| name | Build Board Deck |
| description | Assemble a board-ready presentation from executive meetings, pipeline reviews, and team updates — 7-slide narrative structure with metrics, customer evidence, and asks. Tells a story, not just shows data. Trigger on: board deck, board meeting, board presentation, investor update, board report, quarterly board review, board materials, board pack. |
| dependencies | [] |
| author | Harmony |
| version | 1.0.0 |
| icon | sparkles |
| cover | |
| screenshots | [] |
| category | Strategy |
Purpose
Board decks shouldn't be a scramble. This skill mines your executive team meetings, pipeline reviews, product updates, customer calls, and finance syncs to assemble a board-ready narrative. Instead of cobbling together last-minute slides, you get a structured 7-slide presentation where each slide has a clear owner, a narrative arc, and answers the fundamental question: "so what?" The result is a deck that tells a story about where your company is, where it's going, and what you need from the board.
When to Use
- Quarterly board meeting prep: Synthesize three months of executive conversations into a cohesive board narrative within 48 hours
- Monthly investor update: Build lightweight deck versions for angel investors or board observers between formal meetings
- Fundraising deck prep: Generate Series A/B/C deck foundation with investor-facing metrics and narrative arc
- Emergency board communication: Rapidly assemble crisis or urgent-news decks with transparent problem-solution-timeline structure
- Annual strategic review: Create multi-quarter narrative arc showing company evolution and strategic pivots
- First board deck for new CEO/founder: Establish board communication baseline when CEO or founder needs to set tone for board engagement
Instructions
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Mine recent executive meetings for board-relevant themes: wins (product launches, customer wins), risks (churn signals, pipeline delays), asks (hiring approval, budget reallocation), and strategic shifts (market pivots, competitive moves).
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Pull metrics from finance syncs, pipeline reviews, and product updates: ARR growth, pipeline coverage, burn rate, customer acquisition cost, product velocity, deployment frequency. Ensure metrics connect to business narrative, not just raw numbers.
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Extract customer evidence: Sales call quotes showing why deals won or stalled, NPS signals from customer success meetings, churn context explaining departures, expansion stories showing upsell momentum.
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Structure into 7-slide narrative arc: Executive Summary (situation, progress, ask) → Key Metrics (financial/operational health) → Product & Engineering (shipped, learning, roadmap) → Sales & Revenue (pipeline, expansion, churn) → Customer Health (NPS, retention, case studies) → Team & People (hiring, retention, culture signals) → Asks & Discussion Topics (explicit decisions needed, board input requested).
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Apply the "so what" test: Every slide must answer "what does this mean for the company?" Remove slides that are just status updates. Example: "We shipped feature X" only matters if you can answer how it impacts retention, upsell, or competitive moat.
