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cover

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Template 02 / 19

section-divider

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closing

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agenda

  1. 01Frame the decision
  2. 02Show the evidence
  3. 03Compare options
  4. 04Close with action
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executive-summary

Decision is ready

The facts support moving from discussion to selection without adding another analysis cycle.

image / chart slot (optional)

Risk is bounded

Known caveats are visible, named, and can be managed through rollout gates.

image / chart slot (optional)

Next step is narrow

A pilot decision creates more learning without overcommitting capital or team capacity.

image / chart slot (optional)
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team

Portrait placeholder

Maya Chen

Product and AI systems

  • Led the decision workspace launch from zero to enterprise pilot.
  • Built source-linked review loops for regulated teams.

M.S., Human-Computer Interaction

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Jon Bell

Go-to-market and partnerships

  • Scaled strategic accounts across finance and healthcare.
  • Opened channel partnerships with implementation teams.

MBA, Strategy and Operations

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Ari Patel

Data and platform engineering

  • Architected reliable artifact generation and QA pipelines.
  • Shipped analytics systems used by executive teams.

B.S., Computer Science

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Lina Gomez

Research and narrative design

  • Directed research synthesis for high-stakes board materials.
  • Designed traceable evidence models for complex decisions.

M.A., Communication Design

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Template 07 / 19

problem-context

Use this template when the audience needs the situation, tension, and implication before seeing recommendations.

  • Situation A shift has changed the operating baseline.
  • Tension Current process cannot absorb the new variance cleanly.
  • Implication Delay increases rework and weakens decision confidence.
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Template 08 / 19

key-message-evidence

Key message

This key message stays large and readable, while the supporting evidence is separated into traceable slots for source-backed proof.

Evidence 1

The generated HTML separates the key-message panel from the evidence grid, so the claim cannot collapse into generic card content.

Evidence 2

Each evidence slot has a stable title and explanation area, giving the agent a predictable place for proof, caveat, or source-backed detail.

Evidence 3

QA can inspect the DOM contract before visual styling, which keeps template structure from depending on a design skin.

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Template 09 / 19

claim-supporting-visual

A single visual should carry one argument.

The template reserves a stable visual region while keeping explanatory copy close enough to guide interpretation.

  • Anchor State what the reader should inspect first.
  • Callout Use short labels instead of a second paragraph.
image / chart slot (optional)
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Template 10 / 19

metric-highlight

67%

Adoption signal

Primary number plus interpretation.

3x

Review speed

Comparison is stated beside the metric.

14d

Pilot window

Time bound keeps the ask concrete.

Read the signal

Treat the metric row as the evidence surface, then use this panel to state the decision implication, caveat, or next reading step.

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chart-takeaways

image / chart slot (optional)

What to read

Trend

Call out the movement or comparison the chart is meant to prove, including the direction and the comparison baseline.

Driver

Name the likely reason without overclaiming; separate observed movement from the interpretation or hypothesis.

Decision use

Explain how the chart changes the recommendation, what threshold matters, and what follow-up evidence would reduce risk.

CAGR=(FY26 PlanFY25)1/n−1\mathrm{CAGR}=\left(\frac{\mathrm{FY26\ Plan}}{\mathrm{FY25}}\right)^{1/n}-1

Formula text member

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Template 12 / 19

table

Financial readout

Read top-line growth first, then check margin, cash conversion, and retention to see whether the plan is financially durable.

Durability shows up when growth, margin, and cash all point in the same direction.
Line itemFY2025FY2026 PlanYoY / note
Revenue$84.2M$104.8M+24% planned growth
Gross margin68.4%71.2%+280 bps mix shift
Operating expense$42.7M$49.1MScale hiring below revenue growth
EBITDA$14.9M$23.6M+58% operating leverage
Free cash flow$9.8M$16.4MCash conversion improves to 69%
Net retention116%121%Expansion supports plan quality
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Template 13 / 19

table-comparison

LayerOwnsAgent task
TemplateStructure and DOM contractSelect the page pattern
ContentClaim, evidence, caveatFill the meaning
DesignColor, type, surfacesSkin stable classes

Insight

The template layer owns structure, while the design layer owns visual treatment. This keeps agent edits bounded without freezing the final look.

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Template 14 / 19

milestone

Signal

Map the baseline.

2022

Proof

Validate the evidence threshold.

2023

Inflection

Use the pivotal moment to frame the shift.

2024

Scale

Use a taller card for the highlighted milestone.

2025

Decision

Commit to the next path.

2026

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Template 15 / 19

timeline

Reading the journey

The timeline should show sequence and decision rhythm, while the side panel explains why the milestones matter.

Sequence is evidence when each step changes what the audience can believe.

Mar 2019

Launch

Baseline mapping.

Nov 2019

Audit

Evidence sprint.

May 2020

Scale

Operating cadence.

Feb 2021

Review

QA before export.

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Template 16 / 19

process-steps

1

Choose

Select the page template that matches the communication job.

image / chart slot (optional)
2

Fill

Provide only the content fields the template needs.

image / chart slot (optional)
3

Style

Let the active design control type, color, and surfaces.

image / chart slot (optional)
4

QA

Run contract and visual checks before export.

image / chart slot (optional)
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Template 17 / 19

recommendation-decision

Recommendation

Adopt page templates as the structural layer, with designs remaining user-customizable.

Lucent design asset
Design asset example

Rationale

This keeps generation reliable while leaving style expressive and replaceable.

Next steps

  1. Pilot Use the built-in preview to tune every template.
  2. Validate Promote only contracts that pass QA and browser review.
  3. Ship Document the add-slide workflow for agents.
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Template 18 / 19

risks-tradeoffs

Constraint

Templates can over-constrain if they become decorative presets instead of communication jobs.

Report visual
Design asset example

Mitigation

Keep bounded HTML edit flow after scaffold insertion so agents can improve the page directly.

Tradeoff

More structure improves QA, but only if template contracts stay small and semantic.

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Template 19 / 19

free

placeholder

Flexible content placeholder

Agent may replace this single region with multiple images, charts, text blocks, tables, or a mixed composition.

imageschartstexttables
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