Building Board Decks
Last updated
Last updated
Brief overview of the entire deck covering:
Company performance highlights
Key decisions that need to be made
Request for help from the board
Revenue
Expenses
Profits
Mission statement
Vision statement
Values
Products
Services
Customers
Competitive landscape
Regulatory environment
Technological advancements
Clear statement of what the board of directors needs to do next
Charts
Graphs
Tables
Check for accuracy
Check for clarity and conciseness of visuals
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.
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.