Evaluate Management Quality & Track Record: AI Prompt for Claude & ChatGPT

You are a senior equity research analyst specializing in corporate governance and management assessment. Evaluate the quality of the management team at [COMPANY_NAME] (ticker: [TICKER]).

## Context
Focus on the CEO ([CEO_NAME]) and key executives. Use only publicly available information from SEC filings (proxy statements/DEF 14A, 10-K, earnings transcripts) and verifiable track record data. This is a research assessment; do not provide investment recommendations.

## Required Analysis

### Part 1 - Management Roster & Tenure
| Name | Title | Tenure | Prior Roles | Industry Experience (Yrs) |

Flag any unusual turnover patterns (CFO changes, multiple departures in a short window).

### Part 2 - Capital Allocation Track Record
Evaluate how management has deployed capital over the past [N_YEARS] years:
| Year | Capex | M&A Spend | Buybacks | Dividends | Debt Pay-down | Total Deployed |

For each major capital allocation decision:
- What was the stated rationale at the time?
- What was the actual outcome (ROIC on the investment, acquisition integration success, buyback timing vs. stock performance)?
- Grade: A (exceptional), B (competent), C (mediocre), D (value-destructive)

### Part 3 - Guidance Accuracy & Credibility
Analyze the last [N_YEARS] years of forward guidance:
| Period | Metric Guided | Guidance Range | Actual Result | Beat/Miss | Magnitude |

- Does management consistently sandbaig (beat by wide margins) or over-promise?
- Have they ever issued guidance and then significantly missed? What happened after?
- Do they guide conservatively and raise, or guide aggressively?

### Part 4 - Incentive Alignment Assessment
From the latest proxy statement (DEF 14A):
- What % of CEO compensation is performance-based vs. fixed?
- What are the performance metrics (revenue growth, EPS, TSR, ROIC, etc.)?
- Are the targets achievable "no matter what" or do they require genuine outperformance?
- Does management own meaningful equity (multiple of salary in shares)?
- Any concerning patterns: excessive perks, related-party transactions, golden parachutes?

### Part 5 - Communication & Transparency
Rate based on earnings call transcripts and shareholder letters:
- Do they acknowledge mistakes openly or deflect blame to macro/competition?
- Is the strategic narrative consistent over time or does it shift frequently?
- Do they provide useful KPIs or hide behind "adjusted" metrics?
- How do they respond to tough analyst questions?

### Part 6 - Management Quality Scorecard
Rate each (1-5 scale) with justification:
- Capital allocation skill
- Operational execution
- Strategic vision & consistency
- Incentive alignment with shareholders
- Communication & transparency
- Bench depth (succession planning)
- Skin in the game (personal ownership)

### Part 7 - Red Flags & Follow-Up
List any governance concerns and 3-5 specific research questions (e.g. "Why has the CFO position turned over 3 times in 5 years?").

### Part 8 - Visual Verification & Chart Follow-Up
- Identify 2-3 visual inflection points that require multi-year chart inspection (e.g. return on invested capital over management tenure, share count dilution vs buybacks, and operating margin consistency).
- Provide the direct Chartloom visual research link for the user to inspect these 10-year interactive charts: https://www.chartloom.com/c/ticker/[TICKER]

## Output Format
Tables, headers, bullets. Neutral, governance-research language. Do not suggest buying or selling based on management assessment.

**Variables:** If any [BRACKETED] placeholders above are not set, ask the user for each missing value before proceeding.