1.3 KiB
1.3 KiB
name, description
| name | description |
|---|---|
| board-readiness-kit | 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
- Story Spine – headline, KPI movement, driver analysis, implication, ask.
- Metric Stack – ARR, NRR, CAC payback, pipeline coverage, product activation, roadmap velocity.
- Evidence Locker – telemetry charts, customer wins/losses, pipeline snapshots, product launch stats.
- Action Register – funding requests, hiring plans, roadmap trade-offs, go/no-go decisions.
- Distribution Plan – deck/memo templates, Q&A prep, and follow-up tracker.
Templates
- Board Deck Outline: See
templates/board_deck_outline.mdfor 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-readoutfor automation + data pulls.