While there are several approaches - all of which you should explore to find the best fit - this template captures our thoughts on a well put-together board deck.
Details
~20+ slides covering department updates, cash projections, roadmaps, and a whole lot more
~Contains tips and step-by-guide to walk you through best practices (see the "Notes" area in PPT)
~PPT format for easy modification
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Board Deck template
1. Widget Inc. Board Meeting
January 1, 2013
Widget Inc. HQ NYC
Confidential
1
2. Agenda
1 Official Board Business 9:00 AM 15 min
2 December Summary 9:15 AM 30 min
3 Functional Updates (Product, Sales & BD, Team) 9:45 AM 30 min
4 Financials 10:15 AM 15 min
1.5
5 Strategic Discussions 10:30 AM
hours
6 Close / Director’s Session 12:00 PM
2
4. Official Board Business
• Approval of Salary Options
Fully Diluted %
previous minutes (range) (range)
(NYC: Dec 1st, Total Pool Size -- 1,000,000 10%
2012) Allocated to Date -- 100,000 1%
• Review and New Grants
approve new
John Smith - $90k 45k 0.45%
employee stock Developer ($80k - $100k) (40k - 50k) (0.4% - 0.5%)
grants Sarah Brown - $110k 40k 0.4%
Designer ($70k - $90k) (60k – 70k) (0.6% - 0.7%)
• Next meeting Feb Total $200k 85k 0.85%
5th, 10am ET in
NYC Remaining
-- 815,000 8.15%
Unallocated
4
6. December Summary
Product Sales & BD Tech Marketing
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6
9. Product
Jan Feb Mar Apr
Mobile
iOS Bugs Limited Alpha Deploy iOS app
Landscape mode, random Deploy app to curated list of testers, collect feedback & Release in app store
crashes iterate
Web
Responsive Design
Launch User Profiles Enable Registration
IE, Chrome, FF
Desktop
Research initial platform to
Build app Deploy
support
9
14. Discussion
• How do we grow our business?
• What are the milestones for the next
financing round?
• Should we forge a partnership with
competitor x?
• Things keeping you up at night?
• [Board Member Name] - What should be
our go-to-market for X?
14
16. Financials
Dec ‘12
Dec ‘12 Actual Delta Notes
Projected
Praesent quis dui
Revenue $20k $10k $10k sed velit euismod.
Praesent quis dui
Gross Profit $5k $4k $1k sed velit euismod.
Praesent quis dui
Gross Burn $100k $60k $40k sed velit euismod.
Praesent quis dui
Net Burn $80k $30k $50k sed velit euismod.
Praesent quis dui
Cash Balance $500k $600k $100k sed velit euismod.
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Cash Out Date Jun ‘14 Sep ’14 3 months sed velit euismod.
16
90 day windows are a great frame to view how your business is performing and projecting. Use the “Notes” column to highlight eventsthat affected your metrics. Tip:State the variance of how each of your metrics is performing against budget.Tip: Use this slide to surface the performance of your top 5-10 metrics. Place these metrics in buckets (i.e. “engagement”, etc.) to add further perspective. Discuss with your board (via the Discussion slide later in this deck) which metrics to focus on and why they are important to assess the health of the business.
Akin to the Product roadmap, the Staffing Plan should detail your upcoming hires and their effect on your Cap and Financial tables.Tip: Sort the Plan by priority so the board knows where your recruiting efforts are currently concentrated.
Your board was assembled to help your company achieve its goals so treat these meetings as a way to “fuel up”. Use this slide to surface ways how your board can help you tackle any road blocks. Tip: Note how each “ask” impacts KPI’s and goals. Tip:Be direct in your requests by assigning tasks to specific board members. E.g. “Bob, you have an excellent footprint in the accounting community. Can you help us promote X feature as it’s synergistic with your network?”
Funnels are an excellent way to pinpoint weak points/optimization opportunities. Setting goals or targets provides perspective on your current phase.Alone, Conversion and Marketing funnels tell just half the story. Combined, they frame the whole picture of your customer acquisition and revenue generation process. Tip:Use the “Notes” area to document what steps are being taken to hit your target. Also mention the impact of achieving your target (“a 6% purchase rate would be an industry high and help us attract better affiliates”).Tip: Include how you performed against the previous month or budget.
Funnels are an excellent way to pinpoint weak points/optimization opportunities. Marketing funnels are especially useful to understand how users are getting into your conversion funnel. Alone Conversion and Marketing funnels tell just half the story. Combined they frame the whole picture of your customer acquisition and revenue generation process. Tip: Note month-over-month differences in parentheses. Formulas to Know:CPL = Costs / LeadsCost of Acquiring User (CAC) = Total cost of Sales & Marketing / # of Deals closedRevenue Per Customer = Revenue / CustomerLifetime Value of Customer (LTV) = Average Revenue per Customerx Average Lifetime of a Customer – the Cost to Serve them (COGS)Visithttp://www.forentrepreneurs.com/saas-metrics/ and http://www.bvp.com/cloud/law2 for more details.