board-prep

name: board-prep description: Compile financial narrative for board meeting role_groups: [finance, leadership] jtbd: | Board meetings require pulling together financial narrative from multiple sources. This gathers recent variance analyses, pulls key decisions and context, structures a board-ready narrative, and identifies questions the board might ask so you're fully prepared. time_investment: "30-45 minutes per board meeting"

Purpose

Compile comprehensive board materials with financial narrative, supporting context, and Q&A prep.

Usage

• /board-prep - Prepare for next board meeting
• /board-prep [date] - Prepare for specific board meeting date

Steps

1. Gather financial context:

   • Recent variance analyses
   • Quarter-to-date performance
   • Forecast vs budget
   • Cash position

2. Pull key decisions from recent meetings

3. Identify board-relevant topics:

   • Material changes
   • Risks or opportunities
   • Strategic decisions needed

4. Structure board narrative:

   • Financial performance summary
   • Key metrics
   • Variances explained
   • Outlook
   • Decisions needed

5. Prepare Q&A:

   • Anticipate board questions
   • Prepare answers with backup data

Output Format

# Board Materials: [Date]

## Financial Snapshot
- Revenue: [Actual] vs [Budget] ([X]%)
- Expenses: [Actual] vs [Budget] ([X]%)
- Cash: $[Amount]

## Key Updates
1. [Update 1]
2. [Update 2]

## Material Variances
[Link to variance analysis]

## Outlook
[Forecast for rest of period]

## Questions Board Might Ask
1. [Question] - Answer: [Prepared response]