Board Readiness Kit

Board Readiness Kit Skill

When to Use

• Drafting quarterly board/investor updates linked to GTM + product metrics.
• Equipping execs with consistent KPI stories, risks, and asks.
• Coordinating cross-functional data pulls for diligence requests.

Framework

1. Story Spine – headline, KPI movement, driver analysis, implication, ask.
2. Metric Stack – ARR, NRR, CAC payback, pipeline coverage, product activation, roadmap velocity.
3. Evidence Locker – telemetry charts, customer wins/losses, pipeline snapshots, product launch stats.
4. Action Register – funding requests, hiring plans, roadmap trade-offs, go/no-go decisions.
5. Distribution Plan – deck/memo templates, Q&A prep, and follow-up tracker.

Templates

• Board Deck Outline: See templates/board_deck_outline.md for slide structure.
• Memo template for async updates.
• Decision log sheet capturing approvals, blockers, and owners.

Tips

• Keep slide copy concise; push deep dives to appendix or data room.
• Pre-wire risk sections with mitigation steps to build confidence.
• Pair with prepare-board-readout for automation + data pulls.