13 Tips on How To Nail a Presentation To the Board of Directors

Martina Bretous

Published: January 13, 2021

In college, I always made it a point to listen intently to presentations. I knew how stressful and nerve-racking it was to present in a room of peers and authority figures.

board of directors listens to man's presentation

I would nod feverishly to let presenters know I was invested in their presentation. And they knew it too. They often zeroed in on me as I became their focus point and silent motivator. The fixation felt awkward at times, but that felt like one of my small contributions to society. That, and an endless supply of cat videos.

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Back then, the stakes were relatively low. But when you’re tasked with putting together a presentation to a board of directors, the pressure’s on.

But with a few tricks in your arsenal, you won’t need a sympathetic audience member to gauge how well you’re doing.

Let’s walk through some tips to prepare for your presentation and review some things to avoid.

How To Make a Presentation To the Board

  • Know your audience.
  • Plan ahead.
  • Structure your presentation.
  • Keep it concise.
  • Set up early.
  • Incorporate visuals into your presentation.
  • Focus on results.
  • Send materials beforehand.
  • Build confidence with your power outfit.
  • Rehearse your script.
  • Don't fall into the PowerPoint Trap.
  • Read the room.
  • Include time for questions.

1. Know your audience.

Knowing your listeners is as important as the content of your presentation. When you understand their priorities, you can put together a presentation that speaks directly to them.

If you don't know the board well, do some research and get answers to these questions:

What does the board care about?

This will help you see from what lens they look at things. For instance, a board keen on community impact may not be drawn to a presentation focused on return on investment (ROI).

There are a few ways to find this out. You can start by looking into each board member’s professional background. If most members have a finance background, for instance, you’ll want to make sure you cover any financials as it relates to your presentation. This could be cost, expected ROI, or operating margins.

You can also get some insight into what the board cares about by looking back at your interactions with its members. Think about the conversations you’ve had: What comes up most often? Is it company culture, profit, philanthropy, innovation, or something else?

What are their main concerns?

A board of directors is responsible for making decisions that will ensure the growth and sustainability of a company. So naturally, they will be looking out for anything that may impede that process.

Common concerns a board may have are:

  • Costs: How much time and money will it require?
  • Timeline: How long will this project take and is that timeline feasible?
  • Risks: How risky is your proposal and what is the risk-to-return ratio?

You may find that each board member has a different focus, which means your presentation should be well-rounded to tackle these issues.

Once you know this answer, you can subtly handle each concern throughout your presentation. Getting those answers will help you create a presentation that not only interests your audience but also aligns with their goals. This, in turn, will bring you much closer to accomplishing the plans laid out in your presentation.

board meeting presentation

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2. Plan ahead.

The next step in delivering a great presentation is making a plan. This means figuring out the focus of your presentation, what you’ll cover, and what you’ll leave out.

A presentation should follow the structure of any good movie, with a beginning, middle, and an end. Here’s an example outline for a presentation where the head of the marketing team is proposing course offerings as a new lead generation channel.

Presentation outline example

The middle is the meat and potatoes of your presentation. You'll likely spend time providing data, contextualizing it, and explaining your approach.

Your ending should bring together your key points and leave your audience with actionable steps. Because what good is providing the information if you have no plan for what to do moving forward?

3. Structure your presentation based on the board’s process.

Not every board of directors operates in the same way. Sure, there are standard guidelines for every meeting. However, the approach may vary for presentations.

Some may operate more like a town hall, pausing periodically to discuss the points as they come up. In this case, leave room after each section of your presentation to discuss what was covered.

Others may follow the more standard approach: presentation followed by a discussion. Studies show that humans remember best the beginning and end of what they read, hear, and see. What’s in the middle tends to get lost. With that in mind, consider sharing your most pertinent information toward the beginning and end of your presentation.

4. Keep it concise.

One thing board members aren’t known for is open availability. That said, you want to make the most of your time with them. How do you do that? Stick to the scope of the presentation.

While it’s great to incorporate storytelling, avoid getting sidetracked and wasting time. Be clear and keep it simple.

If you’re showing data, only share one highlight per data graph. There are several reasons for this:

  • Data itself doesn’t tell a story. You, as the presenter, do. As such, you have to explain what it means and why it matters. Let’s say lead generation at your company has plateaued in the past year across all channels. That’s all the data says. But during your research, you realize it’s due to a shift in how your audience is consuming information. Your role is to present the data and explain the "why" behind the plateau along with a solution.
  • You want to prevent information overload. Share the piece of data that best supports your points and has the most impact. For instance, if a new lead generation channel is the focus of your presentation, diving into the specifics of another channel may not be worth your time.

If you leave it to your audience to make sense of the data, they might reach a conclusion that doesn’t align with your message.

5. Set up early.

There’s nothing more awkward than silence during a technical difficulty.

Everyone’s looking at you while you’re figuring out why technology has forsaken you. The more time the issue takes to resolve, the more panicked you get. We’ve all been there.

To avoid this, set up early and do a run-through before your scheduled presentation time. It’ll give you time to get familiar with the space and any technology you’ll need to run during your presentation.

6. Incorporate visuals into your presentation.

When choosing between words and media, pick the latter.

Visuals help us make sense of information at a much quicker pace than words do. We’re also better at remembering what we see versus what we hear by 55% – it’s called pictorial superiority .

It’s also beneficial to keep your visuals simple. If you have too much going on, your audience will be confused. But if it’s too bare, it will take too many visuals to paint the picture. So, pull your most significant data and use data visualization tools to design intuitive graphics.

7. Focus on results.

A board of directors typically focuses on big-picture decisions that will have a long-term impact on the company.

In this vein, every piece of your presentation should get you closer to answering these questions:

  • " Why does this matter? "
  • " What is the long-term impact? "
  • " How does this bring the company closer to its goals? "
  • " Any potential roadblocks? How will you address them? "

Incorporating these answers into your presentation will set you up for a smoother Q&A session.

8. Send materials beforehand.

Depending on what you’ll be covering in your presentation, it may be helpful to send the board materials to review in advance. This should only be supplemental information that would be too time-consuming or distracting to cover in a presentation, like reports and demos. This way, the focus during the presentation will be on the "why" and not the "how."

The one material you don’t want to send is your presentation, as you want to be the one to contextualize it. Otherwise, the board might form an opinion based on limited information.

A week before the meeting is a good rule of thumb, leaving room for you to respond to initial comments or feedback.

Think of this process as an advantage. You get insight into what the board members may bring up during the meeting and more context to prep. Secondly, it ensures everyone is on the same page ahead of the meeting. That way, you can dive straight into key points during your presentation without covering minute details.

9. Build confidence with your power outfit.

Building confidence is one of the less concrete tips on the list to implement. But the good news is, there are research-backed techniques you can use to achieve it. One of them is right within your reach: clothing.

Many of us can relate to the feeling of trying on clothes in a fitting room and feeling like a million bucks. It tends to put us in a better mood and shift our perspective.

Well, turns out there’s a reason for this. In 2012, two researchers coined the term " enclothed cognition " to refer to the impact clothes can have on the psyche. They found that the clothes we wear can shift our perspective.

In that spirit, put on your best blazer or suit the day of your presentation. That outfit may be just the boost you need.

10. Rehearse your script.

During a presentation with a board of directors, you want to avoid the Michael Scott approach at all costs.

Instead, go the exact opposite route: practice. Practice is the cure to presentation jitters and the formula for seamless delivery. The more familiar you become with your content, the better the presentation will be.

If it’s been a while since your last presentation, start by practicing in the mirror. You’ll immediately notice any mannerisms that may be distracting to your audience. Recording yourself also works great.

Then, practice in front of an audience. And, unfortunately, your dog won’t cut it for this one. Practice with family or friends who can give you feedback on how to improve.

And remember: You’re the only one who knows your speech and presentation. So, if you mess up or forget to mention something, you’re likely the only one who noticed.

11. Don’t fall into the PowerPoint trap.

You’ll likely use a tool like PowerPoint to guide you during your presentation. Yet, it’s important that you don’t overly depend on it.

For instance, packing your slides with heavy text or bullet points is a surefire way to lose your audience. In fact, 40% of respondents in a 2018 study by Prezi said it caused disengagement and made it harder to retain information.

So, stick to one key point on each slide. It’s easier for your audience to remember and prevents information overload.

12. Read the room.

Even if you follow every tip listed above, you might hit a point in your presentation where there’s a disconnect between you and your audience. You might notice confused looks or a shift in body language. If that happens, that’s your cue to pivot.

If your audience seems confused, dive in a little bit deeper on your point. If you sense disagreement, tackle those concerns head-on.

Let’s say you’re proposing a new initiative for the company, and you sense some pushback on the timeline.

You can address it by saying something along the lines of, " You may have some concern regarding the timeline and whether it’s feasible given our current projects. While the timeline may seem tight, we have factored in X, Y, and Z, and, given our past initiatives, we believe this timeline will account for A, B, and C ."

A response like this can mitigate the situation while still keeping you on track.

13. Include time for questions.

As a foodie, dinner for me isn’t complete without a good piece of chocolate. Whether it’s a KitKat or a chocolate cake, having chocolate after dinner feels like the perfect ending. Q&A sessions are kind of like that. It’s the audience’s chance to ask questions and discuss the presentation.

Be ready for questions regarding the data and solutions you presented. The length of the Q&A session will vary depending on the length of your presentation, the size of the board, and other factors.

Additionally, it’s your opportunity to address any looming concerns and re-emphasize your key points. Not sure what to do if you don’t have an answer to something? Here are a few responses:

  • "That’s a great question. I don’t have an answer for you at the moment, but I will follow up over email by end of day."
  • "I don’t have much experience in that X [topic/department/]. However, I will reach out to X and get back to you within a week."
  • "We haven’t explored that yet, but what I can tell you is …"
  • "That’s a great point we hadn’t considered before. My team and I will reconvene and strategize on the best way to approach this."

When the stakes are so high, a presentation to the board can seem daunting. By incorporating these tips into your strategy, you can remove the stress and focus instead on your delivery.

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Board Meeting Presentation Template

Preparing for your next board meeting? Make an impression by putting together an impactful presentation with Beautiful.ai’s customizable board meeting presentation template. Our template will help you host a productive, efficient board meeting that reflects on company progress, refines goals, and celebrates company wins.

Use a board meeting presentation to:

  • Align on key company initiatives
  • Share updates with the board
  • Evaluate campaigns or goals

Board Meeting Presentation Sample

Customize your board meeting presentation. Make an impact with your presentation by using graphs, charts, timelines, diagrams, and sales funnels. Each of these graphics can easily be added to your board meeting presentation template with just one click. Some potential slides to include are:

TITLE SLIDE

Pro Tips for Your Board Meeting Slides

Consider these tips when building your board meeting slides.

You need an agenda to outline your presentation, but you also need objectives. Explain what you want to get out of the board meeting by stating your objectives up front.

Include brief summaries for each department or section in your presentation. Summaries ensure that your info sticks with the board.

Acknowledge your team members’ hard work. It reminds your board that the people in the company are the most valuable asset in the business.

Your board is busy, and no one likes to have their time wasted. Keep your presentation as concise as possible.

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3 Ways to Nail Your Presentation to the Board

  • Daniel Casse

board meeting presentation

No one wants a bored board.

The boardroom is a distinct forum that requires a different type of presentation and preparation. In this article, the author outlines three practices every business leader should embrace to enhance their board presentations: 1) Start with a governing thesis: a big idea or perspective that captures the main point of the discussion. Presentations that start this way leave the audience with a compelling message. 2) Understand that the CEO is not the target audience. A board presentation has to provide some quick refreshers on the operating environment and — more importantly — identify the biggest problems that need fixing. 3) Steer the presentation toward getting valuable feedback. Instead of concluding remarks that restate key business results, share two or three important ideas that will drive future success and concerns that could benefit from director input. The goal: Get the board’s validation or critiques of a proposed course of action. The result, invariably, is a mix of candid feedback and intelligent, probing questions that create thoughtful board engagement.

For most executives, even those at the most senior level, a presentation to the board of directors is the most demanding test of leadership communications. Very few succeed.

board meeting presentation

  • DC Daniel Casse is the president of G100 Chief Executive, a group of public and private company CEOs that has been meeting for 20 years. He is also president and managing partner of High Lantern Group, a strategy and communications firm.

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board meeting presentation

Our tips on how to run a board meeting will help any CEO or chairperson line up with all of the must-haves and must-knows to run a productive board meeting. We'll give you advice and answer some of the most common questions on board meetings around the web. We'll also give you a run through our free board meeting presentation template to help you craft your slides for a board meeting. So, stick with us so you can run board meetings like a pro in no time!

What is a board meeting?

A board meeting is an official gathering of the members of a company's Board of Directors (or equivalent) to discuss business matters. It usually takes place once per month.

The purpose of a board meeting is to allow directors to share their views about the company's performance and future plans. The meeting may be held at the office of the company, or it may take place via video conference.

Board meetings typically last between one hour and two hours. They are often chaired by the CEO or another senior executive.

How often do board meetings take place?

Often held twice a year or every quarter, the frequency of board meetings truly depends on an organization's stage. Given the necessary direction, board meetings can happen as frequently as weekly or scheduled as sparingly as once a year.

When should I hold my next board meeting?

If you're looking to start planning your next board meeting, we recommend starting now. You don't want to wait until the end of the fiscal year or even the beginning of the new fiscal year to set dates for your next board meeting.

Why is holding regular board meetings important?

Regular board meetings allow directors to share their thoughts and opinions regarding the company's performance and strategy. This gives them insight into what's going right and wrong within the company. It also allows them to provide feedback on the company's strategies.

Regular board meetings also ensure that everyone has equal access to information. All directors have the opportunity to ask questions and voice concerns about the company's progress. In addition, they can offer suggestions and ideas to improve the company's performance. 

A primary goal of these meetings is to be as effective as possible, so bear in mind there's no sense in calling a board to gather for items that should be cleared otherwise.

What does a board chair do?

A board chair's role is to facilitate a board meeting following a company's mission, vision, and desired direction. To do so well, the board chair should keep an eye out for what's best for the company. Use leadership skills to allow that conversation to take place in a tone that goes hand in hand with the company's culture. Relevant to this role is the lack of right to vote, except when doing so will change the outcome of a decision. Another case is votes made by ballot.

A board chair will also work alongside a company's CEO or Executive Director to run a meeting that suits the board's priorities. Yet, a person in this role is also responsible for getting new board members and helping with their development.

In meetings, chairs will actively call upon each attendee to bring out their strengths for the best possible collective discussion. Once their role comes to an end, they'll also help find the next board chair to take their place.

Decide if a matter is best addressed in a committee. One of our tips on how to run a board meeting as a board chair is for you to freely designate a particular job as a task to a set group of people when most appropriate.

How do you conduct a board meeting?

A productive board meeting starts with a well-thought-out agenda that the board chair distributes ahead of time. This distribution should include any lengthy documents that the board needs to read in preparation for the meeting. As a tip, sometimes a quick phone call can keep many items from popping in a board meeting. If possible, call board members just to check in before a meeting. Doing so might clear an otherwise hectic air during a board meeting.

As to how to conduct a board meeting per se, start by setting an energetic and highly positive tone, and check if there's a quorum. If there is, call the meeting to order as we describe in detail below and go over the agenda. Ask for approval of the board to the items you just read. Make sure everyone agrees with what'll be covered exclusively during the session. Add, amend, or delete items as needed and then sign the minutes provided by the secretary.

Give room for reports from either the Executive Director or any committee, including the audited financial one. Move on to old, new, or other lines of business and do so orderly, keeping discussions within the scope of the company's best interest.

To close your board meeting, thank everyone present before you call the meeting to adjourn. Also, touch base with the Executive Director for any items before you work with the secretary on a final and closing record.

It's also great to send an email after the meeting to all board members with a summary of the most relevant aspects, including all action items that were discussed.

How do you call a board meeting to order?

Calling a board meeting to order is a matter of giving a quick statement with the precise start time and date of the meeting to literally let people know the session started. In case there are any new or retiring members, give them welcome or farewells where they are due, and acknowledge any visitors to the session.

How do you make a motion in a board meeting?

To include a motion for consideration, a board member simply needs to say they move a specific action. If seconded, which is mandatory and not tied to the affinity of content but to the motion taking place, then the motion can be discussed.

As a proposal for an action brought in front of a board, a motion allows the group to make decisions and give a company directions on particular areas. You should know there are different kinds of motions, including main, subsidiary, privileged, and incidental.

Now, let's move on to our set of tips on how to run a board meeting everyone will enjoy. How effective you make these is at the center of how pleased a board is to get their job done in a productive environment.

How to run an effective board meeting:

  • Work alongside the company's CEO or Executive Director
  • Create a meeting agenda and distribute it ahead of time
  • Bring a board meeting presentation to keep items on track
  • Be on top of your body language for the meeting
  • Allow people to settle after they arrive
  • Set a positive and engaging tone for the meeting
  • To start, highlight the board meeting's purpose and its items for discussion
  • Promote decision-making throughout the meeting
  • Addresses confidentiality, conflicts of interest, or other policies when needed
  • Close the session within the expected timeframe

How do you impress a board meeting?

It all starts with preparation. Before attending a board meeting, prepare thoroughly so that you will be able to answer questions and present your case effectively.

Prepare well by researching the company, its products and services, competitors, and industry trends. Know what information you want to share and how it will benefit the audience.

The more prepared you are, the better impression you'll leave with the board and others.

If you're presenting a report or another document, make sure it's written clearly and concisely to ensure the message gets across.

Don't forget to dress appropriately and look professional.  

Create a board meeting presentation

Bringing a board meeting presentation to a session will help keep the meeting on track, and the audience engaged. Our free board meeting presentation template is a perfect example of the necessary slides to make a board meeting the most effective use of everyone’s time. 

After a cover slide that follows a clear agenda, we give you room for: 

  • meeting highlights
  • graphs on revenue
  • monthly user figures
  • user churn data
  • monthly revenue 
  • the vital annual run

Yet, we also accommodate team updates in a slide, including KPI updates, a specific section for you to outline the roadmap, a slide for core acquisition channel updates, and business development. 

We also order business development notes visually unto a slide. And we made room for financial and operational updates followed by profit & loss charts and milestone displays. Our last slide concedes formalities.  

Give our template a try or let our team of professional designers exclusively polish your content and design. We’re here to help you any way you need! Best of luck running your next board meeting!

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When there’s a board meeting there is always lots of people to impress. How do you usually handle that pressure? Having a well-designed, formal and original presentation backing you up can be a game changer when presenting business data. Take a look at this design from Slidesgo, it has been tailor made for business companies that want to keep up to date. The slides have a formal yet creative design that combines geometrical shapes with minimalistic backgrounds. This presentation also includes tools for your speech: graphs, maps, tables and infographics. And they are all editable!

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Best Tips on How to Present to the Board of Directors in 2022

Top tips for nailing your presentation to The Board 👨‍💻️

13 min read

A presentation being done at a board meeting

Table of Contents

You would hope that most people who sit on Boards of Directors know their stuff. They are experienced, proven, successful business leaders (sure, that might not always be the case… but as a rule). So, you need to have your act together whenever you go in front of them. You probably don’t need us to tell you that. You might well be feeling some trepidation at the thought – that’s probably why you’re reading this article. Well, don’t worry, we can help you improve your board presentation skills.

Whether you present to the Board regularly or have one big opportunity to get in front of them and show your stuff, you’ll want to do the best job you possibly can and create an impactful presentation. So, read through our top tips for presenting to the Board and you’ll know exactly how best to approach your presentation. Knowing what you need to do will bring confidence… and that’s half the battle!

We’ll take you through what you need to do to in terms of preparation, what you should consider when it comes to the content of your presentation, and some top tips for delivery.

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Here’s our list of tips for nailing any presentation to the Board:

Be well prepared (make sure you have all the materials and information you will need)

Know your audience

Ask to see the full agenda

Don’t use jargon

Know the exact points you want them to remember, use data and benchmarks, make your slides look decent, get your materials right, do not read from notes.

Smile, don’t be afraid of humour

DO NOT go over time

Be ready to answer questions.

So, let’s take a look at each of these points in more detail….

Be prepared

Remember, if you fail to prepare, you prepare to fail. Don’t wing it. Presenting to the Board is important – even if you’re the CEO and do it regularly, you will almost always be presenting to the Board with a very specific and important goal in mind. Maybe you need to get approval, buy-in or sign-off for an initiative, or you’re hoping to secure investment for a project. Whatever the purpose of your presentation, if you’re in front of the Board, it’s important and worth doing properly.

So, make sure you prioritise this presentation and make the time to properly prepare for your next board meeting. Try not to leave this until the last minute. Ideally, you’ll do your preparation far enough in advance to allow time for you to put it down for a few days and then revisit it with fresh eyes. That’s a great way to double check your key messages are clearly coming through.

And here is exactly what you should do to prepare…

Do your homework on all the Board Members – know their experience and their expertise. And, if you’ve never met them before, make sure to find a photo of them so you can put faces to names and bios.

Knowing their backgrounds and experience will help you craft a presentation that doesn’t patronise or assume knowledge where it isn’t. You can also subtly direct particular parts of your presentation to the most relevant Board Members to help engage them and ensure you have their attention.

Ask to see the full agenda for the Board Meeting

It’s a good idea to know the context you are presenting in so you can get a sense for how the Board Members might be feeling. What are you following? Will they been exhausted from looking at spreadsheets or will they be relatively relaxed after a coffee break? Know your context and present accordingly.

Unless you are 100% confident that everyone in the room will understand it, avoid jargon. And remember, it’s important to explain any technical concepts in a relatable manner in order to keep them engaged. Board Members will be from a variety of backgrounds and experiences (that’s what makes a good Board) so you cannot assume everyone has the same level of knowledge of your area. Don’t take the risk of losing their attention or obscuring your meaning by using language they may not understand.

When planning your content, summarise your presentation and decide what the crucial points you want to get across are. If the Board Members only remember 2 or 3 points about your presentation, what would you want them to be?

When you’ve boiled down what you’re saying to those most important points, look back over your presentation and double check they are coming across loud and clear. Consider making a summary slide and ending the presentation on a reinforcement of those key points.

As it’s often said, it’s hard to argue with facts… so infuse your presentation with as many as possible, especially if you’re trying to win buy-in for something. Back up what you’re saying with data, stats or metrics and key performance indicators. If you make a point about performance improvement, show the data that demonstrates that. If you’re offering a growth projection, show the data that supports that hypothesis.

Then make sure you present that data in an interesting way. Data visualisation is an important skill to have and can help you transform presentations and bring numbers to life. Consider using graphs and diagrams instead of flat figures. This can really help the more visual people in your audience absorb the point you’re trying to make.

Remember, if you’re presenting data, don’t just show the stats without offering some analysis or a conclusion. What does this data tell us? What have you learnt from it? Does it drive any decisions or actions?

Also remember to give the board context for each data point. Is that a good or bad performance? It’s no good showing a conversion rate, for example, without giving any sort of indication as to how that compares to expectations or industry averages. Try to include benchmarks for reference.

You’d be surprised how many people don’t give this the focus it deserves. This is particularly important if you’re going to be one of a series of presentations during the Board session. If you’ve spent the time to make your slides look engaging, then it’ll help you stand out.

If you have slides with a list of bullets, think about how they can be presented in a more visually engaging way. A list of bullets could become a grouping of different icons or images, each illustrating your different points with some supporting words underneath.

It’s worth getting a proper design brain to help you with this. Even if you just ask them to input on a few slides in your deck, you can then take the design improvements they’ve made to those slides and extend the same principles across the whole deck.

Spending time to make your presentation deck look good will not only help engage your audience and get your point across; it also shows that you have put the work in and are taking this seriously. That level of effort won’t go unappreciated by The Board.

No doubt there will be a Board Pack or Board Report you need to contribute to. Get that ready as far as you can in advance. If you do send materials in advance, do assume they’ve been read by the time it comes to your presentation, and don’t just repeat what was in the papers – that’ll feel like you’re wasting the Board Members’ precious time and that will annoy them.

This might seem obvious, but it’s worth noting here so you remember to factor in enough time for this. Some people like to practice in front of a trusted colleague, family member or friend, others are more comfortable in front of the mirror. Either way is good.

How you practice and how much does really come down to personal preference, but just make sure you get to the point where you’re confident in your delivery and you don’t have to struggle to remember what comes next.

It’s also worth bearing in mind that there is such thing as over practising. You don’t want to don’t kill all energy from your presentation and get to the point that you’re just reciting it like a robot!

We’re all for writing down what you want to say – it’s always better to be prepared and have properly thought through what you need to get across and how – but that doesn’t mean you should read it. The secret is to write what you’re going to say and then to learn it.

You can either write a full script, or some detailed notes. If you’re writing a script, it’s extremely important to write as you speak. Don’t think of this as an article or report – it’s a script to be spoken – so worry less about punctation and more about the flow of your words. Try speaking your ideas first… and then write them down.

If you don’t think you can pull off a natural enough delivery of a script, then don’t write one, write notes instead. But then you must practice and practice delivering the presentation based on the notes you have read – this will eliminate ums and errs and hesitations and ensure you have a smooth delivery where you’re confident of everything you’re saying.

Smile, use some humour if the context is right

Make your presentation at least mildly entertaining. People always remember presenters that made them smile, or even laugh. But it’s a fine balance – don’t rock up with a full comedy set, or launch into some physical slapstick humour, whatever you do.

If you opt for some humour, make sure you read the room. If little jokes are not landing, then ditch the rest, they might not be in the mood. And if you know your Board of Directors have zero sense of humour, then just stick to smiling and being upbeat – don’t try for laughs that aren’t there!

And, of course, don’t roll out the gags if the subject is particularly grave or if you’re presenting a cost reduction strategy that involves redundancies.

Give some height to your presentation – establish yourself as someone worth looking up to! It’s all too easy to slouch in a chair – standing up will help you keep a straight posture and look confident.

Standing up will also help open out your diaphragm and enable you to project your voice more successfully. Sure, if you’re in a small room you don’t want to be bellowing at them, but you want to have a straight posture and speak clearly.

If you’ve been given a time to keep to, KEEP TO IT. Board meetings will be busy and have pretty packed agendas. Nothing will annoy Board Members more than you coming in and putting their agenda and timetable out of whack.

This, again, comes down to practice. You need to run through it a few times – remembering to keep a natural and considered pace – so you’re confident you can keep it to time.

And if they haven’t given you a set time, then just be aware that brevity is a good thing. Be mindful of people’s attention span and consider what has come before you on their agenda. If they’re likely to be a bit frazzled from an intense couple of hours, you’ll need to keep things as concise as you can or risk losing them.

Make sure you leave time for a Q&A! Read through your presentation imagining you are a Board Member, try to think of any questions you’d ask. Now either work the answer to those questions into the presentation or be prepared with a considered answer for a Q&A session at the end.

Don’t be afraid to say you don’t know the answer to something. It’s best to say quickly and firmly that you do not know the answer, but you will find out and get back to them. That’s much better than launching into a flustered bumble of BS. A savvy Board Member will spot that a mile off.

Also make sure you answer the actual question asked. So, listen carefully and if you’re unsure what they’re asking, repeat back your understanding of the question to check before answering. Don’t launch into an answer unless you’re very clear what they want to know.

So, those are our top 14 tips for nailing your presentation to The Board. In a nutshell it’s all about being prepared, practiced and confident (which comes from the first two).

One final important tip is to try and enjoy it! Board Members are people like you and I, don’t be unduly worried or intimidated. Enjoy the limelight and good luck!

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Getting asked to present to the board means you’re ‘kind of a big deal.’ Here’s how to do it right

A businesswoman smiles and points in front of a presentation screen

The corporate board is often described as a black box, a powerful members-only club. For some executives, however, the time will come when the club door will swing open, and they’ll be ushered inside. When that day arrives for you, you want to be ready.

An invitation to present to the board is a badge of honor, says Rich Fields, head of the board effectiveness practice at Russell Reynolds. “You don’t get asked to do that if you’re not kind of a big deal at the organization.”

Although the board’s agenda determines who’s asked to speak, the CEO, who makes the invitation, might have their own motive, too, says Jeff Wong, EY’s chief innovation officer. CEOs often want to expose the board to someone worthy of a major leadership role in the future. That way, directors are familiar with the employee when the CEO floats their name at the next board meeting. And if those directors like what they see, they’ll also have more confidence in the CEO’s leadership.

Moreover, engaging with the board and getting exposure may be your stepping stone to landing a future board seat.

The stakes are admittedly high for an executive asked to present to the board, but—and this is paramount—put that aside as you prepare for your big day. The best way to hit the mark during your boardroom debut is to stay focused on your mission, and meet your audience’s needs, says Lisa Edwards, executive chair of the Diligent Institute. (Diligent sponsors this newsletter.) Here’s what that means and how to do it.

Focus on the topic at hand, not every topic under your sun. This was the No.1 piece of advice from every board member, executive, and governance expert interviewed for this guide. When you’re presenting to the board, your mission is to stay narrowly focused on the subjects that most closely align with its goals.

Be selective even if asked to give a general update: What matters most to the board? What are the two or three takeaways you need to drive home? This isn’t a data dump, nor is it about showcasing all of your deep knowledge. It’s about delivering specific information.

Turning the presentation into a show-and-tell moment is the most common error executives make when first appearing in the boardroom, says Edwards. “It’s human nature that you want to show your expertise,” she says. But you can do that by demonstrating you understand the board’s role in the firm. “They don’t want to run your business,” she says. “They want to get assurances that you’re on top of it.”

Hold a premeeting and ask questions. Most board presentations are meant to either a) keep the board informed about a key area of business or b) supply data and context to help the board go deeper on a topic when a strategic decision is needed. Your job in the premeeting with whoever invited you to meet the board—usually the CEO—is to find out exactly what the board expects from you and what they already know.

The questions to ask, according to Fields: What is the key message I need to get across? What actions do I need to get from the board? What questions should I anticipate? What has the board heard about or decided on the subject already?

This pregame tête-à-tête also helps executives understand how much time they should spend preparing the presentation. According to Fields, practiced presenters spend 10 to 15 times the allotted presentation time on prep work. But Deborah Rubin, senior partner and head of RHR International’s Board & CEO Services division, warns that senior team members often spend an outsized amount of time—days or weeks—on boardroom prep, creating unnecessary anxiety and taking the focus off of day-to-day business, when the potential return on investment may not match the effort. 

At smaller companies, executives may have preexisting relationships with board members and should feel comfortable inviting them to a coffee, says Yasmene Mumby, a leadership coach who has worked with organizations like the ACLU,  International Rescue Committee, and Chan Zuckerberg Initiative. “Instead of at the board meeting that’s very public, and everyone is waiting for something juicy to happen, meet people where they are before the meeting, understand what they care about,” she suggests.

Make your presentation memorable

Only once you understand the scope of your mission can you start preparing your meeting materials: a pre-read deck, slides (if you plan to use them), and the general outline for your short talk. Here’s a lightning round of advice to make your material and delivery stand out:

– Keep your pre-read laser-focused. You’ll be asked to submit reading for the meeting’s “board book,” a collection of documents that board members are expected to read and digest before arriving at a meeting. The length of your pre-read deck will vary depending on the topic and ask. However, some say limiting the pre-read to five pages is a good rule of thumb. Fields typically advises executives to create a first draft and then trim it by half. Peggy Foran, chief governance officer at Prudential and a longtime National Association of Corporate Directors (NACD) faculty member, likewise argues that the pre-read has to relay tailored information in as few pages as possible. Use bullet points, she says.

When you feel compelled to add details to flesh out your pre-read, remember that there’s always an appendix. That’s where full financial statements will land and you can slip in additional reading. “By the way, you’d be surprised, a lot of board members go deep into the appendix,” says Jocelyn Mangan, a board member at Papa John’s and CEO of Him For Her, which aims to improve gender diversity on boards.

– Don’t ignore the raw data, especially when it’s requested. Keeping your presentation materials short and well-structured is essential, but some board members—especially new ones or activist investors turned directors—will want to see raw data rather than a carefully curated report. If boards ask for raw data and only receive selected, packaged charts and narratives, says Rubin, they may worry that the company’s leadership team lacks transparency. If you’re unclear on how much detail to offer, ask the CEO or the company’s corporate secretary for a sample presentation.

– Plan on sharing very few, if any, slides. While your pre-read must be carefully edited, your slide deck ought to be positively minimalist. Fields challenges executives to use one slide—to perhaps find one striking visual—to drive home a point.

– Mind your speaking-to-listening ratio. The biggest mistake you can make in a 30-minute presentation is to prepare a 30-minute speech, warns Foran. If you want to get the most bang for your buck, speak for no more than 10 minutes and use the rest of the time to converse with the seasoned professionals in the room. Listen to the directors’ insights, and take their questions. 

– Avoid jargon. If technical terms can not be avoided, include a glossary. Your board presentation and pre-reading can include an educational component for meaty topics like data privacy or sustainability, but the “lesson” shouldn’t take over. Stay out of the weeds as much as possible and offer to send follow-up material.

– Start with the conclusion. Time-pressed directors get impatient and frustrated with long introductions, says Fields. Instead, say, “ Let me start at the end and then provide more detail.” Or, “Here’s the decision we need to make, and here’s where we need your input.” Opening with that one-line scene-setter is “profoundly obvious,” Fields adds, “yet somehow not universally used.”

– Do not read from a script. Nor should you read your slides. “What I want is the color behind it, the nuance,” says Edwards. “Let’s have a conversation about the possible risks or opportunities associated with what you’re talking about.”  

– Provide context. Offering a backdrop helps board members come to their own conclusions about data, Edwards says. “So our risk score has improved. Is that good or bad? What do we look like versus the industry? What do we look like versus our named competitors in the proxy? How do we hold up overall?”

– Remember that boards aren’t insiders. “You see the business every day,” says Michael Maggio, CEO of Reciprocity, a cybersecurity software company. But unlike you and the colleagues you normally present to, the board has spent maybe 30 minutes on this topic in the last 90 days.

“If you’re presenting to a board that you presented to before, give them an update,” Rubin advises. “Link from where you were, what they asked for, what happened, and where you’re moving forward.”

– Connect to the company’s mission. “Executives should always remember that the board’s fiduciary duty is long-term value creation for shareholders while taking other stakeholders into consideration,” Sonita Lontoh, a director at the solar company Sunrun and the workforce solutions firm TrueBlue, suggests in an email to Fortune . “As such, when executives present to the board, they should share insights as to how their topic is helping the company to better navigate material risks and opportunities for long-term value creation.”

– Report the good, the bad, the unclear. Want to demonstrate your leadership skills? Be upfront about what is and isn’t working in your area of business. It may take courage, but it’s your job and an essential part of building trust, says EY’s Wong, who regularly reports to the consulting firm’s board. “The number one thing I want them to know is I’m going to tell them the truth.”

Ashley Kramer, CMSO at GitLab, says her company uses a green, yellow, and red color coding system to give board members a visual guide to where initiatives stand. Most importantly, she says, tell the board how the company plans to keep the good things going and what it will do to monitor and mitigate risks and trouble spots.

– Make the experience tactile. When it makes sense, EY’s Wong allows board members to play with new products or emerging technology as he delivers the presentation. “How do you make it so they can see, feel, and touch it inside their environment?” Wong says. “You don’t just talk about what it is in theory. You show it to them in action.” For product managers and developers, this is an opportunity to demonstrate the potential return on investing in an innovative idea or educate the board about a new development—like virtual learning or ChatGPT—that may impact the company.

That’s a start! Next week’s newsletter will feature the second half of this guide, covering what to expect during your presentation, how to calm public speaking anxiety, and tips to handle inevitable snafus.

Lila MacLellan [email protected] @ lilamaclellan

Onboard/Offboard

IMAX appointed Jen Wong , COO of Reddit, and Gail Berman , CEO of The Jackal Group, to its board. Union Square Venture’s Fred Wilson is taking over as chair of the board for SoundCloud.  Gavin Patterson , former CRO at Salesforce, and Francesco de Mojana, a former partner at Permira, are joining the Wix corporate board; Yuval Coh e n and Roy Saar are stepping down. Vista Outdoor announced that Tig Krekel has resigned from its board effective immediately. Stelios Papadopoulos, chair of the Biogen board, will resign following the company’s general meeting in June; board member Caroline Dorsa will replace him. Former Boeing CFO Greg Smith was elected to become the independent chair of American Airlines, effective April 30; directors Ray Robinson and Jim Albaugh are resigning from the airline’s board.

- In an exclusive interview with Fortune , JetBlue's CEO says the company is ready to expand its flights across the U.S., with or without approval for its merger with Spirit Airlines. 

- Remote work has put more pressure on corporate offsites as the venues for employee bonding. Companies are learning to schedule plenty of unstructured time rather than back-to-back programming.

- Pension funds are pushing back against GOP governments that want to ban companies with ESG agendas from investing in state-run plans. In other words, the backlash to the anti-ESG backlash has begun .

- Greenwashing might be as cynical as it sounds. A global study found that companies that add sustainability committees to their boards see an increase in market value but little change in their carbon footprints. 

- The change might be temporary—and let’s hope it is—but the push for greater boardroom diversity has slowed , according to a new report by Heidrick & Struggles. 

This is the web version of  The Modern Board , a newsletter focusing on mastering the new rules of corporate leadership. Sign up to get it delivered free to your inbox .

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Board Meeting Presentation Template

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All your board meeting presentation questions answered

What is a board presentation.

A board meeting presentation is a way for company executives, usually the CEO or CFO, to communicate essential information about the business' performance to the board of directors.

One of the most common board meeting formats is to present over pre-prepared board meeting slides containing information about the business, such as financial information, key accomplishments and challenges, future goals, and more.

A board meeting presentation is usually followed by a group discussion, where board members ask further questions, give advice or clarify any uncertainties.

What makes a good board presentation?

There are multiple factors that can make or break a board meeting presentation. We've summarized the 5 most important tips to make your next board meeting presentation more impressive:

1. Know your audience

Before any board meeting presentation, it's a good idea to start with a little background research into the board members you will be addressing. By knowing who each person is, you can understand their priorities and tailor a unique approach to each member.

Find out what their main business goals and concerns are, and make sure to address them in your board meeting presentation.

2. Create a meeting agenda

Plan out how you want to structure the board meeting presentation and create a clear outline that will be useful both for you and the members of the board. A good tip is to send out the meeting agenda to the board members beforehand, so they know what to expect and can prepare some questions.

3. Use a professional board meeting presentation template to improve your board meeting slides

A part of a board meeting presentation that is often overlooked is the design of the presentation. Some of the most popular templates include PowerPoint templates and Google Slides templates. A PowerPoint or Google Slides template may be the industry standard but that doesn't mean you shouldn't seek out more exciting presentation software.

Whichever tools and board meeting presentation template you choose, make sure it looks professional and has all the necessary slides and elements you need to present your data concisely.

4. Use data, visuals, and examples to explain your points

Plain text is not as engaging as visual information, so make sure to include visuals, like images and video, as well as data graphs and tables to break up the monotony of a typical board meeting presentation.

5. Practice and come prepared

Board meetings can be stressful. There is no better way to tackle the pre-meeting nerves than to practice and prepare for likely scenarios/questions.

Make sure you know the most important details about the topic you're presenting, gather data and facts to support your arguments, and write a script outline to not forget the most important points.

Lastly, practice the presentation a few times to familiarize yourself with the presentation and script. Even better if you practice in front of your family/friends/colleagues, so you can receive valuable feedback.

What should be included in a board meeting presentation?

The contents of a board meeting presentation depend on the type of business and the metrics that are of particular interest to the board members. However, it's good practice to include the following sections in your board meeting presentation:

  • Board meeting agenda
  • Status update
  • Performance report
  • Upcoming projects and key focuses
  • Executive summary
  • Graphics, images, and other visualizations

How do I make a good presentation template?

Having a visually stunning, yet professional-looking board meeting presentation template is the perfect way to engage your audience and help them retain important information.

You can either choose to create a custom board meeting presentation template following your brand guide, or you can use a pre-made presentation template to make the template creation process easier.

While using a PowerPoint template or Google Slides is considered the norm, we recommend exploring other, more creative options. One of those options is Synthesia, an online video presentation maker that uses human-like AI text-to-speech presenters to narrate your script.

To make a good presentation template in a video format, go to Synthesia STUDIO, select an AI presenter, format a slide with needed elements, and reuse that slide again and again.

How do you do a board meeting presentation?

If you're asked to do a presentation at a board meeting, don't panic - it's not as daunting as it sounds. Just follow these simple tips and you'll be fine.

First, make sure you know what the board is interested in hearing about. Do your research and find out as much as you can about the company and the industry.

Then, structure your presentation around the board's needs. Start with a strong opening that captures their attention, and make sure each point you make is relevant and backed up by data.

Finally, practice your presentation until you're confident you can deliver it flawlessly on the day. With a bit of preparation, doing a board meeting presentation is easy - so go for it!

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Board Meeting PowerPoint Template

Slide Deck for Board Meeting Presentations

The Board Meeting PowerPoint Template is a modern presentation theme for CEOs and executive members of the corporate. This template contains 13 slides of creative layouts to present company reports. The graphic elements of board meeting PowerPoint make presentation engaging and well defined for the executive audience. These graphics include high-quality corporate imagery, diagrams, charts, and infographic icons. Board meeting slides are organized in a format of CEO’s introduction, performance reports, business updates, and growth strategies. The presenter can customize the format of slides or change slides according to the meeting agenda.

The Board Meeting presentations give CEOs an opportunity to speak to the board of directors. It gives them a chance to convey the vision for the company, its performance, and its overall success approach. The key to giving an outstanding board presentation is to cover the topics that board members care about. This may include performance data and recent accomplishments of the company. Highlighting goals and KPIs are also essential for board members to see how well company is progressing. Board meeting gives a chance to review upcoming projects and seek expert advice. The fifth slide can be used as an executive summary slide template .

The Board Meeting PowerPoint Template helps present a compelling board presentation. The graphic contents of template capture the interest of board members. The board meeting agenda template shows six columns to display key topics of presentation. The heading of time stamps keeps the discussion organized using board meeting minutes template. KPI slides include tables and data-driven chart templates for visualizing progress. The product roadmap template is a Gantt chart layout design. You can present multiple products and the progress of team using chevron arrows. The board meeting template contains additional useful diagram slides including circular diagrams and linear process flow to describe various business models.

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15 tips on presenting to a board

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Stay up to date:, financial and monetary systems.

One of the questions I most frequently get asked when people hear I sit on company boards isn’t about executive pay packages. Instead, they want to know how to present to a board so its members will say yes.

The question always calls to mind a presentation that went wrong. Several years ago, a rather dandified fellow from inside a company gave a presentation to a board I sat on. He was snide at times, made several off-colour jokes, winked at board members and made his political leanings clear with side remarks about the government of the day. When he didn’t know the answers to questions we asked, he tried to fob them off as irrelevant. When the chair finally ended the presentation, we looked at each other in disbelief. We weren’t just unsure about the proposal, but also unsure of the person who brought the proposal. I think you can guess how we voted.

Don’t let this be you.

People present to corporate boards for many reasons—they could be suggesting a new direction for the company, explaining a complex legal issue that needs to be decided quickly, or simply giving an update on an ongoing project.  But boards come in all shapes and sizes , be they school boards, neighbourhood watch boards, apartment boards, non-profit boards or employee committees.

No matter the context, the principles of presenting to decision-making bodies are the same, and getting it right is crucial. It’s not as difficult as it sounds, so long as you keep some guidelines in mind. Here are nine do’s and six don’ts of being effective:

Board Presentations Do’s:

  • Know what you are walking into.  Board meetings are often jam packed with a long agenda. In the past couple of months I’ve been in meetings that have lasted up to 8 hours, covering up to 20 topics. Your topic is special to you, but you have a finite amount of time to get essential information across.
  • Do your homework.  Who is on the board? What is their background? It helps to be able to tailor the presentation when applicable, so you are not telling them things they already know, nor assuming knowledge they might not have.
  • Send documents in plenty of time.  I try to ensure board members get their papers at least a week in advance. If there’s a deadline, meet it with several days to spare in case there is feedback before it goes to the board. Please don’t “surprise” us, as in “I didn’t provide the papers in advance because I wanted to keep you in suspense”. This isn’t an Agatha Christie novel, it’s a board meeting. Give us the tools we need to make a decision.
  • Know in advance how much time you have.  Do not go over your allotment. If the chair feels more time is warranted, he or she will extend it. Make sure to leave plenty of time for questions.
  • Ask how the board would like the information presented.  For example, ask the chair, “shall I present the whole thing or hit the high points?”. Another approach: suggest that you “take the papers as already read”. That means you presume that everyone has reviewed the documents you sent in advance, and you will just address the most important points and avoid repeating every detail.
  • Be prepared. Be professional. Be concise.  Board members will judge the content of your presentation, but also the confidence with which you deliver it.
  • Stay calm and answer the question asked.  If you don’t know the answer, don’t get flustered, defensive or try to fake it. Instead, promise to come back with the answer as swiftly as possible. Then follow through quickly. Also, and this is really important, don’t get thrown off if you get a lot of hard questions. If we didn’t think your proposal had merit we wouldn’t bother with questions, we’d simply say no. Board members ask questions differently — some meander, others get straight to it. No matter the style, stay even-tempered and answer clearly and concisely. Also, don’t give attitude about questions you think are “dumb” or obvious — we are doing our job. Often the most interesting or important information comes from seemingly simplistic questions.
  • Be clear and concise about the outcome.  If there is a decision to be taken by the end of your presentation, make sure the options are very clear. It never hurts to state the options up front, explain them and then present the options again.
  • End with grace.  When it is time for you to go, say thanks and leave. Don’t linger.

Board Presentations Don’ts:

  • You may be kept waiting — don’t complain.  Meetings can run late depending on the agenda. If it is a closed door meeting you’ll be kept waiting outside. If not, you’ll be there watching other people presenting, or listening to debates on other agenda items. Don’t under any circumstances grumble about it, as it will taint the room’s view of your presentation before it even starts. A cheerful “no problem” goes a long way.
  • Don’t bore us.  I recently sat through a report that essentially told everyone in the room something we all already knew. The presenter quickly lost our attention. Even worse, we had all mentally checked out by the time he’d gotten to the “ask”.
  • Don’t lobby.  Your presentation is not an opportunity to take the stand on other areas. If you are there to talk about upgrading the IT infrastructure, throwing in a “while I’m here I’d like to make a pitch for better parking facilities” is not helpful to you or us.
  • Don’t use jargon.  We are not necessarily experts in your field. Use clear language that everyone around the table will understand. The first time out, explain what you mean by  ESG ,  grok , and  API , otherwise it just sounds like a string of  nonsensical letters and words . Try to avoid overblown statements — a “complete sea change” better be pretty big. Also trend-driven words that will make people roll their eyes. “Thinkfluencer” comes to mind.
  • We are not all the same — don’t air your bias and political inclinations.  With any luck the group around the table is a diverse one, with diverse opinions. Off-colour jokes and political comments have no place in your presentation and could offend the very people you are trying to persuade.
  • Don’t go over the top with bells and whistles.  There’s no need to pass out flowers or an entertaining video unless it is directly related to the topic. Useful: “Here is a sample of what we are talking about.” Strange: “Here is a flower for all you lovely people.” And yes, I was in a meeting where someone once handed out flowers to “all the lovely lady board members”.

Clear, concise and to the point

Think of your presentation as a memo, not a novel. Board members thrive on facts presented in a clear, concise manner. Even if you leave your presentation without getting the answer yes you hoped for, you will at least leave the people at the table with a good impression of you. And that will go a long way if you come back to the board with a revised proposal.

Give it a go and let me know if it helped, and if you know someone who is preparing to give a presentation, clip this and send it to them. Chances are not only will they be grateful, but so will the board members who hear the presentation.

Published in collaboration with LinkedIn . This post also appeared in the BBC Capital Column,  Above Board with Lucy Marcus .

Author: Lucy P. Marcus, founder and CEO of Marcus Venture Consulting, Ltd., is Professor of Leadership and Governance at IE Business School, a non-executive board director of Atlantia SpA, non-executive chair of the Mobius Life Sciences Fund, and non-executive director of BioCity.

Image: Students from Warsaw School of Economics attend a presentation at the Warsaw Stock Exchange September 15, 2008. REUTERS/Peter Andrews

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12 Tips to Help You Ace Your Next Board Meeting Presentation

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For many bankers, no matter their role, making a big presentation at the Board of Directors meeting can be exciting at best and  stressful at worst. In this post, the second in our "Beyond Banking" series, we'll be talking about new ideas to help you grow in your role and expand your skill-set beyond banking into leadership, negotiations, personal success, and more! In particular, this post will focus on practical tips you can use to ace your next Board meeting.

Whether you're going into your first or your thirtieth Board of Directors meeting, the prospect can be intimidating. The Board of Directors for your financial institution is a group of successful, high-profile business and community leaders. They guide your company's goals and planning; in some cases, they may even be the faces of your bank to the community.

In this post, you'll learn 12 tips to lead a rock-star Board meeting, and leave a positive impression on the leaders of your bank, credit union, or mortgage company.

Your presentations to the Board may vary in purpose and frequency. For example, you need to conduct   training, provide updates on current projects; accurately convey goals and why they matter; share relevant individual, department, and company wins; ask for assistance or support if needed; and even get buy-in for future initiatives. In each of these situations, you need to make a good impression on behalf of yourself and everyone on your team.

Let's jump right in.

1. Understand Your Board's Goals

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  • Each of the above factors will have a big impact on how you compose your presentations. For example, if you have a more business-focused Board and are looking to get their approval for a big project, you may decide to spend more time on ROI (return on investment) of your proposed initiatives. Alternately, if your Board is more philanthropically inclined, you may decide to focus on the internal and community impact of your proposed project. That's one basic example - your reality will likely be more complicated. However, by knowing your audience, you can build presentations that really speak to your Board's goals for your institution.
  • If your Board has outlined company-wide goals, it's a good idea to show how your team is contributing to them. Not only will this show that you are committed to the company as a whole, it will also help clarify you and your team's unique contributions. This is possible for any department in the organization. For example, if you're on the compliance team and the company-wide goal is improved profitability, you can show how new processes, software, or employees are saving time and/or money.

2. Don't Waste Any Time

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A good editor will go a long way. If someone at your bank, credit union, or mortgage company is a good public speaker or a good editor, you may want to reach out to them to have them edit your work. The Marketing team can be a good resource for this kind of help.

Note: some people dread leading required presentations or training,  because they feel like a burden. However, if you're not excited about the presentation, it's unlikely that your Board will be engaged. Challenge yourself to be creative in your presentations; make it surprising, numbers-oriented, interactive, or otherwise engaging. Trust that your extra effort will be appreciated.  

3. Focus on Numbers and Statistics

Making a point clearly in a way that inspires inspires action or will be remembered is an art form. Successful speakers use a few different "hacks" to write presentations that achieve one or both of these goals. One of these hacks is to lean heavily on numbers and statistics to make your point. 

Why? Numbers and statistics are extremely memorable. They lend themselves to data visualizations that are also memorable. They also help crystallize the significance or impact of a given topic. In addition, numbers and statistics are credible. When you share them, it helps prove your point, and also makes you seem well-informed.

That's why we recommend using facts and figures in your presentation. You may consider a takeaway statistic at the beginning or end of your presentation. If you're in Compliance, consider using numbers to explain risk that needs to be addressed or that has been reduced.

Your Sales team is probably using numbers and KPIs (key performance indicators) already in their internal and Board-facing reporting. If you're new to this strategy, you may want to connect with internal sales leaders to get a bit more insight on what types of numbers are most effective for their executive and Board-level reporting.

4. Prioritize Effectively

In a Board meeting environment, your time is limited. It's very possible that you will only have 30 minutes to present on your subject. There is very little time to waste. 

Make sure that you have been clear with yourself about the goal of your presentation, and that your message aligns with that priority. Decide what is a "need to have" (i.e. approval for a time-sensitive project), and what is a "like to have." Consider alternate venues for raising those "like to have" topics, and focus your energy in the meeting on the essentials. Make  sure that you start with the most important topic so that if you run out of time, you still accomplished what you needed to. If you have extra time, use it to cover those other goals.

As a financial professional, it's likely that you're extremely busy, and you may be trying to thread more than one needle with your Board presentation. In that scenario, prioritization is even more important. If you're covering a few different topics, it's easy to lose an audience in confusion. That's why it's important to prioritize; ensure that everyone is on the same page and understands the relative importance of the topics at hand.

5. Highlight Action and Emphasize Outcomes

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By focusing on actions and outcomes, you can speak to your Board in language they are likely to appreciate and understand.

This is especially true if you need their help making a big decision. They will need to understand the outcomes of either decision in order to make it, and you will need to explain them. 

If you don't need their help making a decision, but are rather just conveying something important, the action taken and/or outcomes of that action are likely to be more memorable and more tangible. For example, say you're providing an update on a successful public event. Instead of saying "the recent event went well," try using statistics and outcomes by saying something like "we exceeded our expected attendance by 15%, which directly improves our brand presence in the community and contributes to positive company culture" - or something like that. 

6. Clarify Challenges

In the same vein as the above tip, make sure that your presentation is improving clarity, not adding complexity. The Board doesn't want to hear a laundry list of issues. They want to know the most important challenges and how they're being solved - or how they can help solve them.

When presenting those issues, make sure to keep them clear and concise. One way to do that is to strive to be as specific as possible. By explaining the challenge in the clearest possible terms, you will help them get a grasp on it quickly. Then, they can focus their attention and energy on helping you solve it.

7. Pitch Solutions

Wherever possible, provide possible solutions to challenges. When you're in a difficult situation, it's easy and human to become a bit negative or concerned. However, with an action-focused Board, they are likely to become impatient if all you do is describe difficulties.

Imagine that you spend five minutes describing a problem. During that time, the Board is likely wondering why you're telling them, what you plan to do about it, and how they can help. It won't look very good if they ask any one of these questions and you're stumped. On the other hand, it's likely that they will respond much better if you can outline potential solutions and how they can help.

Your Board wants the financial institution and all the individuals therein to be successful. From that perspective, finding agreeable solutions to potential pitfalls is a top priority for them. If you're proactively moving the business towards good solutions, it shows that you're on the same team.

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8. Be Confident

In front of a room full of leaders, many presenters would be nervous. Public speaking is a skill! It's also a top fear. That's understandable; to be honest, it's one of my biggest fears, too. 

That said, if you're not confident, delivering a good presentation is going to be difficult. Here are a few tips to help you be more confident, if you do have a fear of public speaking :

  • Reflect on exactly what you're afraid of, and think of solutions for mitigating it.
  • Prepare diligently, to reduce the risk that you freeze.
  • Be vulnerable. It's likely that others can relate to a fear of public speaking, so you can feel relatively safe admitting that to your group. You don't need to be self-deprecating; however,  if your voice quavers, you lose your train of thought, or you begin speaking too quickly, it may help to show a little bit of vulnerability. Just say, "I'm a little nervous about public speaking," smile, and keep going!
  • Remember why you're there. If you're giving a presentation, it's obviously an important topic. Simply reminding yourself of what you're hoping to achieve may be enough to keep you motivated and keep your fear in perspective.
  • See your audience as real people and valued colleagues. This can help reduce the pressure and also foster your ability to relate more closely with your audience. You're probably less nervous talking in front of people you know well. Assume that you already know the Board well, so that your presentation is professional, relaxed, and approachable.

There are a lot of resources out there if you are afraid of public speaking. You're not alone!

9. Build Rapport Outside the Meetings

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Depending on your role in the institution, you may have more access to the Board. If you don't have much access, that's okay. A simple hello or a post-meeting chat can go a long way. These small gestures help show that you're an active, engaged, respectful member of the community that is your financial institution. 

10. Leverage the Board's Strengths

Depending on your Board members, you may have people with decades of experience in banking, marketing, philanthropy, or any number of other fields. These people have years of experience, tips for success, and valuable ideas that they bring to the table. Try to leverage all that expertise and insight as much as possible.

In addition, make sure to tailor your questions and comments to their strengths. Do you need to hash out big, complicated issues in a Board meeting? Maybe, but probably not. Try to tailor your questions to your audience. Ask what they can answer. Focus on questions that can really lead to productive conversations. There are a lot of questions your Board can't and shouldn't answer; be conscientious of the setting and the individuals as you decide what issues to raise and how you raise them.

Depending on your department and the type of presentation that you're doing, this may be more or less possible, but there are almost always opportunities to make the best use of their time - and yours!

11. Provide the Right Materials

This is so important. Consider sharing presentation materials before the meeting so that the Board has a chance to review. If it's possible to provide takeaway materials that will help them in the future, make sure to do so!

Your audio-visual tools are also part of the materials you need to consider. Will Board members be phoning or video conferencing into the meeting? Work with your team to ensure that the equipment is prepared to accommodate remote Board members if needed.

12. Listen Carefully at the Beginning and the End of the Meeting

Make sure to pay close attention to what the Board is chatting about at the beginning - and the end - of the Board meeting. By listening at the outset of the meeting, you'll get a sense for the overall mood, and probably gain insights about what the Board is expecting to discuss. If their priorities aren't on your agenda, make a note and think about how to address them, if possible.

By listening at the end, you'll gain valuable insights into what ideas and concepts are sticking. You can use these observations to craft your next presentation. You can also use them to have more valuable one-on-one or small group meetings with Board members and Senior leadership at a later date.

These are just a few tips designed to help you improve your next Board presentation. This blog, and others like it, are part of our mission to help you grow personally and professionally.

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Board Meeting Presentation Template

board meeting presentation

Board meetings are a crucial part of any business, providing an opportunity for directors to discuss and make important decisions about the company's future. An effective board meeting presentation can help to keep the conversation focused and ensure that all key points are covered.

When preparing for a board meeting presentation, it's important to consider the needs and preferences of the audience. This may include providing background information for new directors, highlighting key achievements and challenges, and presenting data and financial reports in a clear and concise manner.

One way to make the presentation more engaging and interactive is to use visual aids such as slides, charts, and graphs. These can help to illustrate complex information and make it easier for the audience to understand. It's also a good idea to incorporate case studies or examples to help bring the information to life.

It's important to remember that a board meeting presentation is not a one-way conversation. Encourage questions and discussion, and be prepared to listen to and address any concerns or suggestions that the board members may have.

Effective communication is key to a successful board meeting presentation. Be clear, concise, and confident in your delivery, and use language that is easy for everyone to understand.

Overall, a well-prepared board meeting presentation can help to ensure that important issues are discussed and decisions are made efficiently and effectively. By putting thought and effort into the presentation, directors can make the most of this valuable opportunity to shape the future of the company.

How to plan an effective board meeting

  • Set a clear agenda: Before the meeting, create a list of topics that need to be discussed and share it with all board members in advance. This will help everyone come prepared and ensure that the meeting stays on track.
  • Encourage participation: Encourage all board members to actively participate in the discussion and consider different perspectives. This can help to foster a sense of collaboration and ensure that all voices are heard.
  • Stay organized: Use visual aids such as slides, charts, and graphs to help illustrate complex information and keep the discussion focused.
  • Be prepared: Make sure you have all necessary information and materials on hand, including reports, financial statements, and any relevant documents.
  • Stay on track: Keep an eye on the time and try to stay within the allocated time frame for each item on the agenda. If discussions run long, consider scheduling a follow-up meeting to address any remaining issues.
  • Follow up: After the meeting, make sure to follow up on any action items or decisions that were made. This will help to ensure that progress is being made and keep the team on track.
  • Keep the lines of communication open: Encourage open and honest communication among board members. This can help to foster a sense of trust and collaboration, which is essential for making effective decisions.

By following these tips, you can help to ensure that your board meetings are productive, efficient, and effective, and that your team is working together to achieve common goals.

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7 Things to Include in Every Board Deck

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Why do many executive teams loathe board meetings?

At Insight, we work closely with executive teams to drive growth, scale operations, and achieve better and faster results through Onsite, our team of 130+ dedicated operators in sales/customer success, marketing, talent, and product/tech. As a result, we have attended and prepared for many board meetings.

Board meetings are invaluable. They are the ultimate time and place to evaluate strategic progress, refine or revise goals and timelines, and receive insight from experienced people who are invested in the company’s success. These meetings can be a time to reflect on progress and celebrate wins and milestones.

But often, executive teams dread the quarterly board meeting. They are a lot of work, they necessitate business scrutiny, and they might even reveal issues.

Compounding this dread is that founders and company leaders are rarely told what to include in the board agenda and materials, and what makes a presentation valuable for both management and the board. Crisp, open, thoughtful, and productive board meetings build positive relationships between the board and executive teams. However, board meetings that waste valuable time can undercut the board’s confidence in management. We summarize our best practices for productive board meetings here.

Board meetings are a CEO’s strategic weapon

Effective board meetings clarify priorities; they allow leaders to spotlight results, highlight challenges, and discuss key strategic issues. The best management teams and board members hold each other accountable and truly want to review company progress and improve where possible.

CEOs and management teams get the most out of board meetings when they arm directors with the information required to ask smart, pertinent questions. And the exceptional teams focus on the places where those questions — and the answers — will have the highest impact.

Seven must-haves for your board presentation

While every company is different, the software companies that run the best board meetings have common approaches and provide similar information in their presentations. At a minimum, include these seven things in your board presentation decks.

1. Establish and stick to stated objectives

Too many of the worst board meetings begin with an agenda, but not with objectives. That is a big point of difference. An agenda is merely the data that gets presented. Objectives are what you want to get out of the time together.

Before every board meeting, the CEO should complete this sentence, “This meeting will be a success if we…”  “…get through the agenda on time,” is not an ideal response.  “Agree on a budget,” or “Set baseline goals and metrics” are much better.

2. Include a “State of the Union” from the CEO

Board meetings are most effective when organized around top priorities and issues. An update from the CEO on key accomplishments, challenges, and how the company plans to address those challenges helps orient the board. With a 360-degree view of the business, the board can provide sound advice and guidance.

Avoid the temptation to speak in phrases. “Good” is not a number. Include data. Real measurable outcomes aligned with key performance indicators will help the board – and the management team – make good decisions. It’s also important, as part of the CEO report, to include and review action items, including any from the previous board or leadership meetings.

This is also the time for the CEO to ask for guidance on key decisions. Asking for the board’s point of view on challenging decisions ensures that the board agrees with the decision and is invested in the outcome.

3. Don’t shy away from non-financial numbers

Board members can add the most value when they have access to the rich data that informs management decisions, not just the requisite financial statements. So, while you may summarize, also provide the metrics you use to monitor progress. That way, board members can help you be sure you’re measuring the correct things, in the best way.

Board members can share how your measures stack up against other businesses and help provide greater context to the data. When in doubt, hand it out. If you don’t have data on something, it may be worth discussing that as well.

Data such as financial statements, HR metrics, sales and marketing data (e.g., bookings growth and customer success metrics), and product management and development metrics (such as product roadmap milestones) are all useful for board members.

Board meetings are more effective when the materials – especially data information – are sent 48 hours in advance. To assist with productive board meetings, Insight Onsite has developed a template board package that includes the metrics that are important for effective board discussions. Your investor should be able to provide this sort of guidance.

4. Functional summaries matter

A one-page summary by function with key highlights from the quarter, near-term priorities, and current challenges lets the board quickly see what’s happening by department.

The executive team leaders in a software company (product, engineering, marketing, sales, customer success, HR, and finance) should present a dashboard of key metrics, current priorities, and progress against previously discussed priorities. Good CEOs have leadership team meetings where functional heads know the constraints and priorities of their colleagues. Where this doesn’t occur, the board meeting is a good forum to disseminate information so everyone may understand the situation. When the team has a complete view, priorities can change, cooperation can grow, and teams can be more effective. By getting visibility into these functional priorities, your board may be able to help the process along.

5. Review strategy

A board’s role is governance, results, and strategy. Too often strategy gets lost amidst the approval of board minutes and the dissection of business metrics.

CEOs should discuss market dynamics, competitive moves, environmental factors, new relevant regulation, talent retention, M&A, and company direction. The board meeting is an opportunity to get a broader perspective and review industry dynamics that may impact the business. Discussing the probabilities of different scenarios is a core responsibility of the board.

6. Spotlight your team

People are the most important asset of any business. As any good manager knows, recruiting, hiring, training, and developing the best talent is what separates great teams from the rest.

Leadership and execution are hard work for company leaders. By giving functional leaders a chance to display their potential and be acknowledged by the board for their accomplishments, the CEO ensures that leaders are motivated and aligned.

Understanding and displaying their senior leaders’ potential and performance in a board deck calls out key team members and helps keep the organization focused on talent development.

7. Seek out direct feedback

Good board meetings include time alone with the CEO for the board to provide the CEO with confidential feedback, and for the group to collectively review executive team composition, highlight capability gaps, and discuss succession plans. The board is able to provide observations and proffer help.

The CEO job is lonely. The board meeting time represents an opportunity to discuss concerns behind closed doors and obtain input. The CEO should view this time as one of the key benefits of board meetings. The collective capability of the board is focused on improving the company. Take the chance to tap into this experience and knowledge.

Board meetings done right

When prepared and delivered well, board materials help leadership teams focus on what matters and allow board members to prove their value. As you prepare your presentation and run your board meetings, follow the rules. Be honest, support your plans and presentations with data, and most importantly, seek and solicit feedback from board members. Rather than dreading the work board meeting preparation can take and seeking perfunctory sign-off, view this time as an opportunity to get the advice and investment every company needs to deliver outstanding performance. Our list of seven must-haves will get you most of the way there; the quality of the dialog will do the rest. 

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What You Should Include in a Board Presentation (with Examples & A Free Template)

Reporting to the board may be daunting, but it’s incredibly important. Your board is tasked with overseeing your organization, and providing them with a snapshot into the health of the organization’s fundraising is critical to their success.

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What not to include in your presentation

  • Advanced metrics. There’s no need to include things like donor lifetime value, donor acquisition cost, or trends in recaptured donors. The board will lose interest quickly if the concepts you are discussing aren’t simple and crystal clear. Since you most likely will not have a lot of time to share your presentation it is advised to avoid these more complex metrics. Have conversations with your team on these topics instead.
  • Predictive analytics. Don’t dedicate a slide or two to discuss the results of your wealth screening or other predictive modeling efforts. Why? Because board members are more interested in the facts, and predictive tools (no matter how helpful we find them), aren’t “true” until we confirm them. Also, your board members were probably screened during the wealth append, and it may open a can of worms discussing with them your techniques to identify major donors.
  • All your successes. It would be wonderful if your entire presentation was simply a running list of successes from the past year, but I’d advise against it. You have limited time to present to your leadership, and focusing on a few key points is recommended. If that means you cannot talk about each and every “win” you and your team experienced over the course of the year, so be it. It’s worthwhile for you and your leadership to focus in on what is most important.

What is most important to share with your board

nonprofit board fundraising template

  • Total dollars raised
  • Total number of donations
  • Average donation amount
  • Total donors
  • Acquired donors
  • Donor retention rate
  • Donor growth rate
  • Donation growth rate

board report nonprofit

Applying this at your shop

Share this:, 1 thought on “what you should include in a board presentation (with examples & a free template)”.

This is an interesting take on the report to the board. While I agree on some of the points, I think there are some “out of the box” sections of a board report that can be really great, too! Things like telling the board the 1-2 items they’ll be asked to vote on, posing a question to ponder before the meeting, etc. I couldn’t find a great template to give my clients so I made one! If any of your readers are interested in checking it out, it can be found at: oneninedesign.net/shop/board-report

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Board meeting agenda in 6 steps

Don't start your work presentations by simply saying 'hello.' Here's how to be more engaging in the conference room.

  • I'm a public-speaking expert, and I've trained many executives and senior teams.
  • I tell all of them to stop starting work presentations with a salutation or a "hello."
  • Instead, you should engage your audience by telling a story or asking a question.

Insider Today

I'm sure you've sat through plenty of presentations where the presenter starts with a polite salutation like, "Hello, thank you for having me here today," or, "I am so glad to be here" — often followed by their name and professional résumé . Sometimes, if it's an internal meeting, you get the same salutations followed by an agenda slide with bullet points and the presenter narrating it.

As a public-speaking coach who has worked with many executives and senior teams, I know how to make work presentations more engaging. Here's how you should change your approach.

If you stick to your old ways, you aren't leaving a memorable first impression

Your audience is thinking three things when you walk into that conference room or onto that stage: Who is this person, why should I care, and how are they going to solve my problem?

Let's face it: Most people are more interested in how you will solve their problem than in you and your professional résumé. So let's flip the script a bit. Start with the solution to their problem, briefly talk about yourself for credibility, and then give them a reason to care.

Instead, try to capture their attention

Begin your presentation with a hook or a story — something that grabs their attention right from the start. For instance, your hook might be, "Did you know this?" or "What if that?" It could also be a short story that humanizes your services or products.

Most presentations are predictable; wouldn't it be better for both your time and your audience if you could introduce an element of surprise?

Some might feel it rude not to thank the organizer or greet the audience, so I suggest finding another place in your presentation for this. Here's a good structure:

Intro: "What if you could be a more confident and credible presenter? What if you could engage with your audience so they remember your products or services?"

Credibility: "My name is Meridith, and I've been coaching entrepreneurs and executives on how to speak with spark for over a decade, and I am really excited to be here. I want to thank [insert name] for inviting me to share the afternoon with you."

Solution: "Today, I will give you three ways to make your audience remember your products and services, helping you stand out in a competitive market. Let's get this party started!"

You could also try to form a personal connection

Often, presentations lack a personal touch. Try sharing a relevant personal anecdote or experience that relates to your topic. This not only makes your work presentation more relatable but also helps to establish a deeper connection with your audience.

For example, you could say: "When I was younger, I often hid in the back of the classroom, hoping the teacher wouldn't call on me because I didn't want to sound stupid or have the wrong answer. Later in life, I discovered acting and improv comedy . It was through the practice of these two art forms that I developed my confidence and learned how to engage more courageously with others. Today, I will give you solutions for how you can also better engage your audience with spark."

Try to encourage interaction

At the very least, you should try to engage your audience from the beginning — whether in person or on virtual calls. You can ask a thought-provoking question or propose a challenge that involves them directly. This approach shifts the dynamic to more interactive and engaging sessions.

If you implement any of these suggestions, you can make your presentation memorable and impactful immediately. And you'll most likely get a larger return on your investment of time and energy.

In today's fast-paced world, where attention spans are increasingly shorter than ever, it's crucial to grab and hold your audience's attention from the very beginning. By doing so, you set the stage for a more engaging and productive interaction. So challenge yourself to break free from presentation norms and embrace a style that resonates deeply with your audience and leaves a lasting impression.

board meeting presentation

Watch: A public speaking champion reveals 3 keys to nailing your business presentation

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BEA School Board decides to start school earlier

Also hears a southern plains education cooperative presentation, by chuck hunt - editor | feb 18, 2024.

board meeting presentation

Blue Earth Area School Board chair Sara Hauskins swears in new student representative Reagan Machacek at a meeting held on Monday, Feb. 12.

Blue Earth Area Schools will start earlier this fall after a decision was made at the BEA School Board meeting on Monday night, Feb. 12.

But, the decision did not come easy, as there was a long discussion by the board members before there was a vote on two different motions.

The first vote on the matter came on a motion by Ted Armon and second by Mark Franta to postpone the decision to the March meeting. That vote failed on a 5-2 count.

A second motion, to proceed with the new proposed calendar, passed on a 5-1 vote.

Board member Franta first questioned whether a decision on the calendar could be postponed to the March meeting. Superintendent Mandy Fletcher said it could be postponed, but probably not later than March.

Franta said he would prefer some more study of the changes, particularly starting school in August, as well as the issue of having Spring Break during Easter week.

“I am also concerned how this early start would affect all of those who go to the State Fair for FFA,” Franta said.

Board member Armon said he would like to see more time to get input from the public and possibly do a poll.

“We did that,” board member Stacey Beyer said. “We said at our last month’s meeting that school board members should get input on this. I talked to 20 families, and 17 were in favor of it.”

Beyer also said the Calendar Committee had spent a lot of time talking to staff and members of the public to create this calendar.

“The committee has done their due diligence,” board chair Sara Hauskins agreed.

Armon said he missed the last board meeting and wanted to get more input, and then made the motion to postpone the decision to March.

“I just want more time to get more feedback,” he said.

The possibility of creating a poll was also discussed, but one member spoke against that idea.

“If we do a poll, most of those who take the poll will be the ones against the new calendar,” board member Jeff Eckles said. “Those who favor it or don’t care either way probably won’t take the poll.”

Only Armon and Franta voted for the motion to postpone. Board member Kyle Zierke made the motion to accept the new proposed calendar with the early start and Eckles seconded it. Only Franta voted against it.

The new calendar has school starting on Aug. 26 for grades 8-12 and on Aug. 28 for grades K-7. Both days are before Labor Day weekend.

The calendar has Christmas Break from Dec. 23 to Jan. 1, and a Spring Break from March 17-21. The last day of school will be on May 28.

In other business, the School Board had a presentation from Sarah Mittelstadt of the Southern Plains Education Cooperative concerning their Special Ed programs.

The cooperative serves several school districts, and Mittelstadt, the Special Ed director, explained the services they provide for the Blue Earth Area District.

She said they provide 63 targeted services to the districts, and they are serving 188 students in some way or other.

Costs are divided up among the districts in accordance with the number of students they have in the programs.

“It is a little complicated,” Mittelstadt said. “But it is based on each district’s use of all the services.”

She explained that last year $401,000 was billed to the BEA District, but the district captured $385,000 of that in other funding for the programs.

“We are missing full federal funding,” she said. “That is the issue and always has been.”

In other business at the meeting, the BEA School Board:

• Heard an enrollment update from superintendent Mandy Fletcher that listed the current enrollment at 1,023 for grades K to 12.

“That is down around 20 from this past October,” Fletcher said. “But it is only down one student from this same time last year in February. That is just how it works each year.”

• Swore in a new student representative to the School Board, junior Reagan Machacek. Senior Leah Becker is serving her second year on the board.

• Appointed the Faribault County Register as the school district’s official newspaper.

• Approved a resolution proclaiming February 2024 as School Board Recognition Month. One board member, Franta, voted against the resolution.

• Approved several donations to the Buccy Backpack Program.

• Approved several personnel items, including the resignation of SPED teacher Kristie Rolling, a contract with Jim Wirkus to be Buildings and Grounds supervisor, and approved lane changes for Peter Koenig, Leonor May and Heather Hernandez.

Wirkus, who is currently a member of the custodial staff, will begin his new position immediately, Fletcher said after the meeting, and will work with current Buildings and Grounds Supervisor Al Gieser, who will be retiring in a few months.

• Approved the final readings and changes to seven School District policies.

Former W’bago mayor charged with four felonies

Former Winnebago mayor Scott Robertson and his son, Jacob Jon Robertson, were arrested and booked at the Faribault ...

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Wells Council approves project layout

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PEB Board begins 2024 meeting season

On February 1, the Public Employees Benefits Board (PEB Board) met for the first time in 2024. Members attended in person at the Health Care Authority (HCA) building in Olympia and remotely. The meeting was open to the public both in person and via Zoom.

Meeting recap

Highlights are listed below. See the briefing book for all presentation materials.

Heather Schultz, MD, HCA associate medical director, led a panel discussion focused on equity in health care access and outcomes. The panelists included Nicole St. Clair, MD, Regence; Geoffrey Ankeney, MD, Kaiser Permanente of Washington; and Quyen Huynh, DNP, HCA.

HCA staff presented on the following:

  • Diversity, equity, and inclusion data collection efforts
  • Behavioral health network adequacy
  • Fall 2023 open enrollment summary, including enrollment numbers, in-person and online benefits fairs attendance, and customer service results
  • Procurement and benefit planning cycles
  • Retail pharmacy trends
  • Pharmacy provisions within the Inflation Reduction Act
  • PEBB Medicare benefits legislative report and possible 2025 UMP Classic Medicare Part D plan option. The Board will further discuss the option to transition pharmacy benefits in UMP Classic Medicare to Part D coverage in upcoming meetings.
  • Benefits 24/7 online enrollment system launch
  • Contracting for administration of UMP
  • Governor’s budget and 2024 legislative session
  • Preview and discussion of issues the Board will consider this year

Next meeting

The next public meeting of the PEB Board is scheduled for March 21, 2024, starting at 9 a.m. Board members and the public may attend in person (masks are optional) or virtually via Zoom. A link or call-in number for virtual attendance will be noted on the meeting agenda and posted on the PEB Board Meetings and materials webpage.

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  1. 13 Tips on How To Nail a Presentation To the Board of Directors

    1. Know your audience. Knowing your listeners is as important as the content of your presentation. When you understand their priorities, you can put together a presentation that speaks directly to them. If you don't know the board well, do some research and get answers to these questions: What does the board care about?

  2. Board Meeting Presentation Template

    Use a board meeting presentation to: Align on key company initiatives Share updates with the board Evaluate campaigns or goals ‍ Board Meeting Presentation Sample Customize your board meeting presentation. Make an impact with your presentation by using graphs, charts, timelines, diagrams, and sales funnels.

  3. 3 Ways to Nail Your Presentation to the Board

    In this article, the author outlines three practices every business leader should embrace to enhance their board presentations: 1) Start with a governing thesis: a big idea or perspective that...

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    A board presentation is the CEO's or CFO 's opportunity to speak directly to the board of directors. It's your chance to get them to understand your vision, to secure buy-in on financial needs and projects, and to explain the company's performance.

  5. Board Meeting Presentation Template [Customizable]

    A board meeting is an official gathering of the members of a company's Board of Directors (or equivalent) to discuss business matters. It usually takes place once per month. The purpose of a board meeting is to allow directors to share their views about the company's performance and future plans.

  6. How to run board meetings: advice & examples from an expert

    A board meeting is a formal gathering of the members of a board of directors or governing body of an organization. It is a scheduled event where board members come together to discuss and make decisions on matters related to the organization's strategy, policies, financials, operations, and other significant issues.

  7. 15 tips for delivering a successful presentation to the board

    1. Know the audience and the logistics of the meeting Before starting work, ask who will be in the meeting and get biographies and photos of each person. Understand their areas of interests, their education and their expertise. You're there for a reason, so you need to ask, "What can I offer that they don't know already?"

  8. Formal Board Meeting

    Formal Board Meeting Presentation Free Google Slides theme and PowerPoint template When there's a board meeting there is always lots of people to impress. How do you usually handle that pressure? Having a well-designed, formal and original presentation backing you up can be a game changer when presenting business data.

  9. Best Tips on How to Present to the Board of Directors in 2022

    Here's our list of tips for nailing any presentation to the Board: Be prepared Know your audience Ask to see the full agenda for the Board Meeting Don't use jargon Know the exact points you want them to remember Use data and benchmarks Make your slides look decent Get your materials right Practice Do not read from notes

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    STEP 1 - Understand and focus on the essence. a. Understand the purpose of your talk and stick to it. The Board has invited you for a purpose. Make sure that this purpose is crystal clear. If it...

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