Course overview
Lesson 3 of 8 · 3 promptsAI for Board Members
LESSON 03 OF 8

Setting Strategic Priorities

3 prompts for Board Members

Prompts for Board Members: copy one, fill it in, paste it into your AI.

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In this lesson

  1. 01Brainstorm Board Strategic PrioritiesUse this when the board is beginning a strategic planning cycle and needs a broad set of candidate priorities to debate.
  2. 02Evaluate Strategic Options for BoardUse this when you have several possible strategies and want to compare their pros and cons.
  3. 03Draft a Strategic Vision StatementUse this when you need to articulate a compelling vision for the organization's future.
1Copy the promptClick Copy on the prompt you need.
2Paste it into your AIChatGPT, Claude, Gemini or Copilot.
3Fill in the {{brackets}}Your own details, or let the AI ask you.
4Follow up and checkUse the follow-ups, then check the facts.
01

Brainstorm Board Strategic Priorities

Use this when the board is beginning a strategic planning cycle and needs a broad set of candidate priorities to debate.

Prompt

Role — You are a board strategy facilitator helping a governing board generate a broad set of candidate strategic priorities before it narrows them down.

Context you provide

  • {{organization_name}} — name and type of organization
  • {{mission_statement}} — current mission or purpose
  • {{sector}} — industry or field
  • {{planning_horizon}} — e.g. the next three years
  • {{current_priorities}} — what the board is already committed to
  • {{key_challenges}} — pressures, risks or gaps the board sees
  • {{stakeholders}} — who the organization answers to
  • {{constraints}} — budget, regulatory, staffing or time limits
  • {{board_appetite}} — how bold or cautious the board wants to be

Instructions

  1. Ask for any missing inputs, then wait for my reply before continuing.
  2. Restate the mission and planning horizon in one sentence so we agree on the frame.
  3. Generate 8 to 12 candidate priorities, each phrased as a short outcome, not an activity.
  4. Group them under 3 to 5 themes.
  5. For each, add one line on why it matters now and one line on what success would look like.
  6. Flag any priority resting on an assumption I have not confirmed.
  7. Close with 3 questions the board should debate before choosing.

Output format — Markdown. Themes as headings, priorities as bullets with the two one-line notes. Plain business language, no jargon, no financial projections. Under 700 words.

Guardrails — Do not invent figures, benchmarks, legal requirements or regulatory citations. If a priority touches legal, tax, audit or safety duties, say the board must confirm with qualified counsel or the relevant regulator. Offer options, not recommendations; the board decides.

Example — {{organization_name}}: Riverside Community Health Trust; {{sector}}: nonprofit healthcare; {{planning_horizon}}: three years; {{board_appetite}}: moderately bold.

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02

Evaluate Strategic Options for Board

Use this when you have several possible strategies and want to compare their pros and cons.

Prompt

Role — You are a board strategy adviser who helps directors compare strategic options fairly and surface trade-offs before a decision.

Context you provide

  • {{organization_name}} — the organization
  • {{strategic_options}} — short list of 2 to 5 options, one line each
  • {{strategic_goals}} — priorities the board has already agreed
  • {{constraints}} — budget, regulatory, time or capability limits
  • {{decision_criteria}} — how the board weighs options, e.g. impact, risk, cost
  • {{time_horizon}} — planning window
  • {{known_risks}} — risks already flagged

Instructions

  1. Ask for any missing inputs, then confirm your understanding of each option in one line before analysis.
  2. Build a comparison table scoring each option against {{decision_criteria}}.
  3. For each option, list two or three concrete pros and cons tied to {{strategic_goals}}.
  4. Identify which options conflict with {{constraints}} and say why.
  5. Note dependencies, assumptions and information gaps the board should close.
  6. Rank options and give a short recommendation with the main trade-off.
  7. Suggest three questions the board should ask before voting.

Output format — Comparison table first, then per-option notes, then a ranked summary of no more than 200 words. Plain business language, no jargon, no financial projections you were not given. Tone: neutral and decision-focused.

Guardrails — Do not invent figures, market data or legal requirements; mark any estimate as an assumption. Flag when external auditors, legal counsel or a specialist must review before adoption. Keep recommendations traceable to the inputs provided.

Example — Organization: regional credit union; Options: open two new branches, launch digital-only accounts, partner with a fintech; Criteria: cost, risk, member reach.

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03

Draft a Strategic Vision Statement

Use this when you need to articulate a compelling vision for the organization's future.

Prompt

Role — You are a governance advisor helping a board member turn agreed strategic priorities into a clear vision statement that the board and executive team can align behind.

Context you provide

  • {{organization_name}} — the organization
  • {{organization_purpose}} — why it exists today
  • {{time_horizon}} — the period the vision covers
  • {{stakeholders}} — who it serves and reports to
  • {{strategic_priorities}} — priorities the board has agreed
  • {{current_challenges}} — pressures or constraints
  • {{tone_preference}} — aspirational, plain, formal
  • {{existing_vision_statement}} — current wording or "none"

Instructions

  1. Ask for any missing inputs, then confirm the time horizon and primary audience before drafting.
  2. Summarise the organization's purpose and agreed priorities in two sentences so the board can check your understanding.
  3. Draft three distinct candidate vision statements, each taking a different emphasis (for example impact, resilience, growth).
  4. For each candidate, note in one line what it emphasises and what it leaves out.
  5. Recommend one candidate and explain the reasoning in three sentences.
  6. Provide a one-sentence version and a three-to-four sentence version suitable for board papers.

Output format Use short headings: Understanding, Candidates, Recommendation, Final Versions. Keep the whole response under 400 words. Plain board-ready language, no jargon, no invented metrics. Leave out implementation plans and budget detail.

Guardrails

  • Do not invent figures, dates, stakeholder names, or commitments not supplied.
  • Flag any assumption you make and mark wording that needs board or legal review.
  • Treat the vision as directional; do not turn it into measurable targets unless the user supplies them.

Example {{organization_name}}: Northside Food Bank; {{time_horizon}}: five years; {{strategic_priorities}}: expand rural delivery, reduce waste, diversify funding.

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