Board report template · made by readywhen · https://readywhen.ai/board-report-template

BOARD REPORT · [Company] · [Month YYYY]
Prepared by [name] · Sent [date] · Meeting [date]

1. CEO SUMMARY (½ page)
   - The one thing this quarter: …
   - Headline metric + trend: …
   - Overall: [on track / at risk / off track]

2. DECISIONS WE NEED FROM YOU
   - Decision 1: … (context in §5)
   - Decision 2: …

3. KEY METRICS  (this period / last / target)
   - Revenue / ARR: …
   - Cash & runway (months): …
   - Pipeline / new customers: …
   - [Your north-star metric]: …

4. PROGRESS vs LAST QUARTER'S COMMITMENTS
   - [Commitment] → [done / slipped + why]

5. WHAT'S OFF TRACK (and the plan)
   - Risk → owner → next step

6. DEEP DIVE: [the live-discussion topic]

APPENDIX: full financials, cohort detail, org chart

Board report template · made by readywhen · https://readywhen.ai/board-report-template