Best practices for preparing, formatting, and presenting matters for board consideration and action.
Board Communications Documents and Examples
Here's a recap of what's included in the Board Communication Best Practices Package. Select the link in the last grid to view the full package content.
Best Practices
Effective communication with the Board of Directors is critical to both governance and management efficiency.
Here are the best practices for preparing, formatting, and presenting matters for board consideration and action, segmented into three key phases: 1. Preparation - Setting the Stage for Success; 2. Formatting - Clarity and Focus; 3. Presentation - Engagement and Deliberation.
Executive Summary
The Executive Summary slide is arguably the most important piece of the entire Board package, as it frames the discussion and often dictates the directors' initial reaction.
Here is the best-practice structure for a high-impact Executive Summary slide for a major capital expenditure (CapEx) proposal (as an example), designed for maximum clarity and immediate comprehension.
Managing Q&A and Dissent
Managing Q&A and dissent is where the art of Board engagement truly comes into play. You can have a perfect pre-read, but the presentation succeeds or fails based on how you navigate the ensuing discussion.
Here are the best practices for managing Q&A and effectively handling dissent during a Board meeting, with a focus on discipline and governance.
CEO Board Presentation Preparation Template
This document applies best practices to structure the content required for effective Board consideration.
It ensures immediate clarity on the ask, the strategic rationale, and the critical risks.
CEO Board Presentation Preparation Example
This example document, with sample data, applies best practices to structure the content required for effective Board consideration.
This example ensures immediate clarity on the ask, the strategic rationale, and the critical risks.
