The job
What does the board need to understand and decide?
Board meeting preparation turns reviewed financial information into a clear sequence: where the business stands, what moved, why it moved, what deserves attention, and what decision or help is needed. Reporting assembles supported output. The founder or finance team still supplies the explanation and controls sharing.
- 01Where does the business stand now?
- Open with the reviewed cash, runway, burn, revenue, plan, and period context that matters to this meeting.
- 02What changed, and why?
- Place movement beside the assumption, event, or variance that explains it instead of leaving the board to infer the story.
- 03What needs attention or a decision?
- End with the question, trade-off, or help the leadership team wants the board to discuss.