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Board Report Pitch Deck Template

Jan 06, 2023

The board report pitch deck is an essential tool for any business looking to make an impression on their board of directors. It is a presentation that outlines the company's business strategy, plans, and progress in a concise and organized manner. Having a well-crafted board report pitch deck can help the board understand the company's goals and initiatives, and help them make informed decisions. This article will provide a template for creating a board report pitch deck that is easy to follow and ensures that all the necessary information is included.

  1. Introduction:
  • Overview of the board report topic and why it's important
  • Summarize the key points and findings
  1. Goals & Objectives:
  • Outline the goals and objectives of the board report
  1. Analysis & Findings:
  • Present the analysis and findings of the board report
  • Include visuals such as graphs and charts to explain the report
  1. Recommendations & Action Items:
  • Present the recommendations of the board report
  • Outline the action items to implement the recommendations
  1. Conclusion:
  • Summarize the key points and findings of the board report
  • Review the recommendations and action items outlined in the report

Tips for Creating a Great Board Report Pitch Deck

Use visuals: Incorporate graphics and visuals to make your presentation more engaging.

A good tip for using visuals is to have fun with the graphics, but still keep them professional. You do not want to be known for your fun presentation graphics, but rather for your great content.

However, if you use fun graphics sparingly, you can use these graphics to help illustrate your points. You can also use these graphics during a break or as a segue between topics to keep the presentation engaging for the audience.

Keep it simple: Avoid using complicated words and complicated slides. Keep it concise and to the point.

As a business owner, you might be used to talking about concepts and ideas in a complex manner because you're used to talking to other business owners. You might be worried that your audience won't understand the message if you speak in a simpler tone.

But when it comes to presentations, you need to remember that your audience is made up of a wide range of people with diverse backgrounds and education levels.

If you assume that everyone in your audience is educated and understands technical terms, you'll lose out on valuable insights from people who might not understand your message, or worse, be intimidated by your speech.

So, if you want to keep your presentations simple, avoid using complicated words and complicated slides.

Include only the most important information: Do not include too many details in your presentation. Stick to the key points you want to communicate.

People will remember the first and last things you say more than anything else in the presentation. Therefore, you should use the most engaging and persuasive content to lead off and conclude your presentation.

For example, if you're advocating for a new product launch, lead with a compelling statistic about the problem you're trying to solve. Then, end with a call to action, such as, 'let's launch this product and solve this problem for real people.'.

If you're making an argument, start by stating the opposing argument and why it's flawed. Then, finish by restating your main point and why it's sound.

While the middle parts of your presentation may be more important from a content standpoint, the beginning and end are more important from a persuasion standpoint.

Structure your slides: Break down your slides into sections for easy comprehension. Use headings and subheadings to group similar topics.

This tip is all about guiding your audience and making sure they understand your slide.

If you are a presenter, you can use it to organize your thoughts while preparing your presentation.

If you are a designer, you can use it to make sure your slides are comprehensible.

So, why is it so important?

According to research, people can remember only 7% of what they read, 20% of what they hear, and 30% of what they see and hear.

So, using headings and subheadings is a great way to highlight the most important information on your slide.

I'd like to add one more thing.

You can use formatting (bold, italics, colors, different font sizes) and even animations to emphasize your subheadings.

Nevertheless, try to keep your slides simple even if you use the structure tip.

Don't go overboard with colors, animations, and fonts as it may distract your audience.

Instead, use these tips to make your slide more understandable.

And remember, never use more than 7 bullets on a slide as more than that complicates it.

If you are looking for a tool to design your slides and keep them simple, then you may try Canva.

Canva has many pre-made templates with various designs. All you need to do is upload your content, drag, and drop it onto the template, and you're good to go.

Use consistent branding: Ensure all your slides have the same colour scheme and font size. This will ensure that your presentation looks professional and polished.

This is a crucial tip I'd like to elaborate on. This is because consistency helps visitors enjoy your website. Having a set of rules will allow the entire team to create content that sits on a platform and makes it easier for users to find content.

There are times when you need to make an exception. But ensure that you explain to your users why you are making this exception.

Leave time for questions: Allow time at the end of your presentation for audience questions. This will ensure that everyone is engaged and has had the opportunity to have their questions answered.

If you're a visual learner, it's easy to get frustrated when someone is speaking and you're only allowed to listen. That's why I always leave time at the end of my presentations for audience questions. This way, everyone is engaged and has had the opportunity to have their questions answered, whether they're a visual, audio, or kinesthetic learner.

I always try to begin my presentations with a short overview of the material I'll be covering, followed by questions. This way, everyone has a chance to get oriented to the topic and formulate their questions.

Frequently Asked Questions

How can I create a Board Report pitch deck?

One of the first things to consider when creating a board report pitch deck is the focus of the presentation. Will this presentation be geared towards a specific board member or will it address the board as a whole? Also, what is the goal of the presentation? Will it be to introduce a new product or service? Will it be to show financial performance? Will it be to ask for funding for a specific project?

The more you can narrow down the focus of the presentation and the goals of the presentation, the easier it will be to create the deck.

What are the most important aspects of Board Report pitch deck?

Every investor has a different approach. Some of them like to discover a business before investing. Others want to be more aggressive and invest right away. So, it is crucial to uncover investors' sentiments and needs before starting the pitch.

Different investors have different approaches

Create a short survey with 20-30 questions. Ask some obvious questions like why do you want to invest in this company?, but also some specific ones like how do you like to be contacted?, how many companies do you invest in per month?, etc.

Send the survey and ask for a quick reply. It is best to do it within a few days before your pitch.

Why is it important that you create a Board Report pitch deck?

When you're looking to secure funding for your company, it's important to have a well-crafted pitch deck ready to go. The first step is to understand who you're pitching to, and why they should invest in your business.

Consider who will be on the board and what they're looking for in an investment. Depending on the industry you're in and the goals of the company, your pitch may vary.

Your pitch deck should include your company's goals, financials, and metrics that show how you've achieved success so far. It should also be visually pleasing and follow a clear story arc so that your message is easily understood by your audience.

Who benefits from creating a Board Report pitch deck?

Appointing a board of directors has many advantages. It can help you grow your company, provide a fresh perspective, and ensure that your company is on the right track. Your board members will help you make strategic decisions and navigate challenges. They can also provide valuable advice and guidance.

However, in order to receive this advice and guidance, you must first communicate your vision for the future. This is where your pitch deck comes in. Your pitch deck should be able to clearly communicate your company's vision, mission, and values. It should also highlight your short-term and long-term goals. Your board members need to understand where you're going and why you're going there in order to provide the best advice and guidance.

What are some extra considerations for improving my Board Report pitch deck?

When you are pitching your board report, you need to present your data in an organized fashion. It is important to have a clear and concise presentation. You should be able to answer all of the questions that your board members may have. Make sure that you are prepared for the meeting and that you have all of the necessary information to hand over to the board.

Another consideration is to make sure that you are able to communicate your message effectively. You need to be able to speak clearly and concisely. You should not ramble on or get off track. This will only confuse your audience and make it harder for them to understand what you are saying. When you are pitching your board report, be sure to organize your data and be prepared to communicate your message effectively. This will help you to be successful.

What are some resources for creating a Board Report pitch deck?

Board reports are always a good idea. Not only can they help you to improve as a leader but they can also help you to gain a better understanding of your business and how it is performing.

When creating a board report pitch deck, it is important to focus on the things that are important to your audience. In this case, your audience will be the board members who are going to be listening to your report. So, you want to make sure that you include things that they will be looking for in your deck.

For example, if they are looking for specific numbers, then make sure that you include those numbers in your deck. If they are looking for trends, then make sure that you include those trends in your deck. If they are looking for specific information about specific departments, then make sure that you include that information in your deck.

What are some tips for creating a Board Report pitch deck?

When it comes to creating a Board Report pitch deck, it's important to remember that the key to success lies in how you present the information. By creating a visually-appealing and engaging presentation deck, you'll be able to capture the attention of your audience and convey the information in a way that is easy to understand.

To get started, it's important to identify your key objectives and goals for the presentation. Once you've done that, it's time to think about the overall theme and tone of the presentation. Once you've figured those things out, it's time to start crafting your presentation deck. To make things easier, it's a good idea to use a presentation tool like Canva to create custom designs and layouts for your slides.

How can I make sure my Board Report pitch deck is successful?

If you have an established board, you may want to run a pop-up survey before your next meeting to gauge their interest and get some initial feedback. You can design the survey in Google Forms or a similar survey tool.

Ask them what they want to see in the report. What are they most interested in? What metrics do they care about the most? What do they consider the most important metrics? What data do they want to see in the report that isn't currently being shown?

Once you receive the survey responses, you can use that information to create an effective report that will be helpful to your board.

What are some common mistakes people make when creating a Board Report pitch deck?

One mistake that I often see when people are creating a Board Report pitch deck is not including enough information about what the company is currently doing, or what they have already accomplished. Many times, they will focus too much on what they plan to do in the future, and not enough on what they have already accomplished. This can lead to the board members not being as impressed with the company as they could be, which can make it more difficult to get funding.

It's important to balance your pitch deck by including information about both what the company has already done, as well as what they plan to do in the future.

How can I avoid making mistakes when creating a Board Report pitch deck?

It's important to be thorough and make sure every word in the board report is carefully evaluated. You don't want to make any spelling mistakes, grammatical errors, or punctuation mistakes. It's a good idea to have at least two people proofread the report.

What are some things I should keep in mind when creating a Board Report pitch deck?

One of the most important aspects of a board report is how you present the information to the board members. The best way to do this is to use visual aids, such as charts and graphs. This will help keep the board members engaged and ensure that they understand the information being presented. In addition, you should use clear and concise language when presenting the information. This will ensure that the board members understand what is being presented and can ask any questions they may have.

When creating a board report pitch deck, first make sure that the information is accurate and complete. Be sure to present the information in a clear and concise manner. Use visual aids such as charts and graphs to help the board members understand the information being presented and engage them in the discussion. Finally, be sure to proofread the deck thoroughly before presenting it to the board members to ensure that there are no mistakes or errors. By following these steps, you will be able to create an effective board report pitch deck that presents your information in the best possible light.

Is there anything else I should know about creating a Board Report pitch deck?

Creating a Board Report pitch deck is part art and part science. On one hand, it's important to include all the relevant information your audience will need to understand the story you're telling. On the other hand, you don't want to overwhelm your audience with too much information, which can lead to confusion and misunderstandings.

The best way to strike the right balance is to create a storyboard and then identify all the key points you want to make. Then, use the storyboard as a guide to determine how much space you'll need for each point. For example, you might allocate one slide for each key point and then fill each slide with as much information as possible. Alternatively, you might allocate two or three slides for each key point and then only include the most important information on each slide.

Ultimately, the goal is to create a pitch deck that effectively communicates your story while also keeping your audience engaged. So, experiment with different amounts of information on each slide, and then determine which approach works best for your audience.

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