A quarterly board pack: headline, financials, product, risks and where the board can help.
Speaker notes
Quarter, audience and the tone of the meeting. Replace the subtitle with the two decisions or discussions you want from the board.
Three numbers that tell the quarter's story. If a number is unusual, say so in the detail line instead of hiding it in the appendix.
Four rows, no spreadsheet. Each row is a claim plus the number that supports it; the full model goes out separately.
What shipped last quarter and what it changed for customers. One line of evidence per item, no roadmap.
Two risks, one watching and one mitigated, each with an owner. The board should leave knowing what would change the plan.
Three people numbers and one honest sentence. Keep the detail about what changed in how the team works.
Close with what the board can actually do: an introduction, a decision or a perspective. Vague asks do not get answered.