For instance, a board keen on community impact may not be drawn to a presentation focused on return on investment (ROI). The idea is that directors do not have to spend ages mining into the statistics in order to discover the relevant talking points for the meeting. The accountability metrics you've created, categorized in the following two ways: "Are we . By clicking the "Submit" button, you are agreeing to the These are some very good inputs on how the CFO/controller presentation should look like. By clicking the "" button, you are agreeing to the Create a documentation that provides both the big picture and the details. It is normal to be stressed in front of the Board. Download ten free PowerPoint templates for a better presentation. A board of directors is responsible for making decisions that will ensure the growth and sustainability of a company. Treat your board presentation as a three-act play, no presentation requires more than seven minutes, Detail your strategy and goals going forward, Dig into the practical side of executing on that strategy and hitting those goals. And add some detailed stories that will speak to their imagination. Here's how to make sure yours are top-notch. In that case, make sure to explain how your proposal for the overseas investment will also reduce the global exchange risk exposure. Dont make it deductive: dont take them through the complete analysis. Structure all information in an orderly hierarchical manner as a Q&A (from most to least important). If you don't know the board well, do some research and get answers to these questions: This will help you see from what lens they look at things. If you're presenting a report or another document, make sure it's written clearly and concisely to ensure the message gets across. When choosing between words and media, pick the latter. Only use acronyms they know or put the full wording next to it. You can use the following seven essential steps to deliver an engaging presentation: 1. Where possible, visualise the concepts and the data. That outfit may be just the boost you need. Error submitting the form. Nobody expects you to be infallible. Make sure that you and your audience can easily find the relevant data, whenever a question arises. The length of the Q&A session will vary depending on the length of your presentation, the size of the board, and other factors. The purpose of a board meeting is to allow directors to share their views about the company's performance and future plans. How effective you make these is at the center of how pleased a board is to get their job done in a productive environment. Download now and impress your audience. Were here to help you any way you need! ET Be ready for questions regarding the data and solutions you presented. We use cookies on our website to offer you the most relevant experience by remembering your preferences and repeat visits. 15 tips on presenting to a board Oct 7, 2014 Lucy Marcus Founder and CEO, Our Impact What's the World Economic Forum doing to Crowdsource Innovation 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. Which acronyms and industry-speak are likely to trip them up? A robust onboarding processincluding essential information and briefing materials, quality discussions with key people, and a "road map" for getting up to speedcan greatly accelerate a new director's integration and contribution to the board's work. They need to check the robustness of your methodology and the reliability of the data. But like spices, when used too abundantly, details, numbers and emotion can ruin everything. And if so, what decision? While you can find out a lot about board members via their bios or LinkedIn pages, youll also continue to learn more about them as you interact more with each person. So, stick with us so you can run board meetings like a pro in no time! Who's who. This doesnt exactly make for a compelling or engaging presentation. You think that they need to understand the details before seeing the big picture, because that is how YOU came to the conclusion. Etc. These graphics include high-quality corporate imagery, diagrams, charts, and infographic icons. Others may follow the more standard approach: presentation followed by a discussion. DocSend makes it easy to send all of these documents securely using only a single link. We're committed to your privacy. Important decisions are preferably adopted unanimously. With their experience, they often feel if something is right or not. When it comes to a board presentation, this is the most logical way to organize: Share past performance and efforts Detail your strategy and goals going forward Dig into the practical side of executing on that strategy and hitting those goals Speaking tips for your board presentation Marketing Dashboards Privacy Policy. Ask for approval of the board to the items you just read. That said, you want to make the most of your time with them. Use short, simple sentences and plain language. The bulk of data and information goes into the attachments (see next step). Answers to less important questions will become part of the attachments. When it's time to put together your board of directors, you need to know exactly what the role of the board entails. It is only slightly behind Ottawa in transport lead times. Summarize the last meeting and refresh your Board about your cybersecurity framework. Help the board understand why cybersecurity is critical to the business. Every issue raises a question. This button displays the currently selected search type. But how do you behave as a visitor, not being familiar with these dynamics? The objective is that you and your audience can easily find the necessary data, when a specific question arises. Write down the answer to that question. If there is, call the meeting to order as we describe in detail below and go over the agenda. Information that reaches the Board might be biased in many ways. Visually guide the attention to make it clear what to look at first, second and third. If you didnt understand the question, ask for explanation. Such a structure starts with detailed numbers and findings, and gradually summarizes into conclusions. Recording yourself also works great. This should only be supplemental information that would be too time-consuming or distracting to cover in a presentation, like reports and demos. No details are necessary, but it should signal that the presentation will include information about business execution, strategy, external developments and risk position. You also have the option to opt-out of these cookies. This article is an abridged guideline for anyone who presents to a Board of Directors. Exclusive insights for early-stage founders, read by 26,000 of your peers. 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. Know what information you want to share and how it will benefit the audience. Within that context there is always an issue. Is it company culture, profit, philanthropy, innovation, or something else? We'll also give you a run through our free board meeting presentation template to help you craft your slides for a board meeting. There are 4 key parts to your board presentation: 1. The point of each is to make sure new board members feel the following: Well informed about their role. That means your actual presentation should start out with concise, high-level information. Sorry, No data match for your criteria. Your presentationfrom the topics you include to the slides to your speaking skillsneeds to be built with the goal of telling acohesive story. Relevant to this role is the lack of right to vote, except when doing so will change the outcome of a decision. If you sense disagreement, tackle those concerns head-on. Use short, simple sentences and plain language. 8 a.m. 5 p.m. GMT So naturally, they will be looking out for anything that may impede that process. Doing so might clear an otherwise hectic air during a board meeting. Now, let's move on to our set of tips on how to run a board meeting everyone will enjoy. Directors and Executives are not seeking entertainment. 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. It tends to put us in a better mood and shift our perspective. Download the full article here. Give our template a try or let our team of professional designers exclusively polish your content and design. Otherwise, for example, you may dive into an answer that is very specific to you when they might be seeking an answer that applies to the broader company. But it is not uncommon that the discussion starts immediately without formal presentation. Useful tips! 140 Views Download Presentation. Step 2 Build a concise, solid narrative. Once you know this answer, you can subtly handle each concern throughout your presentation. For the Board of your company, LEVNAM industrial vehi-cles, this project is part of a larger strategy to expand the business into North America. The more you can build your presentation around what really matters to them, the more you will capture their attention. The more familiar you become with your content, the better the presentation will be. So, take time to visit the room upfront. Boards vary according to the country in which they operate and the company . Is it an item for information or decision? Directors are not seeking entertainment. Free and premium plans, Content management software. Board members want hard facts. Also, touch base with the Executive Director for any items before you work with the secretary on a final and closing record. Privacy Policy. Topics you can cover in a presentation to a board of directors The subject of your presentation can depend on your intent, expertise and industry. Supporting executives and their teams. Such a structure starts with details, numbers and findings, and gradually summarizes into conclusions. Practice with family or friends who can give you feedback on how to improve. Visually show the information. For example, if success is about board members and/or C-level executives learning about a new technology under consideration, the job is to educate them. Lets say youre proposing a new initiative for the company, and you sense some pushback on the timeline. But like spices, when used too abundantly, details, numbers and emotion can ruin everything. Directors want to get directly to the heart of the matter. Make sure to carefully review the complete board report, then condense it to one page, typically around 400 words. Download this template to get: 9 board level slides that you can customize based on your unique context. Each of these graphics can easily be added to your board meeting presentation template with just one click. You have been asked by the Board to pre-sent the conclusions of your analysis. Heres a tool that helps, CIA for Context-Issue-Answer: List everything your audience knows about the subject; that is the context. Understand your audience. Visuals help us make sense of information at a much quicker pace than words do. Regular board meetings also ensure that everyone has equal access to information. The length will depend on the imporance and complexity of the subject and will typically consist of 3 parts: The executive summary contains your conclusion and the 3 the 5 key arguments or take-aways. 2.0 Key Performance Indicators Establishment Appendix One Directors want to be well-informed and create consensus prior to the meeting. The bulk of detailed data and information must go into the attachments (see next step). Transcript and Presenter's Notes Title: BOARD OF DIRECTORS MEETING 1 Teaching Floridas Students to Fish Since 1975 BOARD OF DIRECTORS MEETING FRIDAY, MARCH 28th, 2008 900 AM 1100 AM Austin Center Conference Room FOR WEBINAR ATTENDEESJoin the Conference Call (641) 715-3399 Access Code 145-107-873 Download PowerPoint (4MB) Download Education Make sure everyone agrees with what'll be covered exclusively during the session. Please refine your filters to display data. So, they want to check. 3 The Board understands the distinction between the board's role to set direction and provide oversight and management's role to lead and direct operations. Will they interrupt your talk? If you present an item for decisoin, the Board will (should) require a pre-read. So, if you present an item for decision, make sure to provide all necessary information and secure a broad consensus before the meeting starts. Summarize the points youve made, and be clear about anything you have requested. The number one way to keep your board presentation on track is to keep it concise. Only repeat the conclusion and headlines of your narrative with a few selected details. We all feel less stressed in a place we know. To making good plans and to delegate the responsibilities and rights of the same, an organizational board of director meeting agenda template provides a base to complete the whole procedure in the stipulated time. The template can be used by CFO or CEO presentations to make engaging PowerPoint presentations for their business or corporate needs.