Description
Description
Create a board‑level update that balances candor with control. You will define a backbone of three headlines—performance, risk, decision—and attach only evidence that earns its place. A section on governance explains what belongs in the main deck versus the appendix, with a marker for items that require a resolution. We provide templates for KPI bridges, cohort charts, and cash runway views that survive printouts and screenshots. You learn to write risk statements with trigger, probability, and mitigation owner in one line. A messaging module shows how to acknowledge misses without inviting side quests during Q&A. We include a briefing memo format that lets directors read ahead and arrive aligned on the ask. Practice exercises include red‑teaming your own deck and pre‑committing to time boxes for the live review. Examples show how to port the same content to an investor update with minimal rewrites. By the end, you will assemble a concise pack that guides discussion toward decisions, not diagnostics.
Format
Board‑safe slide system, memo template (DOCX), KPI bridge and cash runway templates, red‑team checklist
Duration
3.5 hours
What You’ll Learn
– Performance/risk/decision backbone
– Appendix vs. main deck
– KPI bridges & cash views
– Risk phrasing with owners
– Q&A containment
– Investor re‑use pattern
Target Audience
Founders, CFOs, COOs, and strategy leaders preparing board materials
Slide system + memo template + KPI & runway templates + checklists
3.5 hours
Founders, CFOs, COOs, strategy leaders
– Backbone headlines
– Deck structure
– KPI & cash visuals
– Risk lines
– Q&A control
– Investor reuse
English