RevOps Docs for Startups
  • Welcome
  • Getting Started
    • Quickstart
    • About LeanScale
  • Growth Modeling
    • Building a Growth Model
      • Growth Model Assumptions
      • Growth Model Approaches
      • Growth Model Segmentations
    • Sales Capacity Plan
    • Marketing Plan
    • Customer Success Plan
  • Go-to-market Lifecycle
    • Go-to-Market Lifecycle
    • Lead Lifecycle
    • Sales Lifecycle
    • Customer Lifecycle
    • Proof of Concept Lifecycle
    • Lifecycle Measurement
  • Lead Attribution
    • Attribution Overview
    • Lead Source Taxonomy
  • Measuring Metrics
    • Reporting and Data Analytics
    • Sales Metrics
      • Created Pipeline
      • Weighted Pipeline
    • Marketing Metrics
      • Lead Impact Matrix
      • CAC to LTV
    • Customer Success Metrics
      • Net Retention
    • Partnership Metrics
    • Presenting Metrics
  • GTM Tech Stack
    • GTM Tech Stack Overview
    • When To Buy New Systems
    • Driving System Adoption
    • CRM Considerations
      • User-Oriented CRM
      • Data & Reporting CRM
      • Security-Focused CRM
  • Aligning Sales/Marketing
    • Alignment Overview
    • How to Align?
    • What is an SQL?
    • Building Marketing Operations
    • Defining GTM Process
    • Interviewing GTM Leaders
    • Finding The Right Talent
  • System Demos
    • Data Enrichment
      • Clay
      • Traction Complete
    • Conversational Intelligence
      • Gong
      • Unthread
    • CPQ
      • Dealhub
      • Salesbricks
    • Data Analytics
      • RevVue
      • QFlow
  • CRM Tips
    • Salesforce
      • Create Opp from Contact
      • Validation Rules in Flow
      • Roll Up Summary Field
      • Close Date Change Counter
      • Lead Stages
      • Sales Stages
      • Customer Stages
      • Next Step Fields
      • Lead Source Taxonomy
      • Proof of Concept Stages
      • Displaying Record Information
      • Display Dynamic Lists
      • Messages to End Users
      • Create Custom Buttons
      • Tips for Data Loader
      • Salesforce Inspector Reloaded
      • SFDC Navigator for Lightning
      • Bypass Validation Rules
      • Sales Manager Notes Field
      • Renaming Fields and Objects
      • Getting Faster to Record ID
    • Hubspot
      • Disable Picklist Options
      • Create Yesterday's Date
      • Create Today's Date
  • Strategic Walkthroughs
    • Revenue Operations Flywheel
    • Post-Fundraise Playbook
    • Building Board Decks
    • Building Dashboards
      • CEO Dashboards
      • Executive Dashboards
      • Marketing Dashboards
      • Sales Dashboards
      • CS Dashboards
      • Funnel Analytics
    • ChatGPT as a Salesforce Admin
    • Sales Commission Plans
    • Building Sales Territories
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On this page
  • Board Deck Structure
  • Visuals
  • Proofreading
  • Additional Tips
  • Board Meeting Preparation

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  1. Strategic Walkthroughs

Building Board Decks

PreviousPost-Fundraise PlaybookNextBuilding Dashboards

Last updated 7 months ago

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Board Deck Structure

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.