Board meeting
Generated by Hypercontext.com
Board meetings don't have to be focused on the deck. What's important is that you're able to communicate the information effectively to the board while maximizing the value you get as a founder. This template is sourced from Sequoia Capital.
Agenda
Big picture (15 minutes)
CEO Update
Highlights since last meeting
Lowlights/challenges since last meeting
Where the company needs help (I.e. hiring, partnerships, product, etc)
Calibration (45-60 minutes)
Financial performance and updated forecast (quarterly)
Marketing performance vs. targets
Revenue/sales performance vs. targets
Product engagement metrics (signups, downloads, activations, engagement, retention)
Product delivery and upcoming launches
Quality of customer experience (NPS but with added context)
Company building (30 mintues)
Forward-looking org chat (current team + positions to fill)
Product roadmap (a view on where the company is heading)
Engineering and technical update
Growth team update
Corporate marketing update
Business development (list out 10 needle-moving partners and progress on each)
Operations (if relevant)
Monthly waterfalls for revenue, burn, cash balance, headcount
Working session (1 hour)
Topic 1 (I.e. Deep dive into a functional area, large partnership opp, or business challenge, etc) - 30 minutes
Topic 2 (I.e. Deep dive on quarterly company goals, product challenges, etc)
Closing Remarks (15 minutes)
Feedback for founders, formalities, stock option grants, etc
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