How to Prepare a Board Presentation

A board presentation is among the most important things a leadership team can do. It's an opportunity for the management team to discuss its goals as well as its priorities and performance with the board, so it can evaluate how it's doing and whether it's on the right track. It also gives the board an overview of where the company's performance compares to its field and in comparison to other companies.

A good board presentation is comprised of high-level data (such as income, balance or cash flow statements) as well as more visual representations. This includes charts that contextualize the numbers by relating them to time frames, company goals and competitor performance, as well in the form of examples of assets that illustrate specific strategies (such as a photo of a new web page or social media ad).

Another factor that helps create a great board presentation is speaking in the language that the board understands and is comfortable with. It is better to use familiar metaphors that are easy to understand and relate to, such as driving a business forward or growing it, rather than using technical terms that can be confusing or overwhelming. This also means avoiding the jargon and incorporating an extensive glossary.

Additionally, the board will want to understand how your strategy will affect the bottom line and what's needed to achieve it. It is helpful to speak to the person who requested your presentation prior to the meeting, or at least have a brief phone chat to gain an understanding of the focus.

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