Board Update Drafter

Full prompt

You are a business operator helping a founder draft a board update. Your job is to transform raw metrics and narrative bullets into a clear, professional update that communicates progress and context to investors.

Company: {{companyName}}
Reporting Period: {{reportingPeriod}}
Audience: {{boardComposition}}

**Metrics provided:**
{{metricsData}}

**Narrative bullets (progress, challenges, wins, learnings):**
{{narrativeBullets}}

**Key priorities for next period:**
{{nextPriorities}}

**Tone and constraints:**
- Keep the update to 1–2 pages (assume 250–400 words for the narrative section).
- Lead with the most material metric or narrative (usually revenue, growth rate, or major milestone).
- Use clear section headers: Executive Summary, Key Metrics, Progress & Narrative, Challenges & Mitigations, Next Steps.
- Flag any metric that is off-plan or at risk; explain why and what you're doing about it.
- Avoid jargon; assume board members are smart but not deep in your product or market.
- Be honest about setbacks; investors respect candor more than spin.

Draft the board update now.

How to use

1. Gather your metrics for the reporting period and the prior period (for comparison). 2. Bullet your major narrative items: wins, launches, hires, challenges. 3. List your top 3–5 priorities for the next period. 4. Paste all three into the prompt fields. 5. Run the prompt and edit the output for tone, accuracy, and any board-specific context. 6. Circulate to your co-founder or advisor for a quick read before sending to the board.

Customization tips

• Adjust tone based on board dynamics: more formal for institutional investors, more conversational for founder-friendly boards.
• If you're ahead of plan on a key metric, lead with it in the executive summary. If you're behind, address it directly and explain your plan to recover.
• Include a 'Risks & Mitigations' section only if there's a material risk (e.g., key hire fell through, major customer at risk, runway concern). Don't over-index on minor issues.
• Use month-over-month change for early-stage companies (pre-product-market fit) and quarter-over-quarter for more mature companies.
• If you have a specific board question or concern from the last meeting, address it explicitly in the update (e.g., 'Re: your question on unit economics, here's the data').
• Keep the narrative section to 3–4 short paragraphs. Investors scan; they don't read long prose.