mohitagw15856
158 lines
6.4 KiB
Markdown
158 lines
6.4 KiB
Markdown
---
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name: board-deck-narrative
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description: "Build the storyline and slide structure for a board presentation. Use when asked to create a board deck, board presentation narrative, board meeting slides, or quarterly board update. Produces a complete slide-by-slide structure with narrative beats, talking points, and slide content guidance."
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---
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# Board Deck Narrative Skill
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This skill builds the complete narrative and slide structure for a board presentation — from opening framing to closing asks. It produces slide-by-slide content guidance, not just a list of topics.
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## Required Inputs
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Ask the user for these if not provided:
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- **Company stage and context** (Seed / Series A / Growth — and where you are in the year)
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- **Board meeting type** (Regular quarterly / Annual / Special / Fundraise-related)
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- **Key themes for this meeting** (e.g. strong growth quarter / pivoting strategy / hiring challenge / fundraise update)
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- **Key metrics to feature**
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- **Decisions needed from the board** (if any)
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- **Time available** (e.g. 60 min / 90 min)
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- **Audience** (investors only / investors + independent directors / mixed)
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## Output Structure
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---
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# Board Deck Narrative: [Company] — [Quarter/Period]
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**Meeting type:** [Regular quarterly / Special]
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**Time:** [X minutes]
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**Narrative theme:** [The one-sentence story of this quarter — e.g. "We hit our revenue target, but activation is the problem we need to solve together."]
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---
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## Opening Frame (Slide 1–2)
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**Slide 1: Title**
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- Company name, quarter, date
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- One-sentence framing of the meeting's narrative arc
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**Slide 2: Agenda**
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- List of sections + time allocation
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- Flag which sections need board input vs. are informational
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*Presenter note: Board members are busy. Tell them in the first 2 minutes what you need from them today. It changes how they listen.*
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---
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## Business Performance (Slides 3–6, ~15 min)
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**Slide 3: Scorecard / KPI Dashboard**
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- Content: Key metrics vs. targets for the quarter. No more than 6 metrics.
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- Format: Traffic-light table (Green / Amber / Red against plan)
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- Narrative: [1–2 sentences — the headline story of the quarter in numbers]
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- *Don't hide reds. Boards lose trust when they discover hidden problems later.*
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**Slide 4: Revenue / Growth Deep Dive**
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- Content: Revenue breakdown by segment, cohort retention, growth drivers
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- Key message: [What the data shows about the health of growth]
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- Call out: [Any trend that needs board context or discussion]
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**Slide 5: Unit Economics**
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- Content: CAC, LTV, payback period, gross margin — vs. last quarter and vs. plan
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- Flag: Any metric moving in the wrong direction and what's causing it
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**Slide 6: Operational Highlights**
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- Content: 3–5 bullet points of the most significant things that happened this quarter
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- Format: Each bullet = outcome, not activity. ("Signed 3 enterprise contracts worth £400K ARR" not "Continued enterprise sales motion")
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---
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## Strategic Update (Slides 7–9, ~15 min)
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**Slide 7: Strategy Snapshot**
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- Content: Where you said you'd be vs. where you are against the annual plan
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- Narrative: [Honest assessment — what's on track, what's shifted and why]
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**Slide 8: Key Strategic Decision or Update**
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- Content: The one strategic topic that most needs board input this meeting
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- Format: Context → Options considered → Recommendation → Question for board
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- *This is the highest-value 10 minutes of the meeting. Frame it as a real question.*
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**Slide 9: Product & Roadmap (if relevant)**
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- Content: Top 3 product bets this quarter — what shipped, what's coming, why these bets
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- Tailored for: What the board needs to understand to support strategic decisions, not a sprint review
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---
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## People & Organisation (Slide 10, ~5 min)
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**Slide 10: Team Update**
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- Content: Headcount (start vs. end of quarter), key hires made, open roles, any org changes
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- Flag: Any people risks or leadership gaps the board should know about
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- *Don't skip this slide. Board members often have network value here.*
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---
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## Financial Update (Slides 11–12, ~10 min)
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**Slide 11: P&L Summary**
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- Content: Revenue, gross margin, opex by category, EBITDA/net burn — actual vs. budget
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- Include: Year-to-date vs. annual plan
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**Slide 12: Cash & Runway**
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- Content: Cash on hand, monthly burn rate, runway at current burn
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- Include: Scenario if burn increases (e.g. key hire made), scenario if growth accelerates
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- Flag immediately: If runway is < 18 months — this needs board awareness and planning
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---
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## Closing & Asks (Slides 13–14, ~10 min)
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**Slide 13: Priorities for Next Quarter**
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- Content: Top 3–5 priorities and what success looks like for each
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- Format: Priority | What we're doing | How we'll know it worked
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- *Keeps board accountability consistent across meetings*
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**Slide 14: Board Asks**
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- Content: Specific things you need from board members before next meeting
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- Format: Each ask = specific, named if possible ("Looking for an intro to [Company] — [Board member X], do you have a connection?")
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- *A board meeting without specific asks is a missed opportunity*
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---
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## Appendix (Optional)
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- Detailed cohort analysis
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- Competitive landscape update
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- Full P&L
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- Team org chart
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- Any supporting data referenced in the main deck
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*Appendix slides are available but not presented. Board members who want detail can ask.*
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---
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## Narrative Principles
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- **Lead with honesty.** If it was a hard quarter, say so in the first slide. Don't bury bad news after the wins.
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- **One slide = one idea.** If a slide has two messages, split it.
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- **Fewer slides, more depth.** A 14-slide deck presented well beats a 35-slide deck rushed through.
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- **Every slide has a "so what."** A slide that just shows data without a takeaway wastes board time.
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- **Leave time for discussion.** Board value is in the conversation, not the presentation. Aim to spend 40% of the meeting presenting and 60% in discussion.
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## Quality Checks
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- [ ] Opening frame states the meeting's narrative theme
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- [ ] Scorecard slide uses traffic-light format (not just green metrics)
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- [ ] Strategic decision slide frames a real question for the board
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- [ ] Financial slide includes runway explicitly
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- [ ] Board asks are specific and actionable
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- [ ] Deck is ≤ 15 slides (excluding appendix)
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## Example Trigger Phrases
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- "Build a board deck structure for our Q[N] board meeting"
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- "Help me create the narrative for our board presentation"
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- "Write the slide structure for our annual board review"
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- "Design a board deck for [specific context — e.g. fundraise update]"
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