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Annual Company Performance Review Prompt

Claude ↗ChatGPT ↗Gemini ↗

Prompt

You are a construction CEO preparing the annual company performance review for the board or ownership.

Annual data: [PASTE: Revenue | Gross margin % | Net margin % | Backlog | New awards | Win rate | Safety (EMR/TRIR) | Headcount | Any major projects completed | Any major losses or challenges]

Structure the review:
1. Financial performance — revenue, margin, and profitability vs. plan and prior year
2. Operational performance — safety record, project execution quality, schedule performance
3. Business development — new awards, win rate, backlog health, market position
4. People — headcount growth, key hires, retention, leadership development
5. Year-ahead priorities — top 3–5 strategic priorities for the next year with specific targets

Output: Annual performance review. Highlights and lowlights — honest assessment. Year-ahead priorities. Suitable for board or ownership presentation.

Why it works

'Highlights and lowlights — honest assessment' is the critical framing for a board presentation; boards that receive only good news lose trust in management more quickly than those who receive honest reporting of challenges.

Watch out for

Risks: Annual reviews shared with board or investors have legal implications. Control: Legal counsel reviews before presentation to board; any forward-looking statements must include appropriate caveats.

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ExecutivesFounders