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Board Meeting Prep Workflow

A 4-step workflow to prepare a complete board deck — from data gathering to narrative and Q&A rehearsal.

1

Run the Business Intelligence Audit

Start by uploading your revenue, support, and NPS data to get a full picture of business health before building the deck narrative.

Full Business Intelligence Audit
Business Strategy & OperationsCopilot Chat
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You are a senior business intelligence consultant. I am uploading three enterprise datasets: revenue data, support ticket logs, and NPS survey responses. Conduct a full BI audit across these three data sources: **EXECUTIVE SUMMARY** - Overall business health score (1-10) with justification - Top 3 opportunities identified across all datasets - Top 3 risks requiring immediate attention **REVENUE ANALYSIS** - Revenue trends by product line and region - Month-over-month and year-over-year growth rates - Top and bottom performing segments - Seasonality patterns and anomalies - Forecast for next [NUMBER OF QUARTERS] based on trend analysis **CUSTOMER SUPPORT HEALTH** - Ticket volume trends and resolution rates - Top 5 issue categories by volume and severity - Average resolution time by priority level - Recommendations to reduce ticket volume by [TARGET REDUCTION PERCENTAGE] **CUSTOMER SENTIMENT (NPS)** - Overall NPS score and promoter/passive/detractor breakdown - Key themes from detractor comments - Action items to move passives to promoters **90-DAY ACTION PLAN** - 5 specific, measurable initiatives with responsible department and expected impact Format as a board-ready report. Company: [COMPANY NAME]. Period: [REPORTING PERIOD].
2

Build the Board Deck Narrative

Use the BI audit output to fill in the key wins, misses, and strategic decisions needed. This generates your slide-by-slide story arc.

Board Meeting Deck Narrative Builder
Business Strategy & OperationsCopilot Chat
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You are a chief of staff preparing a board meeting package for [COMPANY NAME]. The board meeting is on [DATE]. Build a complete narrative structure for the board deck based on the following inputs: - Quarter being reviewed: [QUARTER AND YEAR] - Revenue performance vs. plan: [ACTUAL vs. TARGET] - Key wins this quarter: [LIST 3 WINS] - Key misses this quarter: [LIST 1-2 MISSES] - Top strategic decision needed from the board: [DECISION NEEDED] - Forward outlook concern: [RISK OR HEADWIND] Deliver: 1. A slide-by-slide narrative outline (10-14 slides) with the story arc clearly labeled 2. The opening hook — one sentence that sets the tone for the entire meeting 3. Suggested data visualizations for each section (chart type, axes, what to highlight) 4. Three questions the board is likely to ask and suggested responses 5. The single most important message the CEO should land — and where in the deck to place it Write for a board that includes investors, independent directors, and [INDUSTRY] domain experts.
3

Polish the Executive Presentation

Refine the narrative into a tight executive presentation with a compelling opening hook and clear call to action.

Executive Presentation Narrative Builder
PresentationsPowerPoint
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Build a compelling narrative structure for an executive presentation. Presentation context: - Topic: [SUBJECT] - Audience: [EXECUTIVE TITLE AND FUNCTION] - Length: [NUMBER OF SLIDES / MINUTES] - Goal: [INFORM / DECIDE / APPROVE / INSPIRE / UPDATE] - Key message: [THE ONE THING THEY MUST REMEMBER] - Key decision needed: [IF APPLICABLE] - Context they already have: [WHAT THEY KNOW] - Context they don't have: [WHAT YOU NEED TO BUILD] - Potential objections: [WHAT PUSHBACK DO YOU EXPECT] Build: 1. **Presentation Spine** — A one-sentence storyline: "We need to [ACTION] because [REASON], and if we do, [OUTCOME]." 2. **Slide-by-Slide Outline** — For each slide: title (written as a complete sentence asserting a claim, not a topic), key content, and what decision/feeling you want this slide to produce. 3. **Opening Hook** — How to open in a way that makes the audience lean forward. The first 30 seconds determine whether they're with you or on their phones. 4. **The Turn** — Where in the presentation does the narrative pivot from problem to solution? How to make that turn land. 5. **Data Visualization Guidance** — For each data point you plan to show: what's the right chart type, and what's the one insight to make obvious. 6. **Objection Pre-emption** — Where in the deck to address likely pushback before it's raised. 7. **The Ask** — The final slide. What exactly are you asking them to decide or do, and how do you frame it to make yes the easy answer. 8. **Backup Slide Strategy** — What appendix slides to prepare for likely follow-up questions.
4

Prepare the Executive Briefing

Create a pre-meeting briefing for the CEO covering key decisions, pending approvals, and sensitive stakeholder context.

Executive Weekly Briefing Preparation
Business Strategy & OperationsCopilot Chat
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Prepare a comprehensive executive briefing for the week of [DATE OR WEEK RANGE] for [EXECUTIVE NAME OR ROLE] at [COMPANY NAME]. Sections to include: **THIS WEEK'S PRIORITIES** Review my calendar and flagged emails. Identify the 3 highest-stakes items requiring my personal attention or decision this week. **KEY METRICS TO WATCH** Pull together status on: [METRIC 1], [METRIC 2], [METRIC 3]. Flag any that are off-track from targets. **DECISIONS PENDING** List all open decisions I need to make this week with a brief summary of each option and a recommended path. **STAKEHOLDER PULSE** Flag any stakeholder relationships that need attention — internal or external. Include any escalations, unresolved conflicts, or relationship maintenance actions. **UPCOMING RISKS** What could go wrong in the next 7 days? Rank by likelihood and impact. **PREP FOR KEY MEETINGS** For each major meeting this week, provide: objective, who's attending, the one thing I must accomplish, and any sensitive context to be aware of. Format as a single-page brief I can read in 5 minutes. Use bullet points throughout.
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