Recce Intelligence Report — Revised Template

📋 Template Instructions — Remove Before Distribution This is a revised template for the Recce Intelligence Report. Each section includes placeholder content showing the expected format. Replace bracketed text [like this] with actual data. The key improvements over the previous format:

Every signal has a "So What?" — recommended action + owner
Brand mapping — signals tagged to specific WKT brands
Tiered priority — Critical / High / Medium / Low (not all Medium)
Impact & ROI section — shows Recce's value to leadership
Single unified format — combines slide deck structure with report depth

Executive Summary

[10]

Market Signals

[11]

News Items

[110]

Events Tracked

$[11M]

Pipeline Value

Key Takeaway: [One sentence summary — e.g., "CIRO's upcoming procurement cycle and Edward Jones engagement represent the highest-value near-term opportunities, while Smart Serve's digital expansion signals competitive pressure on Serving It Right."]

🎯 Priority Signals

[Signal Title — e.g., "CIRO Proficiency Exam Modernization"] Critical

[What's happening — 2-3 sentences. e.g., "CIRO is modernizing its proficiency exam framework with digital delivery pilots beginning Q1 2026. Current vendor contract expires March 2026, creating a procurement window. WKT's BCC brand has existing CIRO content and relationships."]

BCC RapidLMS

So What? [Specific recommended action — e.g., "Nick to send beta invite to Reema Syed (Edward Jones) this week; schedule demo by Feb 21"]

Owner: [Nick Palmieri]

Deadline: [Feb 21, 2026]

Source: [RFP alert / industry contact / web scan]

[Signal Title — e.g., "Smart Serve Digital Expansion into Western Canada"] High

[What's happening — 2-3 sentences describing the signal.]

Serving It Right CannSell

So What? [Recommended action]

Owner: [Name]

Deadline: [Date]

Source: [Source]

[Signal Title — e.g., "Canadian Fuels Association Training RFP"] Medium

[What's happening.]

Danatec

So What? [Recommended action]

Owner: [Name]

Deadline: [Date]

Source: [Source]

✅ Action Items Summary

💰 Procurement Pipeline

#	Action	Owner	Brand	Priority	Deadline	Status
1	[Send CIRO beta invite to Reema Syed]	[Nick]	[BCC]	Critical	[Feb 14]	[In Progress]
2	[Prepare Smart Serve competitive analysis]	[Nicole]	[SIR]	High	[Feb 21]	[Not Started]
3	[Review CFA RFP requirements]	[Nick]	[Danatec]	Medium	[Mar 1]	[Not Started]

[AGLC Responsible Gambling Training]

[Alberta Gaming, Liquor & Cannabis] · PlaySafe

$[2M]

Closes: [TBD]
Stage: [Discovery / Discussion]

📰 Key News & Events

Date	Item	Relevance	Brand Impact
[Jan 15]	[News headline or event name]	High	[Which WKT brand this affects and why]
[Jan 22]	[News headline or event name]	Medium	[Brand impact]
[Feb 3]	[News headline or event name]	Low	[Brand impact — monitor only]

📊 Recce Impact & ROI — This Period

Pipeline Identified

$[11M]

[3] opportunities surfaced through intelligence

Early Warnings

[2]

Competitive threats flagged before public announcement

Connections Made

[5]

Key stakeholders identified for outreach

Actions Generated

[8]

Specific next steps assigned to owners

🔭 Recce Intelligence Report