--- name: board-readiness-kit description: Narrative and artifact system for preparing SaaS board/investor updates. --- # Board Readiness Kit Skill ## When to Use - Drafting quarterly board/investor updates linked to GTM + product metrics. - Equipping execs with consistent KPI stories, risks, and asks. - Coordinating cross-functional data pulls for diligence requests. ## Framework 1. **Story Spine** – headline, KPI movement, driver analysis, implication, ask. 2. **Metric Stack** – ARR, NRR, CAC payback, pipeline coverage, product activation, roadmap velocity. 3. **Evidence Locker** – telemetry charts, customer wins/losses, pipeline snapshots, product launch stats. 4. **Action Register** – funding requests, hiring plans, roadmap trade-offs, go/no-go decisions. 5. **Distribution Plan** – deck/memo templates, Q&A prep, and follow-up tracker. ## Templates - **Board Deck Outline**: See `templates/board_deck_outline.md` for slide structure. - **Memo template** for async updates. - **Decision log sheet** capturing approvals, blockers, and owners. ## Tips - Keep slide copy concise; push deep dives to appendix or data room. - Pre-wire risk sections with mitigation steps to build confidence. - Pair with `prepare-board-readout` for automation + data pulls. ---