278 lines
11 KiB
YAML
# <!-- Powered by BMAD™ Core -->
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template:
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id: executive-dashboard-template
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name: Executive Dashboard Template
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version: 1.0
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output:
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format: markdown
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filename: docs/executive-dashboard.md
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title: "{{rfq_number}} Executive Dashboard"
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workflow:
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mode: interactive
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elicitation: advanced-elicitation
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sections:
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- id: overview
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title: Overview
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content: |
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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.
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- id: usage-instructions
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title: Usage Instructions
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content: |
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1. Complete this template during the early bid decision phase
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2. Focus on key metrics and decision factors
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3. Use visual elements to enhance understanding
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4. Keep content concise and actionable
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- id: template-structure
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title: Template Structure
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sections:
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- id: dashboard-header
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title: Dashboard Header
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type: code
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language: markdown
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content: |
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# [RFQ Number] Executive Dashboard
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# [Agency Name]
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# [RFQ Title]
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# [Date]
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- id: opportunity-summary
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title: Opportunity Summary
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elicit: true
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sections:
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- id: key-information
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title: Key Information
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type: table
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columns: [Parameter, Value, Notes]
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instruction: Fill in the key information table with opportunity details
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examples:
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- "| Agency | [Agency Name] | [Additional context] |"
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- "| Program | [Program Name] | [Additional context] |"
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- "| RFQ Number | [RFQ Number] | [Additional context] |"
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- "| Contract Type | [FFP, T&M, CPFF, etc.] | [Additional context] |"
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- "| Period of Performance | [Duration] | [Additional context] |"
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- "| Response Due Date | [Date] | [Days remaining] |"
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- "| Estimated Value | [Dollar amount] | [Annual value / total value] |"
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- "| Set-Aside Type | [Small business, 8(a), etc.] | [Additional context] |"
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- "| NAICS Code | [Code] | [Size standard] |"
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- id: strategic-alignment
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title: Strategic Alignment
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type: table
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columns: [Strategic Goal, Alignment, Notes]
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instruction: Fill in the strategic alignment table with corporate goals
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examples:
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- "| [Goal 1] | [High/Medium/Low] | [Explanation] |"
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- "| [Goal 2] | [High/Medium/Low] | [Explanation] |"
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- "| [Goal 3] | [High/Medium/Low] | [Explanation] |"
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- "| [Goal 4] | [High/Medium/Low] | [Explanation] |"
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- "| [Goal 5] | [High/Medium/Low] | [Explanation] |"
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- id: opportunity-assessment
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title: Opportunity Assessment
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elicit: true
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sections:
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- id: win-probability-analysis
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title: Win Probability Analysis
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type: table
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columns: [Factor, Rating, Notes]
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instruction: Fill in the win probability analysis table
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examples:
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- "| Customer Relationship | [Strong/Moderate/Weak] | [Explanation] |"
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- "| Incumbent Status | [Incumbent/New entrant] | [Explanation] |"
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- "| Solution Strength | [Strong/Moderate/Weak] | [Explanation] |"
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- "| Price Competitiveness | [Strong/Moderate/Weak] | [Explanation] |"
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- "| Team Capabilities | [Strong/Moderate/Weak] | [Explanation] |"
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- "| Competitive Landscape | [Favorable/Neutral/Challenging] | [Explanation] |"
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template: |
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**Overall Win Probability**: {{win_probability}}%
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- id: swot-analysis
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title: SWOT Analysis
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sections:
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- id: strengths
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title: Strengths
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template: |
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- {{strength_1}}
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- {{strength_2}}
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- {{strength_3}}
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instruction: List key strengths for this opportunity
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- id: weaknesses
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title: Weaknesses
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template: |
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- {{weakness_1}}
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- {{weakness_2}}
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- {{weakness_3}}
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instruction: List key weaknesses for this opportunity
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- id: opportunities
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title: Opportunities
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template: |
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- {{opportunity_1}}
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- {{opportunity_2}}
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- {{opportunity_3}}
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instruction: List key opportunities for this bid
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- id: threats
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title: Threats
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template: |
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- {{threat_1}}
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- {{threat_2}}
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- {{threat_3}}
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instruction: List key threats to winning this opportunity
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- id: risk-reward-profile
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title: Risk/Reward Profile
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elicit: true
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sections:
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- id: opportunity-risks
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title: Opportunity Risks
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type: table
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columns: [Risk, Probability, Impact, Mitigation]
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instruction: Fill in the opportunity risks table
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examples:
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- "| [Risk 1] | [High/Medium/Low] | [High/Medium/Low] | [Mitigation strategy] |"
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- "| [Risk 2] | [High/Medium/Low] | [High/Medium/Low] | [Mitigation strategy] |"
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- "| [Risk 3] | [High/Medium/Low] | [High/Medium/Low] | [Mitigation strategy] |"
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- "| [Risk 4] | [High/Medium/Low] | [High/Medium/Low] | [Mitigation strategy] |"
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- "| [Risk 5] | [High/Medium/Low] | [High/Medium/Low] | [Mitigation strategy] |"
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- id: financial-analysis
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title: Financial Analysis
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type: table
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columns: [Metric, Value, Notes]
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instruction: Fill in the financial analysis table
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examples:
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- "| Estimated Contract Value | [Dollar amount] | [Explanation] |"
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- "| Estimated Bid & Proposal Cost | [Dollar amount] | [Explanation] |"
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- "| Expected Profit Margin | [Percentage] | [Explanation] |"
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- "| Return on Investment | [Percentage] | [Explanation] |"
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- "| Break-even Timeline | [Timeframe] | [Explanation] |"
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- id: competitive-assessment
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title: Competitive Assessment
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elicit: true
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sections:
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- id: competitor-analysis
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title: Competitor Analysis
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type: table
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columns: [Competitor, Strengths, Weaknesses, Win Strategy]
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instruction: Fill in the competitor analysis table
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examples:
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- "| [Competitor 1] | [Strengths] | [Weaknesses] | [Strategy] |"
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- "| [Competitor 2] | [Strengths] | [Weaknesses] | [Strategy] |"
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- "| [Competitor 3] | [Strengths] | [Weaknesses] | [Strategy] |"
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- id: incumbent-analysis
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title: Incumbent Analysis
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type: table
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columns: [Parameter, Value, Notes]
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instruction: Fill in the incumbent analysis table
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examples:
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- "| Incumbent | [Company name] | [Additional context] |"
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- "| Contract Performance | [Strong/Moderate/Weak] | [Evidence] |"
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- "| Customer Satisfaction | [High/Medium/Low] | [Evidence] |"
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- "| Known Issues | [Issues] | [Evidence] |"
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- "| Recompete Strategy | [Strategy] | [Explanation] |"
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- id: customer-intelligence
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title: Customer Intelligence
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elicit: true
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sections:
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- id: key-decision-makers
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title: Key Decision Makers
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type: table
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columns: [Role, Name, Relationship, Priority]
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instruction: Fill in the key decision makers table
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examples:
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- "| [Role] | [Name] | [Strong/Neutral/None] | [Priority] |"
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- "| [Role] | [Name] | [Strong/Neutral/None] | [Priority] |"
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- "| [Role] | [Name] | [Strong/Neutral/None] | [Priority] |"
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- id: customer-hot-buttons
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title: Customer Hot Buttons
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type: table
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columns: [Priority, Hot Button, Our Solution, Competitor Approach]
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instruction: Fill in the customer hot buttons table
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examples:
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- "| [High/Medium/Low] | [Hot button 1] | [Solution] | [Competitor approach] |"
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- "| [High/Medium/Low] | [Hot button 2] | [Solution] | [Competitor approach] |"
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- "| [High/Medium/Low] | [Hot button 3] | [Solution] | [Competitor approach] |"
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- id: bid-decision-recommendation
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title: Bid Decision Recommendation
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elicit: true
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sections:
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- id: decision-factors
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title: Decision Factors
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type: table
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columns: [Factor, Assessment, Weight, Score]
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instruction: Fill in the decision factors table
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examples:
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- "| Strategic Alignment | [High/Medium/Low] | [Weight] | [Score] |"
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- "| Win Probability | [High/Medium/Low] | [Weight] | [Score] |"
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- "| Financial Return | [High/Medium/Low] | [Weight] | [Score] |"
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- "| Resource Availability | [High/Medium/Low] | [Weight] | [Score] |"
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- "| Risk Level | [High/Medium/Low] | [Weight] | [Score] |"
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template: |
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**Total Score**: {{total_score}}
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- id: recommendation
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title: Recommendation
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template: |
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**Bid Decision**: {{bid_decision}}
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**Rationale**:
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{{rationale}}
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**Conditions** (if applicable):
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- {{condition_1}}
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- {{condition_2}}
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- {{condition_3}}
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instruction: Provide bid decision, rationale and any conditions
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examples:
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- "**Bid Decision**: Bid / No Bid / Bid with conditions"
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- id: next-steps
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title: Next Steps
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elicit: true
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type: table
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columns: [Action, Owner, Due Date, Status]
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instruction: Fill in the next steps table with specific actions to move forward
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examples:
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- "| [Action 1] | [Owner] | [Date] | [Status] |"
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- "| [Action 2] | [Owner] | [Date] | [Status] |"
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- "| [Action 3] | [Owner] | [Date] | [Status] |"
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- "| [Action 4] | [Owner] | [Date] | [Status] |"
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- "| [Action 5] | [Owner] | [Date] | [Status] |"
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- id: executive-dashboard-best-practices
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title: Executive Dashboard Best Practices
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content: |
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- **Visual Focus**: Use charts, graphs, and visual indicators where possible
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- **Executive Perspective**: Focus on strategic factors that matter to executives
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- **Data-Driven**: Base assessments on objective data when available
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- **Balanced View**: Present both opportunities and risks honestly
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- **Action-Oriented**: Ensure the dashboard leads to clear decisions
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- **Concise Format**: Keep content brief and focused on key decision factors
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- **Forward-Looking**: Include projections and expected outcomes
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- **Comparative Context**: Provide competitive context for decision-making
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- **Strategic Alignment**: Clearly show alignment with corporate strategy
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- **Risk Transparency**: Be transparent about risks and mitigation approaches
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- id: recommended-graphics
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title: Recommended Graphics
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content: |
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Include 3-5 high-impact graphics that support key messages:
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1. **Win Probability Gauge**: Visual representation of win probability
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2. **Risk/Reward Matrix**: Plot showing risk vs. reward positioning
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3. **Competitive Position**: Visual showing relative position against competitors
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4. **Financial Return Chart**: Graph showing expected financial returns
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5. **Strategic Alignment Radar**: Radar chart showing alignment with strategic goals
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