<aside> <img src="https://prod-files-secure.s3.us-west-2.amazonaws.com/2c74e56c-17fb-4c82-9338-1f98bacb5287/e3d61a19-4525-4cfc-bb30-9fab7308b1fa/puzzle.jpg" alt="https://prod-files-secure.s3.us-west-2.amazonaws.com/2c74e56c-17fb-4c82-9338-1f98bacb5287/e3d61a19-4525-4cfc-bb30-9fab7308b1fa/puzzle.jpg" width="40px" /> Created by Puzzle Financial. Copy this template to manage each of your board meetings and send out prior as a pre-read.
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<aside> 💡 Note: This section is typically written after you complete the business highlights section. Aim for one page, human-readable text summarizing the key points from below. Don’t forget to highlight the wins and set up the discussion for the day of the board meeting.
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<aside> 💡 Note: This section should include all the materials and context to have an effective discussion during the board meeting. This should include factual information like financials, metrics and goals, as well as anything else to highlight, brag about, materials risks to disclose, and ideally proactively answering questions for the day-of discussion. After this exercise, writing the executive summary should be easier and typically the discussion questions emerge.
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