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The Ultimate Quarterly Board Deck

Looking to get more "yes's" from your board? Discover how to craft a compelling quarterly board meeting deck that instills confidence.

Best for: CFOs and CEOs who want to emphasize KPIs and strategic goals to present financial information in a clear and concise manner.
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What's inside this Google Slides board deck template

Board meetings are stressful, especially when preparing that infamous quarterly meeting deck. This template aims to make this process a little bit easier on busy CFOs and CEOs. 

In it, you'll find 40+ slides to set you up for success. These include slides on: 

  • Company initiatives and status updates
  • Updates by departments (including examples for marketing, sales, and people teams)
  • Core key performance indicators (KPIs) 
  • Financial summary information 
  • Appendix/databook examples 

But the deck is only the beginning. Explore our tips and tricks below to ensure that your quarterly board presentation, along with your team and CEO, puts their best foot forward with the board.

Planning for a quarterly board meeting

You and your CEO don't want to be scrambling together a deck and talk track last minute for the board meeting. 

Stay ahead of the curve. Here's our recommended timeline when planning for the board meeting.

1 month out: The CEO and CFO share key topics with board members and get a pulse on 2-3 major strategic topics.

3-4 weeks out: The CEO shares the initial agenda and deck skeleton with the executive team.

2 weeks out: The CEO and CFO consolidate and review slides from the cross-departmental executive teams.

7-10 days out: Practice the full run of show with your executive team. Fill in any gaps that come out of that meeting.

3-5 days out: The CEO shares out the finalized deck with board members. 

Week of: The CEO calls each board member to address any outstanding questions. 

Day of: Take a deep breath, you've done the hard work. 

4 tips for showing the right amount of data

How much too much data? How many charts and financial figures should you be sharing in the main deck vs. the appendix? 

You have questions, we have answers. Here are 4 tips and tricks to keep in mind when sharing data in your quarterly board decks: 

  1. Send the appendix/data deck ahead of time. It will answer all of the questions upfront that may derail the meeting.
  2. A picture is worth a thousand words. Wherever possible, use visuals (graphs, charts, scoring systems, etc).
  3. Start with the high-level takeaways and be prepared to drill down. Don’t try to share everything on a slide all at once. Let the board ask questions and you will shine.
  4. Always share context on the numbers. Is $1M good, bad, or on track? Using visual cues such as red/yellow/green is a simple way to share a lot of context at once around your numbers. 

What to present when presenting a new plan

Looking to get the buy-in of your board on a new plan? Make sure you have a compelling story to tell. 

Short-Term vs. Long-Term

Share the short term through the long term.

An annual plan should be shown alongside a long term (3 or more years) plan, and broken down by quarter. Don’t forget to sum the years appropriately so the board can clearly identify the timeline.

Compare Scenarios

Increase your chance of approval by having multiple versions of the plan: best case, worst case, most likely.

This allows reviewers to see the effect of risk and reward.

Compare Versions

If this is an update to a prior plan, show where and how it differs across each version so everyone sees what is changing.

Common pitfalls to avoid during a board meeting

Now that you have a strong foundation, let's dig into what you should MAJORLY avoid doing during any board meeting:

Don’t wait until the last minute. Board prep should start about a month before the board meeting takes place.

Don’t create too much new work for the board meeting. Design a set of standard KPI slides and use them for managing your business and reporting out to the board.

Don’t forget to practice your mental math. If you don’t know the answer to an on-the-spot question, you can often share parts of it (e.g., it’s roughly 20% of last quarter’s number).

Don’t be too precise. Accuracy is good, but too much precision can dilute the message. Know the board's materiality threshold and report on it (e.g., $millions vs. $thousands).

Key questions for a quarterly board presentation

The ability to address key financial questions not only provides transparency but also forms the foundation for strategic decision-making.

  • What were the quarter's financial results, and were there significant changes in revenue, expenses, or profitability compared to the previous quarter and the same period last year?
  • How closely did the actual results align with the key budget assumptions, and what major variances occurred, along with their underlying reasons?
  • How is the company's cash flow and liquidity being managed, including any notable changes in working capital or cash conversion cycles?
  • What progress has been made on previous quarters' strategic initiatives, and are there any adjustments to the plan based on market conditions or internal factors?
  • What are the key risks facing the company, and how is the organization mitigating them, with any notable changes in the risk landscape since the last board meeting?
  • What is the outlook for the next quarter and the remainder of the fiscal year, including any changes to previous guidance and the factors that may impact future performance?

Additional resources

Grab your free quarterly board deck template for Google Slides

Our free quarterly board deck template is designed to simplify your presentation, offering a user-friendly framework for clear, professional, and impactful communication with the board.

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Download Your Free Quarterly Board Deck Template

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