Glossary of Terms

An AI-powered executive persona that evaluates proposals from a specific C-suite perspective. The Executive Advisor Board plugin includes eight default agents: CEO, CFO, CHRO, CMO, COO, CTO, General Counsel, and Independent Board Member. Each agent applies its role-specific expertise and concerns to provide comprehensive feedback.

Computer systems that can perform tasks typically requiring human intelligence. This plugin uses Claude AI by Anthropic to simulate executive thinking and generate evaluation feedback.

The company that develops Claude AI, the artificial intelligence model powering the Executive Advisor Board plugin. Your proposal data is sent to Anthropic’s servers for processing during evaluation.

A set of protocols that allows different software systems to communicate. The plugin uses Anthropic’s API to send proposals and receive evaluations from Claude AI.

A group of individuals elected to represent shareholders and oversee the management of a company. They provide strategic guidance, approve major decisions, and ensure the company acts in stakeholders’ best interests. This plugin helps you prepare for presenting proposals to such boards.

A documented justification for a proposed business initiative, typically including problem statement, proposed solution, financial analysis, risks, and expected benefits. The proposal form in this plugin helps you build a comprehensive business case.

The highest-ranking executive in a company, responsible for overall strategy, vision, and performance. In this plugin, the CEO agent evaluates strategic alignment, timing, opportunity cost, and overall viability of proposals.

The executive responsible for managing a company’s finances, financial planning, and risk management. In this plugin, the CFO agent evaluates financial projections, ROI, budget impact, and financial feasibility of proposals.

The executive responsible for human resources strategy, talent management, and organizational development. In this plugin, the CHRO agent evaluates people implications, organizational readiness, change management, and cultural impact of proposals.

An artificial intelligence assistant created by Anthropic, used by this plugin to power all executive agent evaluations. Claude Sonnet 4 is typically used for the optimal balance of quality and cost.

The executive responsible for marketing strategy, brand management, and customer acquisition. In this plugin, the CMO agent evaluates customer validation, market positioning, competitive landscape, and go-to-market strategy of proposals.

An AI-generated synthesis of all eight agent evaluations, highlighting consensus points, decision conflicts, critical concerns, and key recommendations. This provides a high-level view of the overall assessment.

The executive responsible for day-to-day operations, process efficiency, and operational strategy. In this plugin, the COO agent evaluates execution feasibility, operational capacity, resource allocation, and implementation planning of proposals.

The executive responsible for technology strategy, technical architecture, and innovation. In this plugin, the CTO agent evaluates technical feasibility, architecture decisions, security, scalability, and technology choices in proposals.

Collective term for the highest-level executives in an organization, whose titles typically begin with “Chief” (CEO, CFO, CTO, etc.). The plugin simulates C-suite perspectives on your proposals.

When executive agents give different recommendations on the same proposal (e.g., CEO approves but CFO declines). Conflicts highlight important tradeoffs and competing priorities that need to be addressed.

The process of converting data into a coded format that can only be read with the correct decryption key. This plugin uses AES-256 encryption to protect your proposal data at rest in the database.

The comprehensive assessment of your proposal by all eight executive agents, resulting in individual feedback from each agent plus a consolidated summary. A complete evaluation typically takes 3-6 minutes.

The company’s chief legal officer, responsible for legal affairs, compliance, and risk management. In this plugin, the GC agent evaluates legal risks, regulatory compliance, contract requirements, and intellectual property considerations of proposals.

A comprehensive data privacy law from the European Union. The plugin requires consent for data processing via a GDPR checkbox before submission.

A board director who has no material relationship with the company beyond their board role. In this plugin, the Board agent evaluates proposals from a governance perspective, focusing on strategic alignment, risk oversight, and shareholder value.

A financial metric used to estimate the profitability of investments, expressed as a percentage. It represents the discount rate at which the net present value of costs equals the net present value of benefits. Higher IRR typically indicates a more attractive investment.

A framework for understanding customer needs by focusing on the fundamental “job” a customer is trying to accomplish, rather than specific features or products. This helps identify the real problem you’re solving.

A system where multiple AI agents with different perspectives work together to solve a problem. This plugin uses a multi-agent system where eight executive agents independently evaluate proposals, then a consolidation agent synthesizes their feedback.

A financial metric that calculates the present value of future cash flows minus the initial investment. Positive NPV indicates a profitable investment; higher NPV is better. It accounts for the time value of money.

The value of the next best alternative that is foregone when making a decision. In proposal evaluation, this means considering what else could be done with the same resources (time, money, people) if this proposal were not pursued.

The amount of time required for cumulative benefits to equal cumulative costs. For example, if an initiative costs $500K and saves $100K per year, the payback period is 5 years. Shorter payback periods are generally preferred.

A formal request for approval or decision on a business initiative. In this plugin, your proposal consists of all information entered across the 12 form sections, describing what you want to do, why, how, and what resources are needed.

A responsibility assignment framework that identifies who is Responsible, Accountable, Consulted, and Informed for each task or decision. Used in the “Decision Rights” field to clarify ownership and accountability.

A control that limits the number of actions a user can take in a given time period. The plugin typically limits users to 5 proposal submissions per hour to manage API costs and prevent abuse.

The length of time data is stored before automatic deletion. The plugin typically retains proposal data and evaluation results for 7-30 days (configurable by administrator), after which they’re permanently deleted for privacy and storage management.

A financial metric expressing the efficiency of an investment, calculated as (Gain from Investment – Cost of Investment) / Cost of Investment. Usually expressed as a percentage. For example, if you invest $100K and gain $300K, ROI is 200%.

Processing agents one after another rather than simultaneously. The plugin uses sequential processing to ensure reliable, high-quality evaluations from each agent, though this means evaluations take a few minutes rather than seconds.

A target level of service that a system should provide, often expressed in terms of availability, latency, or error rates. For example, “99.9% uptime” or “response time under 200ms for 95% of requests.”

The degree to which a proposal supports and advances the organization’s stated strategic priorities and goals. Executives prioritize proposals with strong strategic alignment over those that don’t clearly connect to top priorities.

The act of sending your completed proposal form for AI evaluation, or the record of a proposal you’ve submitted. Each submission is assigned a unique ID for tracking and retrieval.

The implied cost of rework needed in the future due to choosing an easy, quick solution now instead of a better approach that would take longer. Like financial debt, technical debt accumulates “interest” through increased maintenance costs and reduced agility.

The unit of text that AI models process. Roughly, a token is about 4 characters or 3/4 of a word in English. AI services charge based on tokens processed. Longer, more detailed proposals use more tokens and cost more to evaluate.

A clear statement of the tangible benefits customers receive from your product or service, typically answering “Why should someone choose this?” A strong value proposition is specific, differentiated, and customer-focused.

An agent decision indicating support for moving forward with the proposal as presented. The proposal is ready for execution with no major changes needed.

An agent decision indicating general support but with specific changes or conditions required. The proposal is fundamentally sound but needs adjustments before execution.

An agent decision indicating they do not support the proposal. This may be due to fundamental flaws, misalignment with priorities, insufficient return, or unacceptable risks.

An agent decision indicating the proposal needs significant development work before they can make an approval decision. More analysis, data, or planning is required.

The plan for how a product or service will reach customers and achieve competitive advantage. Includes pricing, distribution channels, marketing approach, and sales strategy.

The sequence of activities and dependencies that determine the minimum time needed to complete a project. Any delay in critical path activities delays the entire project.

A significant checkpoint or deliverable in a project timeline, often used as a decision gate to assess progress and determine whether to continue.

The direct revenues and costs associated with a single unit of your business model. For example, if you sell a subscription for $100/month and it costs $30 to deliver, your unit economics are $70 profit per subscriber per month.

The percentage of target users or customers who begin using a product, service, or process. Higher adoption rates indicate stronger product-market fit and effective change management.

Any person or group with an interest in or affected by a business decision. Can include employees, customers, shareholders, partners, suppliers, and communities.