Visual representations of data: These can help contextualize data around time periods, company goals, and competitors’ performance.The key here is to choose the right visuals so that they add to the presentation instead of muddying the waters and distracting from the information you present. Your board presentation slides should make ample use of visuals. Once your presentation is built around the right topics, the next step is to ensure your slides are engaging and helpful (in terms of driving the presentation forward and keeping board members interested). How to create compelling and useful slides If there are specific areas or projects where you need to lean more heavily on their input, highlight them in your presentation. Areas where you need the board’s expertise and advice: At the end of the day, the board is there to provide expertise and help you make the company a success.Upcoming projects and what you need from the board to make them a success: Board presentations aren’t all about explaining past numbers-they’re also your opportunity to set the stage for future projects that require the board’s buy-in or financial support.But if you missed any pre-set goals, it’s important to explain why it happened and outline your plans for improvement. Explanations of any missed goals or KPIs: If you frame the data around the goals your company has set (like hitting a million customers) and you met or exceeded all of them, that’s great.
Framing the data discussion this way makes it easier for board members to make sense of the numbers and what they mean in terms of the bigger-picture performance. Explanations of that data: Once you’ve shared the numbers, it’s important to frame and explain them within the context of time (month-over-month changes, for example), company goals, your competitors, and more.These are the meat and potatoes of your company’s performance. Those metrics can vary from one company to the next, but KPIs like monthly recurring revenue (MRR), churn, and new signups or customer growth are always a safe bet. Most recent performance data and any recent accomplishments you want to highlight: Within this, it’s important to highlight the metrics that board members understand and care about.Instead, your presentation should focus on these five categories: But you shouldn’t present every tiny detail of what the company did or share every single metric you measured. When you’re presenting on an entire quarter or even a year, you can cover an endless number of topics. The first step in giving a brilliant board presentation is to cover the topics that board members actually care about. Board meeting minutes template Download now Topics to cover in your board presentation
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