board meeting presentations

13 Tips on How To Nail a Presentation To the Board of Directors

Published: January 13, 2021

In college, I always made it a point to listen intently to presentations. I knew how stressful and nerve-racking it was to present in a room of peers and authority figures.

I would nod feverishly to let presenters know I was invested in their presentation. And they knew it too. They often zeroed in on me as I became their focus point and silent motivator. The fixation felt awkward at times, but that felt like one of my small contributions to society. That, and an endless supply of cat videos.

Back then, the stakes were relatively low. But when you’re tasked with putting together a presentation to a board of directors, the pressure’s on.

But with a few tricks in your arsenal, you won’t need a sympathetic audience member to gauge how well you’re doing.

Let’s walk through some tips to prepare for your presentation and review some things to avoid.

How To Make a Presentation To the Board

• Know your audience.
• Plan ahead.
• Structure your presentation.
• Keep it concise.
• Set up early.
• Incorporate visuals into your presentation.
• Focus on results.
• Send materials beforehand.
• Build confidence with your power outfit.
• Rehearse your script.
• Don't fall into the PowerPoint Trap.
• Read the room.
• Include time for questions.

1. Know your audience.

Knowing your listeners is as important as the content of your presentation. When you understand their priorities, you can put together a presentation that speaks directly to them.

If you don't know the board well, do some research and get answers to these questions:

What does the board care about?

This will help you see from what lens they look at things. For instance, a board keen on community impact may not be drawn to a presentation focused on return on investment (ROI).

There are a few ways to find this out. You can start by looking into each board member’s professional background. If most members have a finance background, for instance, you’ll want to make sure you cover any financials as it relates to your presentation. This could be cost, expected ROI, or operating margins.

You can also get some insight into what the board cares about by looking back at your interactions with its members. Think about the conversations you’ve had: What comes up most often? Is it company culture, profit, philanthropy, innovation, or something else?

What are their main concerns?

A board of directors is responsible for making decisions that will ensure the growth and sustainability of a company. So naturally, they will be looking out for anything that may impede that process.

Common concerns a board may have are:

• Costs: How much time and money will it require?
• Timeline: How long will this project take and is that timeline feasible?
• Risks: How risky is your proposal and what is the risk-to-return ratio?

You may find that each board member has a different focus, which means your presentation should be well-rounded to tackle these issues.

Once you know this answer, you can subtly handle each concern throughout your presentation. Getting those answers will help you create a presentation that not only interests your audience but also aligns with their goals. This, in turn, will bring you much closer to accomplishing the plans laid out in your presentation.

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2. Plan ahead.

The next step in delivering a great presentation is making a plan. This means figuring out the focus of your presentation, what you’ll cover, and what you’ll leave out.

A presentation should follow the structure of any good movie, with a beginning, middle, and an end. Here’s an example outline for a presentation where the head of the marketing team is proposing course offerings as a new lead generation channel.

The middle is the meat and potatoes of your presentation. You'll likely spend time providing data, contextualizing it, and explaining your approach.

Your ending should bring together your key points and leave your audience with actionable steps. Because what good is providing the information if you have no plan for what to do moving forward?

3. Structure your presentation based on the board’s process.

Not every board of directors operates in the same way. Sure, there are standard guidelines for every meeting. However, the approach may vary for presentations.

Some may operate more like a town hall, pausing periodically to discuss the points as they come up. In this case, leave room after each section of your presentation to discuss what was covered.

Others may follow the more standard approach: presentation followed by a discussion. Studies show that humans remember best the beginning and end of what they read, hear, and see. What’s in the middle tends to get lost. With that in mind, consider sharing your most pertinent information toward the beginning and end of your presentation.

4. Keep it concise.

One thing board members aren’t known for is open availability. That said, you want to make the most of your time with them. How do you do that? Stick to the scope of the presentation.

While it’s great to incorporate storytelling, avoid getting sidetracked and wasting time. Be clear and keep it simple.

If you’re showing data, only share one highlight per data graph. There are several reasons for this:

• Data itself doesn’t tell a story. You, as the presenter, do. As such, you have to explain what it means and why it matters. Let’s say lead generation at your company has plateaued in the past year across all channels. That’s all the data says. But during your research, you realize it’s due to a shift in how your audience is consuming information. Your role is to present the data and explain the "why" behind the plateau along with a solution.
• You want to prevent information overload. Share the piece of data that best supports your points and has the most impact. For instance, if a new lead generation channel is the focus of your presentation, diving into the specifics of another channel may not be worth your time.

If you leave it to your audience to make sense of the data, they might reach a conclusion that doesn’t align with your message.

5. Set up early.

There’s nothing more awkward than silence during a technical difficulty.

Everyone’s looking at you while you’re figuring out why technology has forsaken you. The more time the issue takes to resolve, the more panicked you get. We’ve all been there.

To avoid this, set up early and do a run-through before your scheduled presentation time. It’ll give you time to get familiar with the space and any technology you’ll need to run during your presentation.

6. Incorporate visuals into your presentation.

When choosing between words and media, pick the latter.

Visuals help us make sense of information at a much quicker pace than words do. We’re also better at remembering what we see versus what we hear by 55% – it’s called pictorial superiority .

It’s also beneficial to keep your visuals simple. If you have too much going on, your audience will be confused. But if it’s too bare, it will take too many visuals to paint the picture. So, pull your most significant data and use data visualization tools to design intuitive graphics.

7. Focus on results.

A board of directors typically focuses on big-picture decisions that will have a long-term impact on the company.

In this vein, every piece of your presentation should get you closer to answering these questions:

• " Why does this matter? "
• " What is the long-term impact? "
• " How does this bring the company closer to its goals? "
• " Any potential roadblocks? How will you address them? "

Incorporating these answers into your presentation will set you up for a smoother Q&A session.

8. Send materials beforehand.

Depending on what you’ll be covering in your presentation, it may be helpful to send the board materials to review in advance. This should only be supplemental information that would be too time-consuming or distracting to cover in a presentation, like reports and demos. This way, the focus during the presentation will be on the "why" and not the "how."

The one material you don’t want to send is your presentation, as you want to be the one to contextualize it. Otherwise, the board might form an opinion based on limited information.

A week before the meeting is a good rule of thumb, leaving room for you to respond to initial comments or feedback.

Think of this process as an advantage. You get insight into what the board members may bring up during the meeting and more context to prep. Secondly, it ensures everyone is on the same page ahead of the meeting. That way, you can dive straight into key points during your presentation without covering minute details.

9. Build confidence with your power outfit.

Building confidence is one of the less concrete tips on the list to implement. But the good news is, there are research-backed techniques you can use to achieve it. One of them is right within your reach: clothing.

Many of us can relate to the feeling of trying on clothes in a fitting room and feeling like a million bucks. It tends to put us in a better mood and shift our perspective.

Well, turns out there’s a reason for this. In 2012, two researchers coined the term " enclothed cognition " to refer to the impact clothes can have on the psyche. They found that the clothes we wear can shift our perspective.

In that spirit, put on your best blazer or suit the day of your presentation. That outfit may be just the boost you need.

10. Rehearse your script.

During a presentation with a board of directors, you want to avoid the Michael Scott approach at all costs.

Instead, go the exact opposite route: practice. Practice is the cure to presentation jitters and the formula for seamless delivery. The more familiar you become with your content, the better the presentation will be.

If it’s been a while since your last presentation, start by practicing in the mirror. You’ll immediately notice any mannerisms that may be distracting to your audience. Recording yourself also works great.

Then, practice in front of an audience. And, unfortunately, your dog won’t cut it for this one. Practice with family or friends who can give you feedback on how to improve.

And remember: You’re the only one who knows your speech and presentation. So, if you mess up or forget to mention something, you’re likely the only one who noticed.

11. Don’t fall into the PowerPoint trap.

You’ll likely use a tool like PowerPoint to guide you during your presentation. Yet, it’s important that you don’t overly depend on it.

For instance, packing your slides with heavy text or bullet points is a surefire way to lose your audience. In fact, 40% of respondents in a 2018 study by Prezi said it caused disengagement and made it harder to retain information.

So, stick to one key point on each slide. It’s easier for your audience to remember and prevents information overload.

12. Read the room.

Even if you follow every tip listed above, you might hit a point in your presentation where there’s a disconnect between you and your audience. You might notice confused looks or a shift in body language. If that happens, that’s your cue to pivot.

If your audience seems confused, dive in a little bit deeper on your point. If you sense disagreement, tackle those concerns head-on.

Let’s say you’re proposing a new initiative for the company, and you sense some pushback on the timeline.

You can address it by saying something along the lines of, " You may have some concern regarding the timeline and whether it’s feasible given our current projects. While the timeline may seem tight, we have factored in X, Y, and Z, and, given our past initiatives, we believe this timeline will account for A, B, and C ."

A response like this can mitigate the situation while still keeping you on track.

13. Include time for questions.

As a foodie, dinner for me isn’t complete without a good piece of chocolate. Whether it’s a KitKat or a chocolate cake, having chocolate after dinner feels like the perfect ending. Q&A sessions are kind of like that. It’s the audience’s chance to ask questions and discuss the presentation.

Be ready for questions regarding the data and solutions you presented. The length of the Q&A session will vary depending on the length of your presentation, the size of the board, and other factors.

Additionally, it’s your opportunity to address any looming concerns and re-emphasize your key points. Not sure what to do if you don’t have an answer to something? Here are a few responses:

• "That’s a great question. I don’t have an answer for you at the moment, but I will follow up over email by end of day."
• "I don’t have much experience in that X [topic/department/]. However, I will reach out to X and get back to you within a week."
• "We haven’t explored that yet, but what I can tell you is …"
• "That’s a great point we hadn’t considered before. My team and I will reconvene and strategize on the best way to approach this."

When the stakes are so high, a presentation to the board can seem daunting. By incorporating these tips into your strategy, you can remove the stress and focus instead on your delivery.

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Board Meeting Presentation Template

Preparing for your next board meeting? Make an impression by putting together an impactful presentation with Beautiful.ai’s customizable board meeting presentation template. Our template will help you host a productive, efficient board meeting that reflects on company progress, refines goals, and celebrates company wins.

Use a board meeting presentation to:

• Align on key company initiatives
• Share updates with the board
• Evaluate campaigns or goals

Board Meeting Presentation Sample

Customize your board meeting presentation. Make an impact with your presentation by using graphs, charts, timelines, diagrams, and sales funnels. Each of these graphics can easily be added to your board meeting presentation template with just one click. Some potential slides to include are:

Pro Tips for Your Board Meeting Slides

Consider these tips when building your board meeting slides.

You need an agenda to outline your presentation, but you also need objectives. Explain what you want to get out of the board meeting by stating your objectives up front.

Include brief summaries for each department or section in your presentation. Summaries ensure that your info sticks with the board.

Acknowledge your team members’ hard work. It reminds your board that the people in the company are the most valuable asset in the business.

Your board is busy, and no one likes to have their time wasted. Keep your presentation as concise as possible.

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Board Meeting Presentation Template

AI generated Pitch Deck 🤖

Our tips on how to run a board meeting will help any CEO or chairperson line up with all of the must-haves and must-knows to run a productive board meeting. We'll give you advice and answer some of the most common questions on board meetings around the web. We'll also give you a run through our free board meeting presentation template to help you craft your slides for a board meeting. So, stick with us so you can run board meetings like a pro in no time!

What is a board meeting?

A board meeting is an official gathering of the members of a company's Board of Directors (or equivalent) to discuss business matters. It usually takes place once per month.

The purpose of a board meeting is to allow directors to share their views about the company's performance and future plans. The meeting may be held at the office of the company, or it may take place via video conference.

Board meetings typically last between one hour and two hours. They are often chaired by the CEO or another senior executive.

How often do board meetings take place?

Often held twice a year or every quarter, the frequency of board meetings truly depends on an organization's stage. Given the necessary direction, board meetings can happen as frequently as weekly or scheduled as sparingly as once a year.

When should I hold my next board meeting?

If you're looking to start planning your next board meeting, we recommend starting now. You don't want to wait until the end of the fiscal year or even the beginning of the new fiscal year to set dates for your next board meeting.

Why is holding regular board meetings important?

Regular board meetings allow directors to share their thoughts and opinions regarding the company's performance and strategy. This gives them insight into what's going right and wrong within the company. It also allows them to provide feedback on the company's strategies.

Regular board meetings also ensure that everyone has equal access to information. All directors have the opportunity to ask questions and voice concerns about the company's progress. In addition, they can offer suggestions and ideas to improve the company's performance. 

A primary goal of these meetings is to be as effective as possible, so bear in mind there's no sense in calling a board to gather for items that should be cleared otherwise.

What does a board chair do?

A board chair's role is to facilitate a board meeting following a company's mission, vision, and desired direction. To do so well, the board chair should keep an eye out for what's best for the company. Use leadership skills to allow that conversation to take place in a tone that goes hand in hand with the company's culture. Relevant to this role is the lack of right to vote, except when doing so will change the outcome of a decision. Another case is votes made by ballot.

A board chair will also work alongside a company's CEO or Executive Director to run a meeting that suits the board's priorities. Yet, a person in this role is also responsible for getting new board members and helping with their development.

In meetings, chairs will actively call upon each attendee to bring out their strengths for the best possible collective discussion. Once their role comes to an end, they'll also help find the next board chair to take their place.

Decide if a matter is best addressed in a committee. One of our tips on how to run a board meeting as a board chair is for you to freely designate a particular job as a task to a set group of people when most appropriate.

How do you conduct a board meeting?

A productive board meeting starts with a well-thought-out agenda that the board chair distributes ahead of time. This distribution should include any lengthy documents that the board needs to read in preparation for the meeting. As a tip, sometimes a quick phone call can keep many items from popping in a board meeting. If possible, call board members just to check in before a meeting. Doing so might clear an otherwise hectic air during a board meeting.

As to how to conduct a board meeting per se, start by setting an energetic and highly positive tone, and check if there's a quorum. If there is, call the meeting to order as we describe in detail below and go over the agenda. Ask for approval of the board to the items you just read. Make sure everyone agrees with what'll be covered exclusively during the session. Add, amend, or delete items as needed and then sign the minutes provided by the secretary.

Give room for reports from either the Executive Director or any committee, including the audited financial one. Move on to old, new, or other lines of business and do so orderly, keeping discussions within the scope of the company's best interest.

To close your board meeting, thank everyone present before you call the meeting to adjourn. Also, touch base with the Executive Director for any items before you work with the secretary on a final and closing record.

It's also great to send an email after the meeting to all board members with a summary of the most relevant aspects, including all action items that were discussed.

How do you call a board meeting to order?

Calling a board meeting to order is a matter of giving a quick statement with the precise start time and date of the meeting to literally let people know the session started. In case there are any new or retiring members, give them welcome or farewells where they are due, and acknowledge any visitors to the session.

How do you make a motion in a board meeting?

To include a motion for consideration, a board member simply needs to say they move a specific action. If seconded, which is mandatory and not tied to the affinity of content but to the motion taking place, then the motion can be discussed.

As a proposal for an action brought in front of a board, a motion allows the group to make decisions and give a company directions on particular areas. You should know there are different kinds of motions, including main, subsidiary, privileged, and incidental.

Now, let's move on to our set of tips on how to run a board meeting everyone will enjoy. How effective you make these is at the center of how pleased a board is to get their job done in a productive environment.

How to run an effective board meeting:

• Work alongside the company's CEO or Executive Director
• Create a meeting agenda and distribute it ahead of time
• Bring a board meeting presentation to keep items on track
• Be on top of your body language for the meeting
• Allow people to settle after they arrive
• Set a positive and engaging tone for the meeting
• To start, highlight the board meeting's purpose and its items for discussion
• Promote decision-making throughout the meeting
• Addresses confidentiality, conflicts of interest, or other policies when needed
• Close the session within the expected timeframe

How do you impress a board meeting?

It all starts with preparation. Before attending a board meeting, prepare thoroughly so that you will be able to answer questions and present your case effectively.

Prepare well by researching the company, its products and services, competitors, and industry trends. Know what information you want to share and how it will benefit the audience.

The more prepared you are, the better impression you'll leave with the board and others.

If you're presenting a report or another document, make sure it's written clearly and concisely to ensure the message gets across.

Don't forget to dress appropriately and look professional.  

Create a board meeting presentation

Bringing a board meeting presentation to a session will help keep the meeting on track, and the audience engaged. Our free board meeting presentation template is a perfect example of the necessary slides to make a board meeting the most effective use of everyone’s time. 

After a cover slide that follows a clear agenda, we give you room for: 

• meeting highlights
• graphs on revenue
• monthly user figures
• user churn data
• monthly revenue 
• the vital annual run

Yet, we also accommodate team updates in a slide, including KPI updates, a specific section for you to outline the roadmap, a slide for core acquisition channel updates, and business development. 

We also order business development notes visually unto a slide. And we made room for financial and operational updates followed by profit & loss charts and milestone displays. Our last slide concedes formalities.  

Give our template a try or let our team of professional designers exclusively polish your content and design. We’re here to help you any way you need! Best of luck running your next board meeting!

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3 Ways to Nail Your Presentation to the Board

• Daniel Casse

No one wants a bored board.

The boardroom is a distinct forum that requires a different type of presentation and preparation. In this article, the author outlines three practices every business leader should embrace to enhance their board presentations: 1) Start with a governing thesis: a big idea or perspective that captures the main point of the discussion. Presentations that start this way leave the audience with a compelling message. 2) Understand that the CEO is not the target audience. A board presentation has to provide some quick refreshers on the operating environment and — more importantly — identify the biggest problems that need fixing. 3) Steer the presentation toward getting valuable feedback. Instead of concluding remarks that restate key business results, share two or three important ideas that will drive future success and concerns that could benefit from director input. The goal: Get the board’s validation or critiques of a proposed course of action. The result, invariably, is a mix of candid feedback and intelligent, probing questions that create thoughtful board engagement.

For most executives, even those at the most senior level, a presentation to the board of directors is the most demanding test of leadership communications. Very few succeed.

• DC Daniel Casse is the president of G100 Chief Executive, a group of public and private company CEOs that has been meeting for 20 years. He is also president and managing partner of High Lantern Group, a strategy and communications firm.

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Formal Board Meeting

Formal board meeting presentation, free google slides theme and powerpoint template.

When there’s a board meeting there is always lots of people to impress. How do you usually handle that pressure? Having a well-designed, formal and original presentation backing you up can be a game changer when presenting business data. Take a look at this design from Slidesgo, it has been tailor made for business companies that want to keep up to date. The slides have a formal yet creative design that combines geometrical shapes with minimalistic backgrounds. This presentation also includes tools for your speech: graphs, maps, tables and infographics. And they are all editable!

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Board Meeting PowerPoint Template

The Board Meeting PowerPoint Template is a modern presentation theme for CEOs and executive members of the corporate. This template contains 13 slides of creative layouts to present company reports. The graphic elements of board meeting PowerPoint make presentation engaging and well defined for the executive audience. These graphics include high-quality corporate imagery, diagrams, charts, and infographic icons. Board meeting slides are organized in a format of CEO’s introduction, performance reports, business updates, and growth strategies. The presenter can customize the format of slides or change slides according to the meeting agenda.

The Board Meeting presentations give CEOs an opportunity to speak to the board of directors. It gives them a chance to convey the vision for the company, its performance, and its overall success approach. The key to giving an outstanding board presentation is to cover the topics that board members care about. This may include performance data and recent accomplishments of the company. Highlighting goals and KPIs are also essential for board members to see how well company is progressing. Board meeting gives a chance to review upcoming projects and seek expert advice. The fifth slide can be used as an executive summary slide template .

The Board Meeting PowerPoint Template helps present a compelling board presentation. The graphic contents of template capture the interest of board members. The board meeting agenda template shows six columns to display key topics of presentation. The heading of time stamps keeps the discussion organized using board meeting minutes template. KPI slides include tables and data-driven chart templates for visualizing progress. The product roadmap template is a Gantt chart layout design. You can present multiple products and the progress of team using chevron arrows. The board meeting template contains additional useful diagram slides including circular diagrams and linear process flow to describe various business models.

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Board Meeting Presentation Template

To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video

This board meeting presentation template features

• 6 slides with striking graphic elements
• Fully customizable slides and details
• Highlights and executive summary report slide
• Performance visualization graphics
• Slides to highlight recent accomplishments and upcoming projects
• A goal and vision slide
• 140+ realistic AI presenters
• Text-to-speech functionality in 130+ languages

Replace PowerPoint and Google Slides, and add a video layer to your board meeting presentation template to increase engagement and information retention. Here's how.

‍ How to use this board meeting presentation template

M‍ake an impactful presentation for your next board meeting in 5 minutes using this professionally-designed board meeting presentation template.

Step 1: Open the template in Synthesia

‍Click the ‘Use in Synthesia’ button to open the presentation in the video editor.

Step 2: Add text

Paste your text into the script box slide by slide, and choose a language and voice. Your text will be transformed into a text-to-speech voiceover in seconds.

Step 3: Customize video

Adjust the template to your brand - change the avatar, background, on-screen text animations, logos, colors, images, and more.

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All your board meeting presentation questions answered

What is a board presentation.

A board meeting presentation is a way for company executives, usually the CEO or CFO, to communicate essential information about the business' performance to the board of directors.

One of the most common board meeting formats is to present over pre-prepared board meeting slides containing information about the business, such as financial information, key accomplishments and challenges, future goals, and more.

A board meeting presentation is usually followed by a group discussion, where board members ask further questions, give advice or clarify any uncertainties.

What makes a good board presentation?

There are multiple factors that can make or break a board meeting presentation. We've summarized the 5 most important tips to make your next board meeting presentation more impressive:

1. Know your audience

Before any board meeting presentation, it's a good idea to start with a little background research into the board members you will be addressing. By knowing who each person is, you can understand their priorities and tailor a unique approach to each member.

Find out what their main business goals and concerns are, and make sure to address them in your board meeting presentation.

2. Create a meeting agenda

Plan out how you want to structure the board meeting presentation and create a clear outline that will be useful both for you and the members of the board. A good tip is to send out the meeting agenda to the board members beforehand, so they know what to expect and can prepare some questions.

3. Use a professional board meeting presentation template to improve your board meeting slides

A part of a board meeting presentation that is often overlooked is the design of the presentation. Some of the most popular templates include PowerPoint templates and Google Slides templates. A PowerPoint or Google Slides template may be the industry standard but that doesn't mean you shouldn't seek out more exciting presentation software.

Whichever tools and board meeting presentation template you choose, make sure it looks professional and has all the necessary slides and elements you need to present your data concisely.

4. Use data, visuals, and examples to explain your points

Plain text is not as engaging as visual information, so make sure to include visuals, like images and video, as well as data graphs and tables to break up the monotony of a typical board meeting presentation.

5. Practice and come prepared

Board meetings can be stressful. There is no better way to tackle the pre-meeting nerves than to practice and prepare for likely scenarios/questions.

Make sure you know the most important details about the topic you're presenting, gather data and facts to support your arguments, and write a script outline to not forget the most important points.

Lastly, practice the presentation a few times to familiarize yourself with the presentation and script. Even better if you practice in front of your family/friends/colleagues, so you can receive valuable feedback.

What should be included in a board meeting presentation?

The contents of a board meeting presentation depend on the type of business and the metrics that are of particular interest to the board members. However, it's good practice to include the following sections in your board meeting presentation:

• Board meeting agenda
• Status update
• Performance report
• Upcoming projects and key focuses
• Executive summary
• Graphics, images, and other visualizations

How do I make a good presentation template?

Having a visually stunning, yet professional-looking board meeting presentation template is the perfect way to engage your audience and help them retain important information.

You can either choose to create a custom board meeting presentation template following your brand guide, or you can use a pre-made presentation template to make the template creation process easier.

While using a PowerPoint template or Google Slides is considered the norm, we recommend exploring other, more creative options. One of those options is Synthesia, an online video presentation maker that uses human-like AI text-to-speech presenters to narrate your script.

To make a good presentation template in a video format, go to Synthesia STUDIO, select an AI presenter, format a slide with needed elements, and reuse that slide again and again.

How do you do a board meeting presentation?

If you're asked to do a presentation at a board meeting, don't panic - it's not as daunting as it sounds. Just follow these simple tips and you'll be fine.

First, make sure you know what the board is interested in hearing about. Do your research and find out as much as you can about the company and the industry.

Then, structure your presentation around the board's needs. Start with a strong opening that captures their attention, and make sure each point you make is relevant and backed up by data.

Finally, practice your presentation until you're confident you can deliver it flawlessly on the day. With a bit of preparation, doing a board meeting presentation is easy - so go for it!

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Getting asked to present to the board means you’re ‘kind of a big deal.’ Here’s how to do it right

The corporate board is often described as a black box, a powerful members-only club. For some executives, however, the time will come when the club door will swing open, and they’ll be ushered inside. When that day arrives for you, you want to be ready.

An invitation to present to the board is a badge of honor, says Rich Fields, head of the board effectiveness practice at Russell Reynolds. “You don’t get asked to do that if you’re not kind of a big deal at the organization.”

Although the board’s agenda determines who’s asked to speak, the CEO, who makes the invitation, might have their own motive, too, says Jeff Wong, EY’s chief innovation officer. CEOs often want to expose the board to someone worthy of a major leadership role in the future. That way, directors are familiar with the employee when the CEO floats their name at the next board meeting. And if those directors like what they see, they’ll also have more confidence in the CEO’s leadership.

Moreover, engaging with the board and getting exposure may be your stepping stone to landing a future board seat.

The stakes are admittedly high for an executive asked to present to the board, but—and this is paramount—put that aside as you prepare for your big day. The best way to hit the mark during your boardroom debut is to stay focused on your mission, and meet your audience’s needs, says Lisa Edwards, executive chair of the Diligent Institute. (Diligent sponsors this newsletter.) Here’s what that means and how to do it.

Focus on the topic at hand, not every topic under your sun. This was the No.1 piece of advice from every board member, executive, and governance expert interviewed for this guide. When you’re presenting to the board, your mission is to stay narrowly focused on the subjects that most closely align with its goals.

Be selective even if asked to give a general update: What matters most to the board? What are the two or three takeaways you need to drive home? This isn’t a data dump, nor is it about showcasing all of your deep knowledge. It’s about delivering specific information.

Turning the presentation into a show-and-tell moment is the most common error executives make when first appearing in the boardroom, says Edwards. “It’s human nature that you want to show your expertise,” she says. But you can do that by demonstrating you understand the board’s role in the firm. “They don’t want to run your business,” she says. “They want to get assurances that you’re on top of it.”

Hold a premeeting and ask questions. Most board presentations are meant to either a) keep the board informed about a key area of business or b) supply data and context to help the board go deeper on a topic when a strategic decision is needed. Your job in the premeeting with whoever invited you to meet the board—usually the CEO—is to find out exactly what the board expects from you and what they already know.

The questions to ask, according to Fields: What is the key message I need to get across? What actions do I need to get from the board? What questions should I anticipate? What has the board heard about or decided on the subject already?

This pregame tête-à-tête also helps executives understand how much time they should spend preparing the presentation. According to Fields, practiced presenters spend 10 to 15 times the allotted presentation time on prep work. But Deborah Rubin, senior partner and head of RHR International’s Board & CEO Services division, warns that senior team members often spend an outsized amount of time—days or weeks—on boardroom prep, creating unnecessary anxiety and taking the focus off of day-to-day business, when the potential return on investment may not match the effort. 

At smaller companies, executives may have preexisting relationships with board members and should feel comfortable inviting them to a coffee, says Yasmene Mumby, a leadership coach who has worked with organizations like the ACLU,  International Rescue Committee, and Chan Zuckerberg Initiative. “Instead of at the board meeting that’s very public, and everyone is waiting for something juicy to happen, meet people where they are before the meeting, understand what they care about,” she suggests.

Make your presentation memorable

Only once you understand the scope of your mission can you start preparing your meeting materials: a pre-read deck, slides (if you plan to use them), and the general outline for your short talk. Here’s a lightning round of advice to make your material and delivery stand out:

– Keep your pre-read laser-focused. You’ll be asked to submit reading for the meeting’s “board book,” a collection of documents that board members are expected to read and digest before arriving at a meeting. The length of your pre-read deck will vary depending on the topic and ask. However, some say limiting the pre-read to five pages is a good rule of thumb. Fields typically advises executives to create a first draft and then trim it by half. Peggy Foran, chief governance officer at Prudential and a longtime National Association of Corporate Directors (NACD) faculty member, likewise argues that the pre-read has to relay tailored information in as few pages as possible. Use bullet points, she says.

When you feel compelled to add details to flesh out your pre-read, remember that there’s always an appendix. That’s where full financial statements will land and you can slip in additional reading. “By the way, you’d be surprised, a lot of board members go deep into the appendix,” says Jocelyn Mangan, a board member at Papa John’s and CEO of Him For Her, which aims to improve gender diversity on boards.

– Don’t ignore the raw data, especially when it’s requested. Keeping your presentation materials short and well-structured is essential, but some board members—especially new ones or activist investors turned directors—will want to see raw data rather than a carefully curated report. If boards ask for raw data and only receive selected, packaged charts and narratives, says Rubin, they may worry that the company’s leadership team lacks transparency. If you’re unclear on how much detail to offer, ask the CEO or the company’s corporate secretary for a sample presentation.

– Plan on sharing very few, if any, slides. While your pre-read must be carefully edited, your slide deck ought to be positively minimalist. Fields challenges executives to use one slide—to perhaps find one striking visual—to drive home a point.

– Mind your speaking-to-listening ratio. The biggest mistake you can make in a 30-minute presentation is to prepare a 30-minute speech, warns Foran. If you want to get the most bang for your buck, speak for no more than 10 minutes and use the rest of the time to converse with the seasoned professionals in the room. Listen to the directors’ insights, and take their questions. 

– Avoid jargon. If technical terms can not be avoided, include a glossary. Your board presentation and pre-reading can include an educational component for meaty topics like data privacy or sustainability, but the “lesson” shouldn’t take over. Stay out of the weeds as much as possible and offer to send follow-up material.

– Start with the conclusion. Time-pressed directors get impatient and frustrated with long introductions, says Fields. Instead, say, “ Let me start at the end and then provide more detail.” Or, “Here’s the decision we need to make, and here’s where we need your input.” Opening with that one-line scene-setter is “profoundly obvious,” Fields adds, “yet somehow not universally used.”

– Do not read from a script. Nor should you read your slides. “What I want is the color behind it, the nuance,” says Edwards. “Let’s have a conversation about the possible risks or opportunities associated with what you’re talking about.”  

– Provide context. Offering a backdrop helps board members come to their own conclusions about data, Edwards says. “So our risk score has improved. Is that good or bad? What do we look like versus the industry? What do we look like versus our named competitors in the proxy? How do we hold up overall?”

– Remember that boards aren’t insiders. “You see the business every day,” says Michael Maggio, CEO of Reciprocity, a cybersecurity software company. But unlike you and the colleagues you normally present to, the board has spent maybe 30 minutes on this topic in the last 90 days.

“If you’re presenting to a board that you presented to before, give them an update,” Rubin advises. “Link from where you were, what they asked for, what happened, and where you’re moving forward.”

– Connect to the company’s mission. “Executives should always remember that the board’s fiduciary duty is long-term value creation for shareholders while taking other stakeholders into consideration,” Sonita Lontoh, a director at the solar company Sunrun and the workforce solutions firm TrueBlue, suggests in an email to Fortune . “As such, when executives present to the board, they should share insights as to how their topic is helping the company to better navigate material risks and opportunities for long-term value creation.”

– Report the good, the bad, the unclear. Want to demonstrate your leadership skills? Be upfront about what is and isn’t working in your area of business. It may take courage, but it’s your job and an essential part of building trust, says EY’s Wong, who regularly reports to the consulting firm’s board. “The number one thing I want them to know is I’m going to tell them the truth.”

Ashley Kramer, CMSO at GitLab, says her company uses a green, yellow, and red color coding system to give board members a visual guide to where initiatives stand. Most importantly, she says, tell the board how the company plans to keep the good things going and what it will do to monitor and mitigate risks and trouble spots.

– Make the experience tactile. When it makes sense, EY’s Wong allows board members to play with new products or emerging technology as he delivers the presentation. “How do you make it so they can see, feel, and touch it inside their environment?” Wong says. “You don’t just talk about what it is in theory. You show it to them in action.” For product managers and developers, this is an opportunity to demonstrate the potential return on investing in an innovative idea or educate the board about a new development—like virtual learning or ChatGPT—that may impact the company.

That’s a start! Next week’s newsletter will feature the second half of this guide, covering what to expect during your presentation, how to calm public speaking anxiety, and tips to handle inevitable snafus.

Lila MacLellan [email protected] @ lilamaclellan

Onboard/Offboard

IMAX appointed Jen Wong , COO of Reddit, and Gail Berman , CEO of The Jackal Group, to its board. Union Square Venture’s Fred Wilson is taking over as chair of the board for SoundCloud.  Gavin Patterson , former CRO at Salesforce, and Francesco de Mojana, a former partner at Permira, are joining the Wix corporate board; Yuval Coh e n and Roy Saar are stepping down. Vista Outdoor announced that Tig Krekel has resigned from its board effective immediately. Stelios Papadopoulos, chair of the Biogen board, will resign following the company’s general meeting in June; board member Caroline Dorsa will replace him. Former Boeing CFO Greg Smith was elected to become the independent chair of American Airlines, effective April 30; directors Ray Robinson and Jim Albaugh are resigning from the airline’s board.

- In an exclusive interview with Fortune , JetBlue's CEO says the company is ready to expand its flights across the U.S., with or without approval for its merger with Spirit Airlines. 

- Remote work has put more pressure on corporate offsites as the venues for employee bonding. Companies are learning to schedule plenty of unstructured time rather than back-to-back programming.

- Pension funds are pushing back against GOP governments that want to ban companies with ESG agendas from investing in state-run plans. In other words, the backlash to the anti-ESG backlash has begun .

- Greenwashing might be as cynical as it sounds. A global study found that companies that add sustainability committees to their boards see an increase in market value but little change in their carbon footprints. 

- The change might be temporary—and let’s hope it is—but the push for greater boardroom diversity has slowed , according to a new report by Heidrick & Struggles. 

This is the web version of  The Modern Board , a newsletter focusing on mastering the new rules of corporate leadership. Sign up to get it delivered free to your inbox .

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Board Meeting Presentation Template

Board Meeting Presentation will cover agenda presentation in a simple google slide design. The timeline designs in the slides enable step-by-step presentation with modern meeting styles. In addition, it has six slides similar to a process flowchart with connected diagrams. It also includes horizontal and vertical agenda slide designs in different column color sections.

The board meeting presentation template showcases four to six-stage presentation designs with an easily understandable poster design format. For example, the six-step presentation, as in the hub and spoke model infographic, supports presenters to put the main heading on the nucleus point, and its sub-elements can display in the six square templates on the brinks. You can also use these google slides templates for company agenda presentations.

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12 Tips to Help You Ace Your Next Board Meeting Presentation

For many bankers, no matter their role, making a big presentation at the Board of Directors meeting can be exciting at best and  stressful at worst. In this post, the second in our "Beyond Banking" series, we'll be talking about new ideas to help you grow in your role and expand your skill-set beyond banking into leadership, negotiations, personal success, and more! In particular, this post will focus on practical tips you can use to ace your next Board meeting.

Whether you're going into your first or your thirtieth Board of Directors meeting, the prospect can be intimidating. The Board of Directors for your financial institution is a group of successful, high-profile business and community leaders. They guide your company's goals and planning; in some cases, they may even be the faces of your bank to the community.

In this post, you'll learn 12 tips to lead a rock-star Board meeting, and leave a positive impression on the leaders of your bank, credit union, or mortgage company.

Your presentations to the Board may vary in purpose and frequency. For example, you need to conduct   training, provide updates on current projects; accurately convey goals and why they matter; share relevant individual, department, and company wins; ask for assistance or support if needed; and even get buy-in for future initiatives. In each of these situations, you need to make a good impression on behalf of yourself and everyone on your team.

Let's jump right in.

1. Understand Your Board's Goals

• Each of the above factors will have a big impact on how you compose your presentations. For example, if you have a more business-focused Board and are looking to get their approval for a big project, you may decide to spend more time on ROI (return on investment) of your proposed initiatives. Alternately, if your Board is more philanthropically inclined, you may decide to focus on the internal and community impact of your proposed project. That's one basic example - your reality will likely be more complicated. However, by knowing your audience, you can build presentations that really speak to your Board's goals for your institution.
• If your Board has outlined company-wide goals, it's a good idea to show how your team is contributing to them. Not only will this show that you are committed to the company as a whole, it will also help clarify you and your team's unique contributions. This is possible for any department in the organization. For example, if you're on the compliance team and the company-wide goal is improved profitability, you can show how new processes, software, or employees are saving time and/or money.

2. Don't Waste Any Time

A good editor will go a long way. If someone at your bank, credit union, or mortgage company is a good public speaker or a good editor, you may want to reach out to them to have them edit your work. The Marketing team can be a good resource for this kind of help.

Note: some people dread leading required presentations or training,  because they feel like a burden. However, if you're not excited about the presentation, it's unlikely that your Board will be engaged. Challenge yourself to be creative in your presentations; make it surprising, numbers-oriented, interactive, or otherwise engaging. Trust that your extra effort will be appreciated.  

3. Focus on Numbers and Statistics

Making a point clearly in a way that inspires inspires action or will be remembered is an art form. Successful speakers use a few different "hacks" to write presentations that achieve one or both of these goals. One of these hacks is to lean heavily on numbers and statistics to make your point. 

Why? Numbers and statistics are extremely memorable. They lend themselves to data visualizations that are also memorable. They also help crystallize the significance or impact of a given topic. In addition, numbers and statistics are credible. When you share them, it helps prove your point, and also makes you seem well-informed.

That's why we recommend using facts and figures in your presentation. You may consider a takeaway statistic at the beginning or end of your presentation. If you're in Compliance, consider using numbers to explain risk that needs to be addressed or that has been reduced.

Your Sales team is probably using numbers and KPIs (key performance indicators) already in their internal and Board-facing reporting. If you're new to this strategy, you may want to connect with internal sales leaders to get a bit more insight on what types of numbers are most effective for their executive and Board-level reporting.

4. Prioritize Effectively

In a Board meeting environment, your time is limited. It's very possible that you will only have 30 minutes to present on your subject. There is very little time to waste. 

Make sure that you have been clear with yourself about the goal of your presentation, and that your message aligns with that priority. Decide what is a "need to have" (i.e. approval for a time-sensitive project), and what is a "like to have." Consider alternate venues for raising those "like to have" topics, and focus your energy in the meeting on the essentials. Make  sure that you start with the most important topic so that if you run out of time, you still accomplished what you needed to. If you have extra time, use it to cover those other goals.

As a financial professional, it's likely that you're extremely busy, and you may be trying to thread more than one needle with your Board presentation. In that scenario, prioritization is even more important. If you're covering a few different topics, it's easy to lose an audience in confusion. That's why it's important to prioritize; ensure that everyone is on the same page and understands the relative importance of the topics at hand.

5. Highlight Action and Emphasize Outcomes

By focusing on actions and outcomes, you can speak to your Board in language they are likely to appreciate and understand.

This is especially true if you need their help making a big decision. They will need to understand the outcomes of either decision in order to make it, and you will need to explain them. 

If you don't need their help making a decision, but are rather just conveying something important, the action taken and/or outcomes of that action are likely to be more memorable and more tangible. For example, say you're providing an update on a successful public event. Instead of saying "the recent event went well," try using statistics and outcomes by saying something like "we exceeded our expected attendance by 15%, which directly improves our brand presence in the community and contributes to positive company culture" - or something like that. 

6. Clarify Challenges

In the same vein as the above tip, make sure that your presentation is improving clarity, not adding complexity. The Board doesn't want to hear a laundry list of issues. They want to know the most important challenges and how they're being solved - or how they can help solve them.

When presenting those issues, make sure to keep them clear and concise. One way to do that is to strive to be as specific as possible. By explaining the challenge in the clearest possible terms, you will help them get a grasp on it quickly. Then, they can focus their attention and energy on helping you solve it.

7. Pitch Solutions

Wherever possible, provide possible solutions to challenges. When you're in a difficult situation, it's easy and human to become a bit negative or concerned. However, with an action-focused Board, they are likely to become impatient if all you do is describe difficulties.

Imagine that you spend five minutes describing a problem. During that time, the Board is likely wondering why you're telling them, what you plan to do about it, and how they can help. It won't look very good if they ask any one of these questions and you're stumped. On the other hand, it's likely that they will respond much better if you can outline potential solutions and how they can help.

Your Board wants the financial institution and all the individuals therein to be successful. From that perspective, finding agreeable solutions to potential pitfalls is a top priority for them. If you're proactively moving the business towards good solutions, it shows that you're on the same team.

8. Be Confident

In front of a room full of leaders, many presenters would be nervous. Public speaking is a skill! It's also a top fear. That's understandable; to be honest, it's one of my biggest fears, too. 

That said, if you're not confident, delivering a good presentation is going to be difficult. Here are a few tips to help you be more confident, if you do have a fear of public speaking :

• Reflect on exactly what you're afraid of, and think of solutions for mitigating it.
• Prepare diligently, to reduce the risk that you freeze.
• Be vulnerable. It's likely that others can relate to a fear of public speaking, so you can feel relatively safe admitting that to your group. You don't need to be self-deprecating; however,  if your voice quavers, you lose your train of thought, or you begin speaking too quickly, it may help to show a little bit of vulnerability. Just say, "I'm a little nervous about public speaking," smile, and keep going!
• Remember why you're there. If you're giving a presentation, it's obviously an important topic. Simply reminding yourself of what you're hoping to achieve may be enough to keep you motivated and keep your fear in perspective.
• See your audience as real people and valued colleagues. This can help reduce the pressure and also foster your ability to relate more closely with your audience. You're probably less nervous talking in front of people you know well. Assume that you already know the Board well, so that your presentation is professional, relaxed, and approachable.

There are a lot of resources out there if you are afraid of public speaking. You're not alone!

9. Build Rapport Outside the Meetings

Depending on your role in the institution, you may have more access to the Board. If you don't have much access, that's okay. A simple hello or a post-meeting chat can go a long way. These small gestures help show that you're an active, engaged, respectful member of the community that is your financial institution. 

10. Leverage the Board's Strengths

Depending on your Board members, you may have people with decades of experience in banking, marketing, philanthropy, or any number of other fields. These people have years of experience, tips for success, and valuable ideas that they bring to the table. Try to leverage all that expertise and insight as much as possible.

In addition, make sure to tailor your questions and comments to their strengths. Do you need to hash out big, complicated issues in a Board meeting? Maybe, but probably not. Try to tailor your questions to your audience. Ask what they can answer. Focus on questions that can really lead to productive conversations. There are a lot of questions your Board can't and shouldn't answer; be conscientious of the setting and the individuals as you decide what issues to raise and how you raise them.

Depending on your department and the type of presentation that you're doing, this may be more or less possible, but there are almost always opportunities to make the best use of their time - and yours!

11. Provide the Right Materials

This is so important. Consider sharing presentation materials before the meeting so that the Board has a chance to review. If it's possible to provide takeaway materials that will help them in the future, make sure to do so!

Your audio-visual tools are also part of the materials you need to consider. Will Board members be phoning or video conferencing into the meeting? Work with your team to ensure that the equipment is prepared to accommodate remote Board members if needed.

12. Listen Carefully at the Beginning and the End of the Meeting

Make sure to pay close attention to what the Board is chatting about at the beginning - and the end - of the Board meeting. By listening at the outset of the meeting, you'll get a sense for the overall mood, and probably gain insights about what the Board is expecting to discuss. If their priorities aren't on your agenda, make a note and think about how to address them, if possible.

By listening at the end, you'll gain valuable insights into what ideas and concepts are sticking. You can use these observations to craft your next presentation. You can also use them to have more valuable one-on-one or small group meetings with Board members and Senior leadership at a later date.

These are just a few tips designed to help you improve your next Board presentation. This blog, and others like it, are part of our mission to help you grow personally and professionally.

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Board Meeting Presentation Template

Board meetings are a crucial part of any business, providing an opportunity for directors to discuss and make important decisions about the company's future. An effective board meeting presentation can help to keep the conversation focused and ensure that all key points are covered.

When preparing for a board meeting presentation, it's important to consider the needs and preferences of the audience. This may include providing background information for new directors, highlighting key achievements and challenges, and presenting data and financial reports in a clear and concise manner.

One way to make the presentation more engaging and interactive is to use visual aids such as slides, charts, and graphs. These can help to illustrate complex information and make it easier for the audience to understand. It's also a good idea to incorporate case studies or examples to help bring the information to life.

It's important to remember that a board meeting presentation is not a one-way conversation. Encourage questions and discussion, and be prepared to listen to and address any concerns or suggestions that the board members may have.

Effective communication is key to a successful board meeting presentation. Be clear, concise, and confident in your delivery, and use language that is easy for everyone to understand.

Overall, a well-prepared board meeting presentation can help to ensure that important issues are discussed and decisions are made efficiently and effectively. By putting thought and effort into the presentation, directors can make the most of this valuable opportunity to shape the future of the company.

How to plan an effective board meeting

• Set a clear agenda: Before the meeting, create a list of topics that need to be discussed and share it with all board members in advance. This will help everyone come prepared and ensure that the meeting stays on track.
• Encourage participation: Encourage all board members to actively participate in the discussion and consider different perspectives. This can help to foster a sense of collaboration and ensure that all voices are heard.
• Stay organized: Use visual aids such as slides, charts, and graphs to help illustrate complex information and keep the discussion focused.
• Be prepared: Make sure you have all necessary information and materials on hand, including reports, financial statements, and any relevant documents.
• Stay on track: Keep an eye on the time and try to stay within the allocated time frame for each item on the agenda. If discussions run long, consider scheduling a follow-up meeting to address any remaining issues.
• Follow up: After the meeting, make sure to follow up on any action items or decisions that were made. This will help to ensure that progress is being made and keep the team on track.
• Keep the lines of communication open: Encourage open and honest communication among board members. This can help to foster a sense of trust and collaboration, which is essential for making effective decisions.

By following these tips, you can help to ensure that your board meetings are productive, efficient, and effective, and that your team is working together to achieve common goals.

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Board Meeting Presentation Template

Board presentation deck template for early-stage startups with advice on best practices in running effective board meetings with your investors. Files in both PowerPoint and Keynote

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What Is a Board Meeting Presentation Template?

You’ve raised funds and formality has begun. This means monthly or quarterly meetings with your Board and your newly appointed members from investors.

As per their information rights, they need updates from you. Darn. Another thing to do!

To help you, I’ve put together a board presentation template to lighten the load.

Why did I make this template?

Once upon a time, there were some naughty founders that didn’t prepare material for board meetings.

Since I roll up my sleeves to ‘value add’ when I’m on board with startups, I made them a template to fill in so there were no excuses.

Then I shared it with you in case it helped.

• Is it perfect? No
• Would I love feedback from VCs and founders to improve? Yes
• Would I like to make another free version for later-stage? Yes (Email me)

Who Needs a Board Meeting Presentation Template?

Everyone in startup-related land needs to know about this topic. So whether you are a founder, investor or advisor, why not have a little play with this!

Startup Founders

Any startup is a huge pain in the rear! There is just so much to learn and figure out!

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You’ll be able to start getting some latent learnings that could help you understand the topic when it is a focus.

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Investors are meant to know everything! The thing is, we both know that you don’t and you are always learning!

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What Does the Tool Look Like?

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Why Do You Need a Board Meeting Presentation Template?

Take control.

• If you don’t run the meeting, someone else will
• Don’t end up an employee of your own company

Create Value in Meetings

• Your board is there to support you
• Give them homework to do and track they deliver
• Focus on the topics you want feedback on

Investors Will Ask For One

• Post-seed venture capital investors expect proper board meetings
• They expect to receive a board pack 2 days before the board

What Can the Model Do?

These are some of the features in the model.

Designed for anyone to use

• Made in PowerPoint & Keynote
• Fully editable

Starting point

• Use as the starting point
• Fill in and see what doesn’t work for you
• Learn and improve

Edit to your needs

You need to edit to your needs

• Add or remove slides
• Customise each slide according to the needs
• Reuse structures for new topics

Why Is My Tool Worth Getting

I make cool things (and am capable).

• There is a lot of blah around by people who aren’t terribly good at Excel/PowerPoint etc
• You’ll see the attention to detail and actual thought put into what I gift you (so you aren’t wasting your time)

My Free Tools Are Better Than What Some Charge For

• I only made tools because I couldn’t find anything I would use myself
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You distribute your startup on Android and Apple stores and make money charging for in-app services. You have aspirations for virality to drive your user adoption.

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Excel let's you install 'plugins' which let you do cool things at a press of a button. There are some awesome free ones, but they have like 200 functions! Finding what you actually will use is a pain. I made one with just what I use regularly. You can do cool things such as save a version of your file (and auto rename the file v1/2/3/4), change the currency formats of my paid models, and other nerdy things which will save you hours. It's a cheap no-brain tool to have just for the save button!

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Simple pitch deck template with 115 slides for early stage startup founders. PowerPoint and KeyNote versions. Easy to edit and update.

You can't afford top talent with just cash, so you need to incentivise them with options. What the heck does a structure look like? I'm made a model based on Silicon Valley best practice which you can transparently use with your team. This is literally the only ESOP model on the internet and that's why I took on the pain to build it! You will decide on a fixed structure and you will be able to apply it to every hire so every evergreen, promotion, and performance grants are defendable to keep everyone on board that you are always fair. This is different to a cap table.

• Pro OKR PPP KPI Tracker Tool

Google is famous for setting OKRs. This is a ridiculously simple Google Sheet your staff will actually use. You can set it up so that you automatically get an email sent weekly with all the updates to keep on top of everyone. Plan your quarterly OKR and KPI in one easy to use sheet with no fancy stuff. Easily manage updates on what the team is doing every week and what they are stuck on through PPPs.

Get the Board Meeting Presentation Template For Free

Fill in your details and it will be emailed to you.

I’m not sketchy, so here is everything you need to know just in case!

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Check the FAQs if you are having issues. Don’t message me if “I can’t download the file”.

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Looking For Some Recommended Reading?

Here are some blogs you can check out related to this topic:

What is the difference between a founder and the board of directors?

Another Template

Board report template by IA Ventures

Startup Boards Course with Brad Feld, Venture Capital Managing Director of Foundry Group

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15 tips on presenting to a board

.chakra .wef-1c7l3mo{-webkit-transition:all 0.15s ease-out;transition:all 0.15s ease-out;cursor:pointer;-webkit-text-decoration:none;text-decoration:none;outline:none;color:inherit;}.chakra .wef-1c7l3mo:hover,.chakra .wef-1c7l3mo[data-hover]{-webkit-text-decoration:underline;text-decoration:underline;}.chakra .wef-1c7l3mo:focus,.chakra .wef-1c7l3mo[data-focus]{box-shadow:0 0 0 3px rgba(168,203,251,0.5);} Lucy Marcus

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Stay up to date:, financial and monetary systems.

One of the questions I most frequently get asked when people hear I sit on company boards isn’t about executive pay packages. Instead, they want to know how to present to a board so its members will say yes.

The question always calls to mind a presentation that went wrong. Several years ago, a rather dandified fellow from inside a company gave a presentation to a board I sat on. He was snide at times, made several off-colour jokes, winked at board members and made his political leanings clear with side remarks about the government of the day. When he didn’t know the answers to questions we asked, he tried to fob them off as irrelevant. When the chair finally ended the presentation, we looked at each other in disbelief. We weren’t just unsure about the proposal, but also unsure of the person who brought the proposal. I think you can guess how we voted.

Don’t let this be you.

People present to corporate boards for many reasons—they could be suggesting a new direction for the company, explaining a complex legal issue that needs to be decided quickly, or simply giving an update on an ongoing project.  But boards come in all shapes and sizes , be they school boards, neighbourhood watch boards, apartment boards, non-profit boards or employee committees.

No matter the context, the principles of presenting to decision-making bodies are the same, and getting it right is crucial. It’s not as difficult as it sounds, so long as you keep some guidelines in mind. Here are nine do’s and six don’ts of being effective:

Board Presentations Do’s:

• Know what you are walking into.  Board meetings are often jam packed with a long agenda. In the past couple of months I’ve been in meetings that have lasted up to 8 hours, covering up to 20 topics. Your topic is special to you, but you have a finite amount of time to get essential information across.
• Do your homework.  Who is on the board? What is their background? It helps to be able to tailor the presentation when applicable, so you are not telling them things they already know, nor assuming knowledge they might not have.
• Send documents in plenty of time.  I try to ensure board members get their papers at least a week in advance. If there’s a deadline, meet it with several days to spare in case there is feedback before it goes to the board. Please don’t “surprise” us, as in “I didn’t provide the papers in advance because I wanted to keep you in suspense”. This isn’t an Agatha Christie novel, it’s a board meeting. Give us the tools we need to make a decision.
• Know in advance how much time you have.  Do not go over your allotment. If the chair feels more time is warranted, he or she will extend it. Make sure to leave plenty of time for questions.
• Ask how the board would like the information presented.  For example, ask the chair, “shall I present the whole thing or hit the high points?”. Another approach: suggest that you “take the papers as already read”. That means you presume that everyone has reviewed the documents you sent in advance, and you will just address the most important points and avoid repeating every detail.
• Be prepared. Be professional. Be concise.  Board members will judge the content of your presentation, but also the confidence with which you deliver it.
• Stay calm and answer the question asked.  If you don’t know the answer, don’t get flustered, defensive or try to fake it. Instead, promise to come back with the answer as swiftly as possible. Then follow through quickly. Also, and this is really important, don’t get thrown off if you get a lot of hard questions. If we didn’t think your proposal had merit we wouldn’t bother with questions, we’d simply say no. Board members ask questions differently — some meander, others get straight to it. No matter the style, stay even-tempered and answer clearly and concisely. Also, don’t give attitude about questions you think are “dumb” or obvious — we are doing our job. Often the most interesting or important information comes from seemingly simplistic questions.
• Be clear and concise about the outcome.  If there is a decision to be taken by the end of your presentation, make sure the options are very clear. It never hurts to state the options up front, explain them and then present the options again.
• End with grace.  When it is time for you to go, say thanks and leave. Don’t linger.

Board Presentations Don’ts:

• You may be kept waiting — don’t complain.  Meetings can run late depending on the agenda. If it is a closed door meeting you’ll be kept waiting outside. If not, you’ll be there watching other people presenting, or listening to debates on other agenda items. Don’t under any circumstances grumble about it, as it will taint the room’s view of your presentation before it even starts. A cheerful “no problem” goes a long way.
• Don’t bore us.  I recently sat through a report that essentially told everyone in the room something we all already knew. The presenter quickly lost our attention. Even worse, we had all mentally checked out by the time he’d gotten to the “ask”.
• Don’t lobby.  Your presentation is not an opportunity to take the stand on other areas. If you are there to talk about upgrading the IT infrastructure, throwing in a “while I’m here I’d like to make a pitch for better parking facilities” is not helpful to you or us.
• Don’t use jargon.  We are not necessarily experts in your field. Use clear language that everyone around the table will understand. The first time out, explain what you mean by  ESG ,  grok , and  API , otherwise it just sounds like a string of  nonsensical letters and words . Try to avoid overblown statements — a “complete sea change” better be pretty big. Also trend-driven words that will make people roll their eyes. “Thinkfluencer” comes to mind.
• We are not all the same — don’t air your bias and political inclinations.  With any luck the group around the table is a diverse one, with diverse opinions. Off-colour jokes and political comments have no place in your presentation and could offend the very people you are trying to persuade.
• Don’t go over the top with bells and whistles.  There’s no need to pass out flowers or an entertaining video unless it is directly related to the topic. Useful: “Here is a sample of what we are talking about.” Strange: “Here is a flower for all you lovely people.” And yes, I was in a meeting where someone once handed out flowers to “all the lovely lady board members”.

Clear, concise and to the point

Think of your presentation as a memo, not a novel. Board members thrive on facts presented in a clear, concise manner. Even if you leave your presentation without getting the answer yes you hoped for, you will at least leave the people at the table with a good impression of you. And that will go a long way if you come back to the board with a revised proposal.

Give it a go and let me know if it helped, and if you know someone who is preparing to give a presentation, clip this and send it to them. Chances are not only will they be grateful, but so will the board members who hear the presentation.

Published in collaboration with LinkedIn . This post also appeared in the BBC Capital Column,  Above Board with Lucy Marcus .

Author: Lucy P. Marcus, founder and CEO of Marcus Venture Consulting, Ltd., is Professor of Leadership and Governance at IE Business School, a non-executive board director of Atlantia SpA, non-executive chair of the Mobius Life Sciences Fund, and non-executive director of BioCity.

Image: Students from Warsaw School of Economics attend a presentation at the Warsaw Stock Exchange September 15, 2008. REUTERS/Peter Andrews

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How to Create Financial Presentations for Board Meetings in PowerPoint

Preparing financial presentations for board meetings can be a daunting task, especially when considering the importance of these presentations. A financial presentation is a tool used to communicate complex financial information to an audience, who in most cases may not have a financial background. The aim of this article is to provide valuable insights into the world of finance, teaching you how to create effective financial presentations for board meetings using PowerPoint.

Table of Contents

Why Financial Presentations are Important for Board Meetings

Board meetings are typically attended by the senior management team and the board of directors. In most cases, the board reviews the financial performance of the business, including budgets, forecasts, risk management, and investment proposals. As such, a financial presentation is a critical tool for board members to make informed decisions based on the data presented in the slide decks. Presenting financial information in a clear and concise manner can make all the difference in a successful meeting outcome.

One of the key benefits of financial presentations is that they provide a comprehensive overview of the company’s financial health. This includes information on revenue, expenses, profits, and losses. By presenting this information in a clear and concise manner, board members can quickly identify areas of concern and take appropriate action to address them.

Another important aspect of financial presentations is that they help to build trust and transparency between the board and senior management team. By providing accurate and up-to-date financial information, board members can make informed decisions and hold management accountable for their actions. This can help to foster a culture of accountability and responsibility within the organization, which can ultimately lead to better business outcomes.

Understanding Your Audience: What the Board is Looking for in Financial Presentations

The board members are seeking reassurance that the company’s financial performance is healthy and on track. It is important to communicate the financial performance of your company in a language that they can understand. Keep in mind that board members will not be impressed with jargon-filled reports riddled with numbers that don’t really make sense. So, try and break down the information into digestible bites.

Additionally, it is important to highlight any potential risks or challenges that the company may face in the future. Board members want to be aware of any potential threats to the company’s financial stability and want to see that management has a plan in place to mitigate those risks. It is also helpful to provide comparisons to industry benchmarks and competitors to give the board a better understanding of the company’s position in the market.

Choosing the Right Template and Design for Your Presentation

The design of your slide deck can often determine how engaged the board members will be in your presentation. With so many pre-made templates available in PowerPoint, it can be overwhelming when deciding which one to choose. However, it is important to avoid getting too bogged down with design elements such as fancy backgrounds or excessive animation. Instead, try to focus on a design that is simple, easy to read, and supports the goal of your presentation.

Another important factor to consider when choosing a template and design for your presentation is the audience you will be presenting to. If you are presenting to a group of executives, a more professional and polished design may be appropriate. On the other hand, if you are presenting to a group of creative professionals, a more visually engaging design may be more effective.

It is also important to keep in mind that the design of your presentation should not overshadow the content. The purpose of your presentation is to convey information and ideas, not to showcase your design skills. Make sure that your design choices enhance the content and make it easier for your audience to understand and remember the information you are presenting.

Tips for Creating Clear and Concise Financial Slides

When developing financial slides, clarity is of utmost importance. Use clear and concise language to avoid confusing your audience. Consider the use of bullet points to break down complex information into digestible portions. Charts and graphs can also be great tools to convey financial data in a simple yet impactful manner. Additionally, try to avoid using too many slides, and be sure to only include essential information.

Another important tip for creating clear and concise financial slides is to use a consistent format throughout your presentation. This includes using the same font, font size, and color scheme on all slides. It also means keeping the layout consistent, with headings in the same place on each slide and using the same spacing between elements. By maintaining a consistent format, you can help your audience focus on the content of your presentation rather than being distracted by changes in design or layout.

Incorporating Graphs, Charts, and Tables to Enhance Your Presentation

A well-designed chart or graph can make a significant difference in how effectively you communicate financial information. It’s essential to provide your audience with detailed financial data in a visual format that conveys your message effectively. Consider using graphs, charts, tables, and other visual aids to present data in an engaging manner. Also, try to strike the right balance between too much or too little data, as this can sometimes be the difference between a successful and unsuccessful presentation.

Another benefit of incorporating graphs, charts, and tables into your presentation is that they can help you to highlight key trends and patterns in your data. By using visual aids, you can draw attention to important information and make it easier for your audience to understand complex data sets. Additionally, visual aids can help to break up long blocks of text and make your presentation more visually appealing.

When creating graphs, charts, and tables, it’s important to choose the right type of visual aid for your data. Bar charts, line graphs, and pie charts are all useful tools, but they may not be appropriate for every type of data. Consider the message you want to convey and choose a visual aid that will help you to communicate that message effectively. Finally, be sure to label your visual aids clearly and provide a key or legend to help your audience understand what they are looking at.

How to Present Financial Data in an Engaging Way

Presenting financial information can be challenging, especially when dealing with statistical tables or monotonous spreadsheets. It’s vital to develop a presentation that balances information and creativity, one that informs and entertains your audience. Ensure that your presentation captures the key points in an easy-to-understand format, and that you present the data in a way that keeps the audience engaged. A well-delivered presentation, filled with relevant anecdotes and analogies, can be both educational and enjoyable.

One effective way to present financial data in an engaging way is to use visual aids. Graphs, charts, and infographics can help to break down complex information into easily digestible pieces. Additionally, using color and design elements can make the presentation more visually appealing and help to keep the audience’s attention.

Another important aspect of presenting financial data is to know your audience. Understanding their level of financial literacy and their specific interests can help you tailor your presentation to their needs. For example, if you are presenting to a group of investors, you may want to focus on the potential return on investment, while if you are presenting to a group of employees, you may want to highlight the impact on company performance and job security.

Avoiding Common Mistakes in Financial Presentations

Some common mistakes that presenters make in financial presentations include employing a complex design and graphics, cramming too much information into a single slide, and reading from the visual aids. To avoid these mistakes, acknowledge the purpose of your presentation and your audience’s needs, and design a clear and effective presentation to suit those needs.

Another common mistake is failing to rehearse the presentation beforehand. This can lead to stumbling over words, losing track of the main points, and going over the allotted time. It is important to practice the presentation multiple times to ensure that it flows smoothly and effectively conveys the intended message.

Additionally, presenters often forget to engage with their audience during the presentation. This can lead to a lack of interest and attention from the audience, resulting in a less effective presentation. To avoid this mistake, make eye contact with the audience, ask questions, and encourage participation to keep them engaged and interested in the topic.

Best Practices for Rehearsing and Delivering Your Presentation

Rehearsing before delivering your presentation to the board is a great way to ensure that you are on point during the actual presentation. During rehearsals, read through your slides and evaluate the ease of data interpretation, flow continuity, and overall presentation content. Ideally, get a second opinion from a co-worker or friend, as this helps to identify areas of the presentation that may require further explanations or clarifications. Lastly, aim to speak with clear, confident, and concise language, making eye contact with your audience, and incorporating body language to emphasize key points.

Another important aspect to consider when rehearsing and delivering your presentation is to be mindful of your audience’s time. Ensure that your presentation is within the allotted time frame and avoid going over time. Additionally, be prepared to answer any questions that may arise during or after your presentation. This shows that you have a good understanding of the topic and are confident in your presentation skills. Remember, a well-rehearsed and well-delivered presentation can make a lasting impression on your audience.

Preparing for Questions and Answers from the Board

Be sure to prepare for questions that may arise from the board after your presentation. Anticipate questions that may arise based on the context of your presentation and have appropriate, detailed responses ready. Additionally, if there is any area in which you require additional data to respond to questions, ensure that those details are readily available.

Making Lasting Impressions with Your Financial Presentation Skills

In conclusion, making an effective financial presentation is achievable. Use the above tips and insights to create a presentation that is concise, engaging, and informative. Additionally, lead your audience through the presentation in a way that proves you know your subject matter inside out. This will provide the board with confidence in your presentation skills and the company’s financial stability.

Key Takeaways: Creating Effective Financial Presentations with PowerPoint

When creating a financial presentation in PowerPoint, it’s crucial to understand the needs of your audience. Use a simple design, easy-to-understand language, and relevant visuals to communicate financial information effectively. Be confident, rehearse your presentation, and prepare for questions. Always aim to leave a lasting impression with your presentation skills. We hope these tips will help you create better financial presentations for your board meetings.

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Ditch Your Board Deck.

Zeck is software that reimagines the ridiculous board meeting process to drive way better decision making with your board and investors..

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Zeck creates customizable, interactive board and investor updates that actually work on your phone and make you look way more pro.

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Zeck is designed to transform board meetings from boring presentations to awesome strategic discussions, lots of bantering and lively debate.

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Modernize Governance

Zeck digitizes voting and auto-generates board minutes. Plus, Zeck invented the Pre-Vote (we think) to completely eliminate the minutiae from the live board meeting. Which means more time dedicated to extracting value from the meeting.

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Do Less Prep 

“What’s so miserable today? To Begin With, Everything.” - Russell Hammond, Almost Famous. Your team is building their decks in the same obsolete slides they used in middle school. Zeck makes board meeting prep 7,000 times easier. 

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"Zeck is light speed faster for me as CEO, more readable for my board members, and the engagement tools dramatically improve the quality of our meetings."

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Grant Gibson Founder & Chief Development Officer Synthica Energy

"Having a collaborative workspace with the board is really cool. Zeck is an amazing tool that lets us spend time on the things that will actually impact our business."

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2024 Annual Meeting of Shareholders Webcast

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Board names Dr. Paula Wilhite Distinguished Faculty Emeritus at March meeting

The Northeast Texas Community College Board of Trustees met for its regular March meeting on Tuesday, March 26th. The meeting started off with a special presentation as the board approved naming Dr. Paula Wilhite as Distinguished Professor Emeritus. Board Chairman Chuck Johns read the proclamation and Dr. Ron Clinton, NTCC President, presented Wilhite with a special medallion to commemorate the honor. 

Distinguished Professor Emeritus is the highest honor bestowed upon retired NTCC faculty. Past recipients include Dr. Jim Archer, Dr. Shirley Clay, Dr. Mary Hearron, Doug Hoppock, Dr. Winston McCowan and Dr. Ollie Theisen. Wilhite was a member of the inaugural NTCC faculty in 1985 and she retired in 2023. 

“We are so pleased to add Dr. Wilhite to the ranks of our Distinguished Professors Emeriti. She positively impacted the lives of so many students and colleagues during her tenure at NTCC and this honor is very well deserved,” Clinton said.

In the president’s report, Clinton announced that is has been a busy spring semester filled with exciting news. He said that NTCC students have received several prestigious scholarships and three have been named semi-finalists for the Jack Kent

 Cooke Foundation Undergraduate Transfer Scholarship. Neida Perez, Maddie Smith and Michelle Calderon are all in the running for the highly selective scholarship that covers up to $55,000 per year at any accredited four-year undergraduate institution. Winners will be announced later in the semester.

Clinton also highlighted NTCC’s renewed Memorandum of Understanding with Texas A&M University-Texarkana. In addition to strengthening transfer pathways for NTCC students, A&M-Texarkana is also offering a special scholarship for NTCC employees. 

He called on Dr. Kevin Rose, NTCC Senior Vice President for Student Success, to give the board an update on NTCC’s implementation of HubSpot customer relationship management software. He said that this project, which was funded by Title V grants, is designed to improve student retention by making it easier for College Navigators and other staff to monitor student progress and provide extra services when needed.

“We are very excited about the HubSpot project and how it will transform student success. We have worked with an integrator company to customize the software to meet our needs and interface with our student information system. We anticipate that HubSpot will be live by this summer and fully implemented by fall,” Rose said. 

In action items, the board approved the Consent Agenda and Proposed Course Fees. They also approved the Establishment of an NTCC Police Department. Dr. Clinton explained that it is necessary for the board to take this step as the college moves forward in the process of achieving TCOLE certification. 

In personnel action, they approved releasing one employee from their contract and hired Hazel Espinoza as a new Assistant Soccer Coach/Assistant Housing Director. The meeting was then adjourned after a brief discussion of the outcomes of the annual board evaluation.

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Delta County Board approves millage request for veteran’s affairs office

E SCANABA, Mich. (WLUC) - Delta County commissioners unanimously approved a proposed ballot initiative to fund a veteran’s affairs office at Tuesday night’s board meeting.

Once finalized, the initiative will appear before Delta County voters on the November 2024 ballot. If it passes, property owners in Delta County will have a new millage of one-tenth of a mill. That equals $100 per every $100,000 of assessed property value.

The board voted after a presentation by Delta County Veteran Service Officer David Dziewior.

“I know that there are folks out there that would possibly like to get the money without using any new millage, and I was originally for that as well,” Dziewior said. “But what I am finding out is there are too many hurdles.”

Also at Tuesday’s meeting, the board approved its response to the Michigan DNR Trust Fund regarding the Cornell Forest property. And a request by Commissioner John Malnar to rescind the soil and erosion contract with Rory Mattson failed in a 3-2 vote.