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Intelligence Template

The Three-Lens Research Brief

A research prompt for Directors, Senior Directors, and SVPs who need to stay current across their industry, their function, and AI — without adding hours to their week.

Configure: 10–15 min
Read output: 5–10 min
Cadence: Weekly or biweekly
Step 1

Configure Your Lenses

Fill in your industry, function, and the AI question most live for you right now.

Step 2

Copy and Paste

Copy the prompt and paste it into any AI assistant: Claude, ChatGPT, Gemini, or Copilot.

Step 3

Act on the Output

Use the quality checklist to evaluate what you got, then decide what warrants your attention.


Step 1
Define Your Three Lenses

Before copying the prompt, fill in the table below. The more specific you are, the more targeted the output. Click any cell in the right column to edit it directly.

Lens Your configuration (click to edit)
Industry
Function
Live AI question

Step 2
Copy This Prompt

Replace the green placeholders with your specifics, then paste into your AI assistant of choice.

The Prompt

You are a senior research analyst helping a in stay current across three domains: their industry, their function, and AI as it applies to their work.

Role Context

Industry:
Function:
Current priorities:

Your Task

Produce a structured intelligence brief across three lenses. For each lens, provide: 2-3 key developments worth paying attention to right now, 1 implication for someone in my specific role, and 1 question I should be asking that I am probably not asking yet.

Lens 1: Industry

What is happening in right now? Focus on structural shifts, competitive dynamics, regulatory changes, and workforce trends. Exclude general business news unless it has specific implications for this sector.

Lens 2: Function

What is evolving in as a discipline? What are practitioners rethinking or experimenting with? Focus on operating model changes and approaches moving from early-adopter to mainstream.

Lens 3: AI in My Domain

What do I specifically need to understand about AI as it applies to in ? Focus on: what early adopters are actually doing (not what vendors are promising), where AI is producing demonstrable results vs. where it is still largely hype, and what decisions I may face in the next 6-12 months that will be shaped by AI.

Vetting Requirements
  • Grounded in operational reality, not vendor marketing
  • Specific enough to be actionable, not generic trend-speak
  • Distinguishes between "AI is being tried" and "AI is demonstrably working"
  • Flags anything where the evidence is thin or the claim is contested
  • Relevant to a Director-SVP decision-making scope
Format

One page maximum per lens. Lead with the implication, not the background. Use plain language. End with a "What I Would Watch This Quarter" list of 3-5 items. If you do not have high-quality signal on something, say so directly.

All green fields are filled in? You can also fine-tune any line directly above, then copy.


Optional Add-Ons
How to modify the prompt

Append any of these to the prompt above for a more targeted output.

Go Deeper on a Topic

Add: "Go deeper on [topic]. Give me the best available evidence, including where experts disagree."

Vet a Source or Report

Add: "Before I rely on this report: flag the methodology, potential conflicts of interest, and what it doesn't cover."

Prepare for a Meeting

Add: "I have [meeting] coming up on [topic]. What are the 3 most important things I should know going in, and what question should I be prepared to answer?"

Benchmark Your Organization

Add: "Based on what I've described about our current AI state, what are 2-3 things organizations at this stage most commonly get wrong? Be direct."


Before You Act on the Output
Quality check

If any of these fail, add to your prompt: "Your response was too general. Give me specific examples with dates, organizations, and measurable outcomes. If you don't have them, tell me that directly."

Source Quality
Not all information is equal

Use this to calibrate where your inputs are coming from and what they're actually good for.

  1. Vendor marketing and sponsored contentAwareness only — treat as advertising, not evidence
  2. Trade media and LinkedIn postsTrend awareness, not a basis for operational decisions
  3. Industry analyst reports (Gartner, Forrester, etc.)Useful for benchmarking — always check the methodology
  4. Named peer case studies with outcomesStrong pattern recognition — verify the context matches yours
  5. Primary research with stated methodologyBest written source — evaluate methodology before acting
  6. Direct conversations with peers who've done itHighest signal — what no report can replicate

An AI assistant is most useful for synthesizing steps 2–5. It can also help you figure out who to call for step 6.


Getting the information is step one. Knowing what to do with it is a different conversation — and that's what we do.

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