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The board deck · 12 modules

The full board deck course.

20-30 min pre-read + 90 min live meeting. These modules sum to ~10:10 of reader attention. Work through in order or jump to the section that needs the most help.

01

Agenda + time allocation

30s · w5

Tell directors where the meeting's 90 minutes will go, and which items need a decision versus a status update.

02

One-line status (on plan / ahead / behind)

20s · w6

State plainly whether the company is ahead of, on, or behind its plan, before any chart explains why.

03

KPI dashboard (revenue, growth, burn, runway, cash)

90s · w11

Show the 5-6 numbers that define company health, trended over time, against plan.

04

P&L + cash vs plan (variance analysis)

75s · w10

Explain the gap between what was budgeted and what actually happened, line by line, with a reason for each material variance.

05

Org: headcount plan, key hires, departures

45s · w8

Show current headcount against plan, name the hires that matter, and disclose any departures the board hasn't already heard about.

06

Top 3 risks + mitigations

60s · w9

Name the three biggest risks to the business right now, each with a mitigation already underway, not a plan to make a plan.

07

Decisions requiring board input/approval

60s · w10

List every item that needs a vote or formal input, with a recommendation already attached, so the meeting spends time debating, not discovering.

08

Product + roadmap vs last quarter's commitments

60s · w9

Grade what was promised last quarter against what shipped, then show the next quarter's commitments.

09

Sales/pipeline or customer health

60s · w8

Show whether the pipeline and existing customer base support next quarter's revenue plan.

10

Legal, compliance, option pool items

40s · w7

Give a status update on legal exposure, compliance obligations, and the option pool, even when the answer is 'nothing to report.'

11

Asks (intros, hires, strategic help)

40s · w7

Give directors specific, actionable ways to help, not a generic 'let us know if you have ideas.'

12

Appendix strategy

30s · w5

Hold the supporting detail (cohort data, full org chart, contract terms) that backs up claims in the core deck without slowing the live meeting down.

Scoring

Each module contributes to your audit score, weighted by how much the reader's decision hinges on it. Total weight = 95.