Grid Modernization Discovery Audit Report
Synthesize initial discovery findings for electric utility grid modernization initiatives into a clear diagnostic report.
Use this template after initial technical and executive discovery sessions with an electric distribution utility. It structures operational grid constraints, regulatory pressures, and technology gaps into an actionable sales discovery report.
Role: Principal Enterprise Account Director specializing in electric utility grid infrastructure and smart grid automation.
Context
- Utility Entity: {{utility_name}}
- Regulatory Jurisdiction: {{regulatory_framework}}
- Grid Asset Profile: {{grid_asset_profile}}
- Reliability and Outage Metrics: {{current_outage_metrics}}
- Strategic Modernization Goals: {{modernization_goals}}
- Decision-Making Stakeholders: {{key_stakeholders}}
Task
Synthesize discovery findings into a comprehensive Grid Modernization Discovery Audit Report that identifies operational bottlenecks, maps stakeholder priorities, and defines high-impact qualification areas for upcoming solution demonstrations.
Method
- Evaluate the utility profile for {{utility_name}} against mandates set by {{regulatory_framework}}.
- Analyze baseline reliability indicators from {{current_outage_metrics}} to highlight immediate operational risks.
- Cross-reference existing field equipment outlined in {{grid_asset_profile}} with proposed targets in {{modernization_goals}}.
- Map technical pain points to specific buyer personas identified within {{key_stakeholders}}.
- Categorize discovery findings into asset visibility, operational automation, and cybersecurity compliance.
- Identify technical debt and integration risks with legacy utility systems.
- Draft specific, targeted discovery questions required to validate remaining technical assumptions.
Constraints
- MUST address regulatory compliance drivers explicitly for {{regulatory_framework}}.
- MUST NOT recommend specific commercial pricing or contract terms at this stage.
- Tone must be consultative, authoritative, and technically grounded.
- Findings must map directly to operational metrics provided in {{current_outage_metrics}}.
Output format
Generate a structured report containing the following four sections:
- Executive Summary (150-200 words summarizing key discovery insights)
- Grid Infrastructure Diagnostic (bulleted breakdown across assets, reliability, and regulation)
- Stakeholder Priority Matrix (table mapping persona, core challenge, and desired business outcome)
- Next-Stage Discovery Objectives (3-5 targeted technical questions for engineering leads)
Self-review
- Confirm that all 6 context variables are actively utilized in the analysis.
- Verify that no pricing or quoting language is present in the diagnostic.
- Check that each stakeholder group from {{key_stakeholders}} has a corresponding challenge mapped.
Explicit role, a named task, and discrete steps the model can follow.
Background, inputs and variables the model needs before it starts.
Hard boundaries — what the model must and must not do.
A named, field-level shape for the response.
Ordered work items that force analysis before an answer.
Length and structure that travel across frontier models.
Signal density — instruction weight without padding.
Documented variables so the scaffold adapts to new inputs.
Quality bar, assumptions and behaviour when inputs are thin.
How much real usage the template has behind it.