A free board report template by readywhen. Full guide, prompt and connectors: https://readywhen.ai/board-report-template

How to use: click Duplicate (top-right) to copy this into your own workspace, then fill it in. Or let readywhen draft it from your real numbers, so you just approve.

Board report · [Company] · [Month YYYY]

Prepared by [name] · Sent [date] · Meeting [date]

1. CEO summary

• The one thing this quarter: …
• Headline metric and trend: …
• Overall: on track / at risk / off track

2. Decisions we need from you

• Decision 1: … (context in the deep dive)
• Decision 2: …

3. Key metrics (this period / last / target)

• Revenue / ARR: …
• Cash and runway (months): …
• Pipeline / new customers: …

4. Progress vs last quarter's commitments

• [Commitment] → done / slipped and why

5. What's off track (and the plan)