Build the briefing deck

By the end of this task, you will be able to turn research notes into a compact briefing that frames the customer problem, the opportunity, and the recommended next step for a room of decision-makers.

Your situation

The March review has three people in the room: Miriam Graham (VP Supply Chain, holds the signature, unbriefed on the detail), Lidia Holloway (procurement, wants the benchmark), and Nestor Wilke (operations, your champion, judged on on-time delivery).

One deck has to work for all three. Raw notes will not.

Files you'll use

How to read the prompts

Each prompt below is one block you can copy whole. The # lines are labels, not instructions — they mark where the prompt stops setting the goal and starts giving the context, the sources, and the expectations. Copying them along with the prompt does no harm.

Those four moves, in that order, are what makes a prompt work. Use the same shape when you write your own.

Steps

1. Open CanadaPost_Briefing_Deck_Template.pptx in PowerPoint and save your own copy. It carries the Canada Post theme and the five slide headings this task asks for, so Copilot builds inside the brand instead of inventing one.

2. Open the Copilot pane, reference your Task 2 executive brief, and ask for the deck.

   goal

   Fill in the five slides of this Canada Post briefing template for the Tailwind account review.

   context

   Three people will be in the room: the VP Supply Chain who signs and has not seen the detail, the procurement manager who wants a benchmark, and the operations director who is measured on on-time delivery. I have 15 minutes.

   sources

   Use the executive brief I have referenced, and nothing else.

   expectations

   Keep the five slide titles and the deck theme as they are, and fill each one: where the account stands, what the data shows, what is at risk, what we are proposing, and the decision I am asking for. Four bullets maximum per slide, one line each, every number keeping its unit and period. Do not add a title slide, an agenda slide, or a thank-you slide.

3. Fix the slide that always needs fixing. Ask Copilot to rework the data slide so it makes one point rather than five.

   goal

   Rewrite the slide on what the data shows so it makes exactly one point.

   context

   Right now it lists everything I found, but in the room I need the audience to leave with a single fact they remember.

   sources

   Use the content already in this deck.

   expectations

   Give me one headline sentence that is the point, three supporting figures underneath and no more, and tell me which single chart would prove it and what goes on each axis.

4. Add the slide that makes it a business conversation instead of a service complaint.

   goal

   Add a slide showing what is at risk and what it is worth.

   context

   One distribution centre carrying about 18% of annual volume - roughly 55,000 of the 304,090 parcels we moved last year - is already trialling another carrier, and that trial is reported to cover about 30% of the site’s own volume.

   sources

   Use the figures in this deck and the account files.

   expectations

   State the exposed volume as a number and as a share of the national total, showing how you got there from the two percentages. Say clearly that the 30% figure is an unverified verbal estimate, and end with the cost of doing nothing in one sentence.

5. Ask Copilot to review the deck as each of the three attendees.

   goal

   Tell me how this deck lands with each person in the room.

   context

   Miriam Graham, VP Supply Chain, signs, thinks in landed cost, and is unbriefed on the service detail. Lidia Holloway in procurement wants a benchmark and checks what she can. Nestor Wilke in operations is our champion, is measured on on-time delivery, and is under internal pressure.

   sources

   Use the deck as it stands.

   expectations

   For each person, give me the slide that lands, the slide that does not, and the one question they ask that I am not ready for.

6. Add a closing slide with the decision path: what you are asking for, by when, and what happens next.

7. Save the deck. Task 7 turns it into the written proposal.

Check your work

• Five or six slides, no filler slides.
• No slide has more than four bullets.
• Every figure carries its unit and its period.
• The at-risk volume is stated as a number, with the estimate flagged as unverified.
• The final slide names a decision, an owner, and a date.

Stretch prompts

Starting out:

Create a 4-slide briefing from the attached account brief:
business problem, current context, opportunity, next steps.

Comfortable:

Rewrite this deck for a 5-minute slot instead of 15. Tell me
which slide I drop first and what I lose by dropping it.

Confident:

Write the speaker notes for the "What is at risk" slide,
assuming Nestor Wilke is in the room and this slide makes his
own department look bad. I need to make the point without
costing myself my only champion.