board-reportinglisted

# Board Reporting ## Board Deck Structure ### Standard Slide Order 1. **Agenda** — what you'll cover, time allocation 2. **Executive summary** — top 3-5 highlights (wins + challenges), 1 page 3. **KPI dashboard** — key metrics vs plan, prior period, trend 4. **Business update** — product, GTM, operations (narrative) 5. **Financial update** — P&L vs budget, cash position, runway 6. **Strategic topics** — 1-2 deep dives, decisions needed 7. **Risks and issues** — proactive flag, not surprise 8. **Look ahead** — milestones for next quarter 9. **Appendix** — detailed data referenced in deck ### Time Allocation (2-hour meeting) | Section | Time | |---------|------| | Exec summary / housekeeping | 10 min | | KPIs + financials | 20 min | | Strategic discussion (deep dives) | 60 min | | Decisions / voting items | 15 min | | Wrap + next meeting | 15 min | ## Executive Summary Format ``` ## Q[X] 20XX Board Summary **Headline:** [One sentence on the quarter — honest framing] **Key Wins:** - [Specific achievement + number] - [Specific achievement + number] - [Specific achievement + number] **Key Challenges:** - [Challenge + what you're doing about it] - [Challenge + what you're doing about it] **Decisions Needed Today:** - [Decision 1] - [Decision 2] **Q[X+1] Priority:** [One sentence on next quarter's focus] ``` ## KPI Dashboard Design ### Selection Criteria - North Star Metric (primary health indicator) - Revenue / ARR / MRR - Growth rate (MoM, QoQ, YoY) - Unit economics (C