Purpose
Compile comprehensive board materials with financial narrative, supporting context, and Q&A prep.
Usage
- •
/board-prep- Prepare for next board meeting - •
/board-prep [date]- Prepare for specific board meeting date
Steps
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Gather financial context:
- •Recent variance analyses
- •Quarter-to-date performance
- •Forecast vs budget
- •Cash position
- •
Pull key decisions from recent meetings
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Identify board-relevant topics:
- •Material changes
- •Risks or opportunities
- •Strategic decisions needed
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Structure board narrative:
- •Financial performance summary
- •Key metrics
- •Variances explained
- •Outlook
- •Decisions needed
- •
Prepare Q&A:
- •Anticipate board questions
- •Prepare answers with backup data
Output Format
markdown
# Board Materials: [Date] ## Financial Snapshot - Revenue: [Actual] vs [Budget] ([X]%) - Expenses: [Actual] vs [Budget] ([X]%) - Cash: $[Amount] ## Key Updates 1. [Update 1] 2. [Update 2] ## Material Variances [Link to variance analysis] ## Outlook [Forecast for rest of period] ## Questions Board Might Ask 1. [Question] - Answer: [Prepared response]