BOARD UPDATE · Q[#] [YEAR]
[COMPANY NAME]
[ONE-LINE POSITIONING — "We [verb] [thing] for [audience]."]
[Field 1][Value]
[Field 2][Value]
[Field 3][Value]
[Field 4][Value]
[YOUR LOGO]
02 / 12
Executive summary
[The 3 things the board needs to know before page 3.]
[Headline, headline, headline. One sentence each.]
01[CARD 1 HEADLINE]
[Two-sentence body explaining the point. Be specific — name the user, the pain, the cost.]
02[CARD 2 HEADLINE]
[Two-sentence body explaining the point. Be specific — name the user, the pain, the cost.]
03[CARD 3 HEADLINE]
[Two-sentence body explaining the point. Be specific — name the user, the pain, the cost.]
[YOUR LOGO]
03 / 12
North-star metrics
[Where we are vs. plan vs. last quarter.]
[Same metrics every quarter — trends matter more than levels.]
[METRIC 1][VALUE][+/− vs. prior]
[METRIC 2][VALUE][+/− vs. prior]
[METRIC 3][VALUE][+/− vs. prior]
[METRIC 4][VALUE][+/− vs. prior]
[YOUR LOGO]
04 / 12
Financial results
[P&L summary — actuals vs. plan.]
[Net burn, runway, cash on hand are non-negotiable.]
[Row 1 · A]
[Row 1 · B — short description]
[C]
[D]
[Row 2 · A]
[Row 2 · B — short description]
[C]
[D]
[Row 3 · A]
[Row 3 · B — short description]
[C]
[D]
[Row 4 · A]
[Row 4 · B — short description]
[C]
[D]
[Row 5 · A]
[Row 5 · B — short description]
[C]
[D]
[YOUR LOGO]
05 / 12
Revenue breakdown
[ARR / MRR by segment, by cohort, or by motion.]
[Pick the cut that explains the slope.]
[VALUE]
[VALUE]
[VALUE]
[VALUE]
[VALUE]
[YOUR LOGO]
06 / 12
Product & engineering
[What we shipped, what we learned, what's next.]
[Tie shipped work to KPI movement.]
01[CARD 1 HEADLINE]
[Two-sentence body explaining the point. Be specific — name the user, the pain, the cost.]
02[CARD 2 HEADLINE]
[Two-sentence body explaining the point. Be specific — name the user, the pain, the cost.]
03[CARD 3 HEADLINE]
[Two-sentence body explaining the point. Be specific — name the user, the pain, the cost.]
[YOUR LOGO]
07 / 12
GTM / sales performance
[Pipeline, win rate, ACV, cycle time.]
[Quota attainment + new logos + churn.]
[Pipeline]$[X]M[+/− QoQ]
[Win rate][X]%[+/−]
[ACV]$[X]K[+/−]
[Cycle][X] days[+/−]
[YOUR LOGO]
08 / 12
Team & hiring
[Who joined, who we're hiring, key gaps.]
[Headcount, key roles, attrition.]
01[CARD 1 HEADLINE]
[Two-sentence body explaining the point. Be specific — name the user, the pain, the cost.]
02[CARD 2 HEADLINE]
[Two-sentence body explaining the point. Be specific — name the user, the pain, the cost.]
03[CARD 3 HEADLINE]
[Two-sentence body explaining the point. Be specific — name the user, the pain, the cost.]
[YOUR LOGO]
09 / 12
Risks & mitigations
[The honest list — what could break us this quarter.]
[Each risk gets a named owner and a mitigation.]
01
[ITEM 1 HEADLINE]
[One-sentence body — keep it specific and scannable.]
02
[ITEM 2 HEADLINE]
[One-sentence body — keep it specific and scannable.]
03
[ITEM 3 HEADLINE]
[One-sentence body — keep it specific and scannable.]
04
[ITEM 4 HEADLINE]
[One-sentence body — keep it specific and scannable.]
[YOUR LOGO]
10 / 12
Next quarter priorities
[The 3-5 things that matter most.]
[If everything is a priority, nothing is.]
01
[ITEM 1 HEADLINE]
[One-sentence body — keep it specific and scannable.]
02
[ITEM 2 HEADLINE]
[One-sentence body — keep it specific and scannable.]
03
[ITEM 3 HEADLINE]
[One-sentence body — keep it specific and scannable.]
04
[ITEM 4 HEADLINE]
[One-sentence body — keep it specific and scannable.]
[YOUR LOGO]
11 / 12
Asks of the board
[Specific, actionable — intros, decisions, expertise.]
[Don't waste the slot on generic 'support'.]
01
[ITEM 1 HEADLINE]
[One-sentence body — keep it specific and scannable.]
02
[ITEM 2 HEADLINE]
[One-sentence body — keep it specific and scannable.]
03
[ITEM 3 HEADLINE]
[One-sentence body — keep it specific and scannable.]
[YOUR LOGO]
12 / 12
Appendix · discussion
[Detail backup for live Q&A.]
[Org chart, cohort retention, GTM detail, etc.]
[TOPIC A]
- [Point 1 — concrete and specific.]
- [Point 2.]
- [Point 3.]
- [Point 4.]
[TOPIC B]
- [Point 1.]
- [Point 2.]
- [Point 3.]
- [Point 4.]
1 / 12