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