board presentation ppt

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:

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

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.

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.

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.

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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.

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

AI generated Pitch Deck 🤖

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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Board of directors presentation: The all-in-one guide

Learn how to craft a persuasive pitch, deliver your presentation with confidence.

Raja Bothra

Building presentations

When it comes to presenting to your board of directors, it's not just another run-of-the-mill presentation. You're facing a unique audience with high expectations and critical decisions to make.

In this guide, we'll delve deep into the art of creating impactful board of directors presentations. Whether you're a seasoned presenter or just starting out, these insights will help you shine in front of your board members.

Art of presenting to your board of directors

Presenting to your board of directors is a skill that can significantly impact your organization's success. It's a chance to convey your ideas, strategies, and achievements in a way that aligns with the company's goals and values.

Board of directors: The pillars of governance

The board of directors, often referred to as the "board," plays a crucial role in steering the company. They are responsible for major decisions, overseeing company performance, and ensuring it stays on course. Understanding the dynamics of the board is key to a successful presentation.

Board members: Your audience

Your board members are a diverse group with varying backgrounds and expertise. They bring their unique perspectives to the table. Addressing their specific needs and concerns is essential to a successful presentation.

Slide design: Crafting visual impact

In board presentations, slides are your canvas. Use them to create a visual narrative that complements your verbal communication. Avoid overcrowding slides with text. Instead, focus on concise, visually appealing slides that enhance your message.

Board meeting dynamics

Board meetings are structured events where presentations are made, decisions are taken, and strategies are discussed. Understanding the flow and purpose of a board meeting is crucial to your presentation's success.

Purpose of a board of directors presentation: Why do we need one?

Why present to the board.

Every board of directors presentation serves a distinct purpose. Whether it's a quarterly performance update or a strategic proposal, your presentation should align with the board's needs and expectations.

The long-term value proposition

Remember, your presentation should not just be about the here and now. It should convey the long-term value your strategies and initiatives bring to the company.

How to structure an effective board of directors presentation

A well-structured presentation is like a well-organized roadmap. It guides your board members through your ideas, helping them understand and appreciate your perspective.

1. Title slide :

• Start with a compelling title that summarizes the purpose of the presentation.
• Include your company logo and the date of the presentation.

2. Agenda :

• Create a slide that outlines the agenda for the presentation.
• This helps set expectations for what will be covered.

3. Introduction :

• Begin by introducing yourself and your role within the company.
• Provide a brief overview of the presentation's purpose and goals.

4. Company overview :

• Present a concise overview of your company, including its history, mission, and key achievements.

5. Financial highlights :

• Share key financial metrics and performance indicators.
• Use charts and graphs to visualize data for easy comprehension.

6. Operational updates :

• Discuss recent operational developments, such as product launches, market expansion, or cost-saving initiatives.

7. Market analysis :

• Provide insights into the industry landscape, market trends, and competitive positioning.

8. Strategic initiatives :

• Detail any strategic initiatives, projects, or goals your company is pursuing.

9. Risk assessment :

• Identify and assess potential risks and challenges your company may face.
• Explain your mitigation strategies.

10. Financial projections :

• Present future financial projections, including revenue forecasts and expense estimates.

11. Recommendations :

• Offer recommendations or decisions that require the board's input or approval.
• Clearly state the desired outcomes.

12. Q&A session :

• Dedicate a slide to transition into a question-and-answer session.
• Encourage board members to ask questions and seek clarifications.

13. Conclusion :

• Summarize the key points of your presentation.
• Express gratitude for their time and input.

14. Next steps :

• Outline the next steps or actions expected from the board following the presentation.

15. Closing remarks :

• End with closing remarks and thank the board for their attention.
• Reiterate your commitment to the company's success.

16. Appendix (Optional):

• Include any additional data, charts, or supporting documents in the appendix.

Do's and don'ts on a board of directors presentation

Presenting to a board of directors is both an art and a science. Knowing what to do and what to avoid can make or break your presentation.

• Rehearse : Practice makes perfect. Rehearse your presentation to ensure a smooth delivery.
• Keep it concise : Avoid lengthy, meandering explanations. Keep your presentation concise and to the point.
• Engage your audience : An engaging presentation can help board members understand complex topics better.

Don'ts:

• Overload the slides : Avoid overcrowding slides with too much information.
• Copy-paste content : Your presentation should never be a copy of existing documents.
• Lack of preparation : Don't go into a presentation without thorough preparation.

Summarizing key takeaways

• Unique audience expectations: Board presentations are distinct, requiring understanding of the board's unique audience with high expectations and decision-making authority.
• Impactful communication: Craft presentations that effectively convey ideas, strategies, and achievements aligned with the company's values for maximum impact.
• Board governance insights: Recognize the vital role of the board in steering the company, making significant decisions, and maintaining its course.
• Diverse board members: Acknowledge the diverse backgrounds and expertise of board members; cater to their specific needs and perspectives for success.
• Effective presentation structure: Structure presentations thoughtfully, including key elements like agenda, company overview, financial highlights, strategic insights, and a focus on engagement while avoiding common pitfalls.

1. How should I approach discussions and decision-making in the boardroom after my presentation?

After your presentation, discussions in the boardroom are crucial for reaching a consensus and fine-tuning the decision. It's not uncommon that the discussion starts immediately without formal presentations. Be ready to engage with board members, answer questions, and provide additional information if needed. Keep the long-term value and risks in mind during these discussions, as board members generally watch over the long-term value of the company. Your role in the boardroom is not only to present but also to actively participate in the decision-making process.

2. What are some tips for engaging board members during a presentation?

Engaging board members during a presentation is essential for a successful outcome. Here are some tips:

• Craft visually appealing slides that support your content.
• Use bullet points to present key arguments or take-aways.
• Encourage questions and open discussions to foster engagement.
• Keep the presentation concise and focused on what really matters.
• Avoid going into the details of things beside the point.
• Make sure your presentation is based on selected details and numbers that are relevant to your proposal.

3. How should I handle questions and answers (Q&A) during a board presentation?

Handling Q&A during a board presentation requires finesse. Be prepared to answer questions, even if you don't know the answer, but be honest if you don't have the information at hand. Don't take questions lightly, as they can influence the board's decision. Additionally, don't make up information. If necessary, offer to follow up with a detailed response after the presentation. Q&A is an opportunity to provide clarity and ensure the board members understand your proposal.

4. What should I include in the slides of my board of directors presentation?

The content of your presentation slides is crucial. Each slide should contribute to the narrative of your presentation. Use visuals, bullet points, and concise text to convey your message effectively. Your slide deck should be more than a mere copy of the presentation. It should be a visual aid that supports your spoken words. Ensure that your slides align with the purpose of your presentation and the key arguments you want to present. Don't overload the slides with unnecessary information; instead, focus on elements that you want the board to remember.

5. How can I make my board presentation more impactful and memorable?

To make your board presentation impactful and memorable, consider these strategies:

• Craft an inductive story that captures the board's attention from the start.
• Structure your presentation based on the three typical parts: introduction, key arguments, and conclusion.
• Prioritize information quality and unanimity in your presentation.
• Ensure your presentation revolves around what really matters to the board.
• Use connectors for your computer to ensure everything goes as you expected during the presentation.
• Finally, don't forget to express gratitude for their time and attention at the end.

Create your board of directors presentation with Prezent

In the world of board presentations, having the right tools can make all the difference. Prezent, an AI presentation software designed for enterprise teams, can help you create compelling board presentations that are on-brand, engaging, and effective.

With Prezent, you can:

• Craft visually appealing slides that resonate with your board members.
• Save time and effort in creating and sharing presentations.
• Ensure 100% compliance with brand guidelines.
• Collaborate with your team in real-time, even for overnight presentations.

Presenting to your board of directors is a skill that evolves with experience and preparation. Whether it's your first presentation or you're a seasoned presenter, following best practices and leveraging tools like Prezent can help you deliver presentations that leave a lasting impact on your board members. Remember, it's not just about the content; it's about the art of persuasion and engagement.

To further enhance your boardroom presentations, consider incorporating a well-structured Board of Directors meeting presentation template . This valuable tool can guide you in organizing your thoughts, ensuring clarity in your message, and maintaining a professional and polished appearance. So, next time you step into the boardroom, armed with your carefully crafted presentation and utilizing a Board of Directors meeting presentation template, keep in mind the insights and tips shared here. With the right approach and a touch of finesse, you can master the art of presenting to your board of directors.

Are you ready to make a real impact with your presentation to the board? Try our free trial or book a demo today with Prezent!

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3 Ways to Nail Your Presentation to the Board

• Daniel Casse

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.

• 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 PowerPoint Template And Presentation

Description

• Reviews (0)

Introducing our Board Meeting PowerPoint Template and Presentation, a professional and visually engaging solution to streamline your board meetings. This comprehensive template offers a sleek and modern design, specifically tailored for boardroom presentations.

With a clean layout and easy-to-navigate slides, this template includes all the necessary elements for a successful board meeting presentation. From agenda slides and team introductions to financial reports and project updates, everything you need is at your fingertips. Impress your board members with a polished and well-organized presentation that reflects the professionalism and forward-thinking approach of your company.

Key features of our Board Meeting PowerPoint Template include: 1. Fully Editable Slides: Customize the content, colors, and layout to suit your specific needs and branding requirements. 2. Professional Design: Present information in a clear and concise manner with a sleek and modern design that captivates attention. 3. Easy-to-Use Templates: Save time and effort with pre-designed slides that are ready to be filled with your content. 4. Versatile Layouts: Choose from a variety of slide layouts to showcase different types of information, from charts and graphs to text-heavy slides. 5. Data Visualization: Present complex data and information in a visually appealing way with the help of graphs, charts, and diagrams. 6. Image Placeholders: Easily insert images to enhance your presentation and make a lasting impact on your audience. 7. Comprehensive Content: Cover all the essential elements of a board meeting presentation, including company updates, financial performance, and strategic plans.

Take your board meetings to the next level with our Board Meeting PowerPoint Template and Presentation. Whether you are presenting to internal stakeholders or external investors, this template will help you deliver a professional and impactful presentation that conveys your message with clarity and confidence. Elevate your boardroom presentations and leave a lasting impression with our customizable and easy-to-use template.

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Board Meeting Presentation Template

To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video

This board meeting presentation template features

• 6 slides with striking graphic elements
• Fully customizable slides and details
• Highlights and executive summary report slide
• Performance visualization graphics
• Slides to highlight recent accomplishments and upcoming projects
• A goal and vision slide
• 140+ realistic AI presenters
• Text-to-speech functionality in 130+ languages

Replace PowerPoint and Google Slides, and add a video layer to your board meeting presentation template to increase engagement and information retention. Here's how.

‍ How to use this board meeting presentation template

M‍ake an impactful presentation for your next board meeting in 5 minutes using this professionally-designed board meeting presentation template.

Step 1: Open the template in Synthesia

‍Click the ‘Use in Synthesia’ button to open the presentation in the video editor.

Step 2: Add text

Paste your text into the script box slide by slide, and choose a language and voice. Your text will be transformed into a text-to-speech voiceover in seconds.

Step 3: Customize video

Adjust the template to your brand - change the avatar, background, on-screen text animations, logos, colors, images, and more.

Step 4: Generate video

Click on ‘Generate video’ and your new board meeting presentation is complete!

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 Presentation Template

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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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.

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

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

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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Vision board and mood board template.

Free PowerPoint template and Google Slides theme.

Free mood board template free for ppt download or google slides..

A beautiful template to spark your creativity. Whether you want to envision your future or create a digital collage of ideas, this mood and vision board template will help you stay organized.

All colors are set by the theme colors, so if you fancy a different color pallete, you only need to edit the theme. Click on colors and change the theme colors. If you want to “paint” the walls of each slide, you can do so by editing the background color.

It features a copper wire wall grid, binder clips to hang all your resources, a plant decorating the scene, satin ribbons, and digital stickers made with Word Art.

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Interactive Bulletin Board

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We love stationery! Do you love it too? We think that pens, paper sheets, highlighter pens and pencils are cool. Play around with our interactive bulletin board presentation and add some post-it notes! It’s perfect for teachers, students and for distance learning!

This theme is based on a multi-purpose presentation. It is interactive, so you can click on different buttons that will redirect you to other slides! The background looks like a cork board thanks to its different textures. We have also added push pins, post-it notes, papers, pictures… And other organization items! The hand-drawn title typography is perfect for this sort of creative template, as it makes the presentation even more realistic!

Features of this template

• A realistic template that has a cork board background with paper, post-it notes, buttons, tape and pictures
• 100% editable and easy to modify
• 33 different slides to impress your audience
• Contains easy-to-edit graphics, maps and mockups
• Includes 500+ icons and Flaticon’s extension for customizing your slides
• Designed to be used in Google Slides, Canva, and Microsoft PowerPoint
• 16:9 widescreen format suitable for all types of screens
• Includes information about fonts, colors, and credits of the free resources used

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