RevOps doc · Strategic Walkthroughs

Building Board Decks

A board deck that holds up follows a fixed structure: executive summary, financial performance, strategic goals, company operations, risks and opportunities, and a clear call to action. The summary is written last and carries the argument; the rest is evidence for it.

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#Executive Summary

  • * Brief overview of the entire deck covering:
  • * Company performance highlights
  • * Key decisions that need to be made
  • * Request for help from the board

#Financial Performance

  • * Revenue
  • * Expenses
  • * Profits

#Strategic Goals

  • * Mission statement
  • * Vision statement
  • * Values

#Company Operations

  • * Products
  • * Services
  • * Customers

#Risks and Opportunities

  • * Competitive landscape
  • * Regulatory environment
  • * Technological advancements

#Call to Action

* Clear statement of what the board of directors needs to do next

#Visuals

  • * Charts
  • * Graphs
  • * Tables

#Proofreading

  • * Check for accuracy
  • * Check for clarity and conciseness of visuals

#Additional Tips

* Use clear and concise language.

* Keep the slides visually appealing and easy to understand.

* Make sure the deck is well-organized and flows logically.

* Be specific when asking for help from the board.

* Avoid asking the board how they think the quarter went, for help with reporting or data analysis, or what metrics to measure.

* Use a template by department to determine which slides are must-haves and which can be appendix slides.

#Board Meeting Preparation

* Assign a board deck keeper.

* Start working on the deck well in advance of the meeting.

* Have a data one-pager readily available.

* Focus on the story and decisions that need to be made.

* Do a dry run with the team.

* Send out the deck well ahead of time.

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