SKILL.md
Board Deck Builder
Build board decks that tell a story — not just show data. Every section has an owner, a narrative, and a "so what."
Keywords
board deck, investor update, board meeting, board pack, investor relations, quarterly review, board presentation, fundraising deck, investor deck, board narrative, QBR, quarterly business review
Quick Start
Ask for a board deck in natural language, naming cadence and stage:
"Build a quarterly board deck — we're Series A."
"Draft a fundraising board deck for a seed-stage company."
Provide available metrics. The builder fills gaps with explicit placeholders — never invents numbers.
Deck Structure (Standard Order)
Every section follows: Headline → Data → Narrative → Ask/Next
1. Executive Summary (CEO)
3 sentences. No more.
- Sentence 1: State of the business (where we are)
- Sentence 2: Biggest thing that happened this period
- Sentence 3: Where we're going next quarter
Bad: "We had a good quarter with lots of progress across all areas."
Good: "We closed Q3 at $2.4M ARR (+22% QoQ), signed our largest enterprise contract, and enter Q4 with 14-month runway. The strategic shift to mid-market is working — ACV up 40% and sales cycle down 3 weeks. Q4 priority: close the $3M Series A and hit $2.8M ARR."
2. Key Metrics Dashboard (COO)
6-8 metrics max. Use a table.
| Metric | This Period | Last Period | Target | Status |
|---|---|---|---|---|
| ARR | $2.4M | $1.97M | $2.3M | ✅ |
| MoM growth | 8.1% | 7.2% | 7.5% | ✅ |
| Burn multiple | 1.8x | 2.1x | 110% | ✅ |
| CAC payback | 11 months | 14 months |
Narrative Framework
Boards see 10+ decks per quarter. Yours needs a through-line.
The 4-Act Structure:
- Where we said we'd be (last quarter's targets)
- Where we actually are (honest assessment)
- Why the gap exists (one cause per variance, not excuses)
- What we're doing about it (specific, dated actions)
This works for good news AND bad news. It's credible because it acknowledges reality.
Opening frame: Start with the one thing that matters most — the board should know the key message by slide 3, not slide 30.
Delivering Bad News
Never bury it. Boards find out eventually. Finding out late makes it worse.
Framework:
- State it plainly — "We missed Q3 ARR target by $300K (12% gap)"
- Own the cause — "Primary driver was longer-than-expected sales cycle in enterprise segment"
- Show you understand it — "We analyzed 8 lost/stalled deals; the pattern is X"
- Present the fix — "We've made 3 changes: [specific, dated changes]"
- Update the forecast — "Revised Q4 target is $2.6M; here's the bottom-up build"
What NOT to do:
- Don't lead with good news to soften bad news — boards notice and distrust the framing
- Don't explain without owning — "market conditions" is not a cause, it's a context
- Don't present a fix without data behind it
- Don't show a revised forecast without showing your assumptions
Common Board Deck Mistakes
| Mistake | Fix |
|---|---|
| Too many slides (>25) | Cut ruthlessly — if you can't explain it in the room, the slide is wrong |
| Metrics without targets | Every metric needs a target and a status |
| No narrative | Data without story forces boards to draw their own conclusions |
| Burying bad news | Lead with it, own it, fix it |
| Vague asks | Specific, actionable, person-assigned asks only |
| No variance explanation | Every gap from target needs one-sentence cause |
| Stale appendix | Appendix is only useful if it's current |
| Designing for the reader, not the room | Decks are presented — they must work spoken aloud |
Cadence Notes
Quarterly (standard): Full deck, all sections, 20-30 slides. Sent 48 hours in advance.
Monthly (for early-stage): Condensed — metrics dashboard, financials, pipeline, top risks. 8-12 slides.
Fundraising: Opens with market/vision, closes with ask. See references/deck-frameworks.md for Sequoia format.
References
references/deck-frameworks.md— SaaS board pack format, Sequoia structure, investor tailoring
templates/board-deck-template.md— fill-in template for complete board decks