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Prompt course · 8 lessons · 25 prompts · 1 hour · Beginner

AI for Board Members

This prompt course gives board members eight practical lessons for meetings, financial reports, strategy, policy, risk, CEO reviews, compliance, and succession. Each lesson turns a real board task into a prompt you can use right away.

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What you'll learn

  • Prepare Meetings: Use AI to review board materials and draft focused questions for the agenda.
  • Read Financials: Use AI to explain financial statements and point out trends worth discussing.
  • Set Strategy: Use AI to brainstorm strategic options and shape clear strategic statements.
  • Review Policies: Use AI to check policy drafts against governance practices and spot gaps.
  • Assess Risks: Use AI to analyze risk reports and suggest mitigation ideas for review.
  • Evaluate CEO: Use AI to structure CEO evaluations and summarize performance feedback.
  • Check Compliance: Use AI to understand regulatory requirements and review compliance reports.
  • Plan Succession: Use AI to develop succession plans and identify development needs for key roles.

What's inside

8 lessons · 25 prompts
  1. Before you start · framework course TAG Prompt Framework: Task, Action, GoalTAG fits board work because starting with the goal sharpens options, such as deciding whether to approve a merger or seek alternatives.
  2. Start here Priya's Thursday, two waysA day in the life of a Board Member, before and after these prompts.
  3. 01 Lesson 1 · 3 prompts Preparing For Board Meetings
  4. 02 Lesson 2 · 4 prompts Understanding Financial Reports
  5. 03 Lesson 3 · 3 prompts Setting Strategic Priorities
  6. 04 Lesson 4 · 3 prompts Approving Policies And Governance
  7. 05 Lesson 5 · 3 prompts Assessing Organizational Risks
  8. 06 Lesson 6 · 3 prompts Evaluating CEO Performance
  9. 07 Lesson 7 · 3 prompts Ensuring Regulatory Compliance
  10. 08 Lesson 8 · 3 prompts Planning Succession Strategies

About this course

7 topics

Prompts for Board Members: Prepare, Question, Decide

Board members need to read widely, ask precise questions, and keep the organization accountable. This course shows you how to use AI prompts for the work that fills your calendar before and after meetings.

You do not need accounting or legal expertise. You need a clear way to ask for summaries, comparisons, and explanations, then apply your own judgment.

  1. The lessons
    1. Preparing For Board Meetings: Use AI to efficiently review board materials and prepare focused questions for upcoming meetings.
    2. Understanding Financial Reports: Use AI to explain financial statements and spot important trends without needing deep accounting expertise.
    3. Setting Strategic Priorities: Use AI to brainstorm and evaluate strategic options and craft clear strategic statements.
    4. Approving Policies And Governance: Use AI to review policy drafts and ensure they align with governance best practices.
    5. Assessing Organizational Risks: Use AI to analyze risk reports and develop mitigation strategies.
    6. Evaluating CEO Performance: Use AI to structure CEO evaluations and analyze performance feedback.
    7. Ensuring Regulatory Compliance: Use AI to understand regulatory requirements and review compliance reports.
    8. Planning Succession Strategies: Use AI to help develop succession plans and identify development needs for key roles.
  2. What The Course Covers

    The course follows the board year. You prepare for meetings, read financial reports, set strategy, approve policies, assess risks, evaluate the CEO, check compliance, and plan succession.

    Each lesson gives you a prompt pattern, a short explanation, and a way to adapt it to your organization.

  3. How Lessons Connect

    The lessons build on each other. Preparing for meetings helps you ask better questions about financial reports and strategy.

    Policy review, risk, compliance, and CEO evaluation all depend on clear evidence and careful judgment. Succession planning ties the long view to the people who will lead next.

  4. How To Use Prompts Well

    Give the AI context: the type of organization, the decision at hand, and the audience. Ask for a short brief, then ask follow up questions.

    Check names, numbers, and rules against the original documents. Treat the AI output as a starting point, not a final answer.

  5. Who This Course Is For

    This course is for board members, trustees, and advisors who want to be prepared without spending every evening reading.

    It also suits board chairs and committee leads who guide discussions and need clear summaries.

  6. Safety And Privacy

    Board materials can be sensitive. Do not paste confidential financials, personnel details, or legal advice into a tool your organization has not approved.

    Follow your board's policies, remove personal information when you can, and keep human review in the loop.

  7. Your Next Step

    Start with the first lesson before your next meeting. Bring one board document and one question you need to answer.

    Practice the prompt, adjust it to your voice, and notice how much time you save for the discussion itself.