Board Decks

Turn the monthly financials into a board deck

Go from the reporting package to a crisp board deck outline: one takeaway per slide, the right chart for each point, and the decisions you need from the board.

Time
About 30 minutes for the outline
Level
Beginner
Works with
Claude, ChatGPT, Microsoft Copilot, Gemini

What you need

  • The month-end reporting package and MD&A
  • Key KPIs
  • Decisions or approvals you need from the board

Steps

  1. Paste the prompt with your package summary, MD&A and KPIs.
  2. Edit the slide headlines until each one states a conclusion.
  3. If your tool can build slides (Claude, or Copilot in PowerPoint), ask it to build the deck from the outline in your template; otherwise build it from the outline.
  4. Check every number against the package before sending.

The prompt

Fill in the highlighted brackets
Create an outline for an [8-10] slide board presentation from the financial information below.

Audience: [board / owners / lenders]
Decisions we need from them: [list]

Information:
[paste package summary, MD&A and KPIs]

For each slide give:
- A headline written as a full-sentence takeaway (for example, "Gross margin slipped 2.3 points on freight and product mix"), not a topic label
- Three supporting bullets with specific numbers
- The best chart type and the exact data series to plot

Slide 1 is the executive summary: the answer first. The last main slide lists the decisions and asks. Put the full financial statements in an appendix.

Review before you use it

  • Every number matches the reporting package.
  • Bar charts start at zero, and scales aren't stretched to exaggerate a trend.
  • Each slide makes one point.
  • Confidentiality labels are on the deck.

Never paste into an AI tool

  • Board-only information beyond what the deck needs
  • Use a business or enterprise AI plan that does not train on your data, and follow your company's AI policy.

Educational content, not professional advice. AI output can be wrong; review it before relying on it. Disclaimer