I joined the board because I care about the sector. Give me some context for our organization’s work. “As you read Emily’s report, take note of page 3 where she talks about her department retreat and the core strategic takeaways from that.” Like any good executive summary, tell me what I should look out for in the other reports. And after we made our case, Z turned to X and had a) a change of heart b) a new decision in your favor c) a “yes” to a big ask or d) some kind of evidence that the tide of your work is turning.” “I knew it had been a good quarter when I sat in this meeting with X, Y and Z. Here’s a board report template for what I want (and need) to see.īring the work to life for me as a board member. You can download this template to share with your staff leader or your board. A FIRST RATE EXECUTIVE DIRECTOR BOARD REPORT TEMPLATE report like it’s the only thing anybody will actually read. Done well, it’s like a first rate executive summary – and should in fact tee up the most important parts of the board book. The reports were so long that I couldn’t decipher what was most important. I was a nonprofit board member and our board book went on for days. To ignite enthusiasm in your most important ambassadors to give a board member key stories and “material” for marketing the organization to friends and prospects.To spark questions / raise issues that the board member can then ask or address in the board meeting.To offer one last reminder about what board members committed to do at the last meeting (in case they have forgotten, procrastinated.To give board members a sense of pride and enthusiasm about the work.To communicate, in advance, information that brings board members up to speed on what’s gone on since the last board meeting, leading to much more engagement and interaction at the next board meeting. But done right, it’s actually very important. There’s quite a bit of confusion out there about why you even need to do this. –> Click here to download WHAT IS A BOARD REPORT REALLY FOR? And remembered!īefore we begin, I have a board report template you can download… Here’s the right way to write a board report that will actually get read. What we have ourselves here is a good ol’ fashioned Catch-22. After all, if you don’t think someone will read ‘em, you won’t invest much in writing ‘em. And I bet this CEO didn’t want to write it either. The previous report was built on what each board member wanted to hear about and it ended up 6 pages and too lengthy for anyone to want to read.” Our board wants a streamlined, informative snapshot report. “I was wondering if you might have an example of a format for a CEO report to the board and recommendations for major topics to report on. I recently got an email from a reader, asking how to write a board report that her board would actually want to read. You know what else nobody reads? Board reports. Or so I thought when I worked at Showtime. You know what nobody actually reads? Expense reports. “Lunch at Disney Studios with Mickey Mouse re: Ear Size.” The Daily Grill.
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