Decision required
Frame the decision, deadline, requested savings or investment, and the operating and regulatory outcomes that must be protected.
- Decision and recommendation
- Financial target and timing
- Material constraints
A complete prompt and sample six-slide portfolio decision briefing
I'm a senior utility VP and need a board-ready PowerPoint for tomorrow's meeting. Start by calling Navigator's list_projects with no filters to pull the full 100-project portfolio in one call. Use that single dataset for every rollup you need, including asset-class dollars, status by execution stage, and risk-benefit ranking, rather than looking up projects one at a time. Build a 6-slide deck: 1. Risk reduction accomplishments: five-year integrity delivery to date, including miles of pipe replaced, stations rebuilt, defects remediated, and risk bought down on the highest-consequence asset classes. Call out bare steel and cast iron specifically, with the percentage of each program retired. 2. Current-year status: planned spend and program count for the current plan year, broken down by execution stage, including construction, procurement, design, and planning. Include a scope summary showing miles, stations, meters, and services planned this year. 3. Five-year budget by asset class: total five-year capital broken out by transmission, distribution, regulator stations, compressor stations, defect remediation, well operations, new business, and capacity reinforcement. Show actual dollars per class and use consistent colors. 4. Budget optionality: model a $100 million reduction over the next two years. Call build_budget_scenario once for fiscal year 2027 and once for 2028, each targeting $50 million, then combine the results. Rank projects by risk-benefit score, clearly separating touchable growth work from protected regulatory-committed work. State the headline numbers first: target, amount available, and amount protected. 5. Appendix, projects included: list the actual named projects that make up the $100 million of optionality, with risk-benefit score, class, and dollar contribution per project. Reconcile the projects to the total. 6. Appendix, protected projects: identify the highest risk-benefit programs explicitly excluded from any cut, with the regulatory authority and due date for each commitment. Use a dark navy executive palette, real charts, and clear headline numbers on every slide. Validate the file and visually review every slide before sending it. Flag figures that are Navigator modeled or synthetic output rather than audited data.
Frame the decision, deadline, requested savings or investment, and the operating and regulatory outcomes that must be protected.
Connect dollars to physical work, risk reduction, customer commitments, execution maturity, and remaining system exposure.
Show a small number of actionable alternatives and make the consequences of each choice explicit.