Role, Leadership

Claude for
leadership work

Board prep, strategy memos, all-hands drafts, and the synthesis work that sits between a stack of inputs and a decision.

Leadership work is a constant conversion problem: take the inputs from the executive team, the board, the market, and the team, and turn them into a small number of clear decisions. Claude cannot make the decisions. It can do almost all of the conversion. The habits on this page are about using it as a thinking partner without accidentally handing it your judgement.


Three places to start

Three workflows where Claude does the synthesis work without touching the call.

1. Drafting a strategy memo from rough bullets

Your thinking usually starts as rough bullets from a walk or a long meeting. Claude will turn those into a proper memo that tracks what you actually said. The critical instructions are "do not add anything I did not say" and "where my thinking is incomplete, flag it as an open question rather than filling in plausibly". The open questions are the agenda for your next exec meeting.

Strategy memo prompt, annotated

Four elements, pointed specifically at the "don't drift from what I meant" problem.

YouHere are my rough bullets on whether we should expand into the European market next year, pasted below. They are from a walk so they are not structured. 1 Here is a strategy memo I wrote last quarter that I was happy with, as a voice reference, pasted below. 2 Draft a memo in the same voice. Expand my bullets into proper argument. Lead with the single most important thing in two sentences, and explain why it matters. 3 Do not add anything I did not say. Where my thinking is incomplete or I explicitly left a question open, mark it clearly as "open question" rather than filling in a plausible middle-ground position. The open questions are the agenda for the next meeting, not a gap to paper over. 4
1
Context. What the memo is about, and an admission that the input is rough.
2
Example. A memo you were happy with, as the voice reference.
3
The ask. Lead order and length cap on the opener. The two sentences are what people actually read.
4
Escape hatch. The entire point. "Open questions are the agenda" reframes gaps as useful output, not failures.

Where this falls over

Without the open-question instruction, Claude will paper over the gaps in your thinking by inventing plausible middle-ground positions. The memo looks coherent but drifts from what you actually meant.

2. Synthesising written input from the exec team

You asked the exec team for written responses to a strategic question. You got eight responses of varying length and quality. Claude will summarise each fairly, lay out where people agree and disagree, and identify the core tension. Crucially, ask it to end with your honest read of which way the argument is leaning and what questions would resolve it. The synthesis does the work of the meeting before you have the meeting.

Synthesising exec input, weak vs strong

The weak version produces a polite blur. The strong version produces the meeting you need to have.

Yousummarise what the exec team said about the expansion question
What Claude sends back

A polite overview that smooths every disagreement into "there are different views on this, and a balanced approach might consider...". Every exec sounds reasonable and no one sounds wrong. Unusable as the input to a decision.

YouHere are written responses from eight members of the exec team on whether we should expand into the European market next year, pasted below. Summarise. Where people agree, state the consensus cleanly. Where they disagree, lay out the disagreement fairly and name the core tension. Do not split the difference. Do not invent a balanced middle-ground position that nobody actually took. End with two things: (1) your honest read of which way the argument is currently leaning, and (2) the two or three specific questions that, if answered, would actually resolve the disagreement.
What Claude sends back

Where the team agrees: Europe is strategically important. Entry is a question of when and how, not whether.

Where the team disagrees: The split is not 4-4. It is 5 people who want to enter in Q2 with a direct team, 2 people who want to enter via partnership first, and 1 person (the CFO) who believes the cost case has not been made and wants a formal business case before committing.

The core tension: this is not "fast vs slow". It is "should we bet now on execution speed, or should we bet on reducing execution risk first". Anyone reading the responses can see it phrased as the former, but the CFO's response reframes it as the latter, and the rest of the team has not engaged with that reframing.

My honest read: the argument is currently leaning towards Q2 direct entry, but the CFO's business-case objection has not been addressed head-on and will resurface in the meeting if it is not resolved first.
Questions that would resolve it: (1) what does a minimum defensible business case look like for the CFO to withdraw the objection? (2) if the answer is "it does not exist yet", who owns producing it, and by when? (3) what is the cost of waiting 6 weeks to let the CFO's concern be addressed versus committing now?

Where this falls over

Claude's default is to split the difference for politeness. The explicit instruction must be: do not split the difference, state the disagreement fairly.

3. All-hands drafts that people actually read

Monthly all-hands updates are a load-bearing document. The good ones are warm, specific, and honest about bad news. The bad ones get skimmed. Claude is surprisingly good at the good version if you give it examples of past updates you were happy with and tell it to lead with the one thing that most matters, not the one that's easiest to write.

MC
Martha C. #leadership Sunday, 19:14

First month of using Claude for the all-hands draft. Process: paste the month's wins, losses, and tricky bits into a Project with my last three all-hands messages as voice references. Ask for a draft with the explicit instruction "lead with the single most important thing, do not bury bad news, keep it under 500 words".

First draft tried to bury a hiring freeze at the bottom. I pushed back once and asked it to move that to the top paragraph. The second draft opened with the freeze, explained why, and set out what stays the same. That is now the message going out Monday. Less polished than if I had written it from scratch, more honest than my last three attempts.

5 respect 3 heart

Where this falls over

Left to its own devices, Claude will bury bad news in the middle and lead with the easy good news. Specifically tell it not to bury bad news, and push back on the first draft if it does.


Worked examples

Before and after, on tasks from leadership work.


Prompts to steal

Copy any of these, fill in the square brackets, run.


Try this week

Pick one. All of these are under an hour.


The boundary for leadership work is tighter than for any other role: Claude does the writing, never the thinking, and never the deciding. Within that boundary, it can save you a remarkable share of the hours you currently spend drafting. Use the saved time on the decisions themselves.

If you want to go broader, the Beginner guide covers the habits that apply everywhere. The prompt library has the full set of role-tagged prompts in one place.