<aside> 💡 A guide to structuring a board pack

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Big Picture

• Executive Summary
  • High level summary of objectives of the board meeting
• Highlights & Challenges
  • The good, the bad, the ugly - deals that fell through, uptick in churn, partnership wins etc.
• Company Needs
  • Key asks for the board - fundraising needs, intros, advice

Financial Performance

• Financial Metrics
  • Overview of key financial statements & metrics
• Key Metric 1
  • The north star metric of the business
• Key Metric 2
• Key Metric 3

Company Building

• Product Roadmap
  • Roadmap of products to be built e.g. gant chart
• Team Updates (Sales, Engineering)
  • Major updates from each department e.g. sales team closed large lead
• Key Hires/Org Chart
  • Recent hires or fires, key personnel to be hired, org chart
• Business Issues
  • Key roadblocks for business, strategies to overcome

Working Sessions

• Large Partnership Opportunities
  • Potential partnerships or customers