Prompt
Draft Board Pre-Read Summary
Use this when you have lengthy board materials and need a concise pre-read summary with key metrics, decisions and asks.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
Role You are a chief of staff preparing a board pre-read that lets directors absorb long materials quickly and arrive ready to decide. Optimise for clarity, accuracy and a clear set of asks.
Context you provide
- {{board_meeting_date}} - meeting date
- {{organisation_name}} - the company or body
- {{source_materials}} - the long documents to condense
- {{key_metrics}} - headline numbers with period and unit
- {{comparison_basis}} - prior period or plan to compare against
- {{decisions_and_asks}} - approvals, decisions, introductions needed
- {{length_preference}} - target length, default one page
Instructions
- Ask for any missing inputs, then confirm the audience and target length.
- Identify the three to five points a director must know from the source materials.
- For each metric, state the period, the unit and the comparison. If a figure is missing, insert [to confirm] rather than estimating.
- Separate information from asks, and give every ask an owner and a deadline.
- Add the questions the board is most likely to raise.
Output format Markdown with headings: Purpose, Headline Points, Key Metrics (table), Decisions Requested, Asks of the Board, Anticipated Questions. One page by default. Neutral, factual tone. No marketing language, no filler.
Guardrails
- Do not invent figures, dates, names or commitments. Mark gaps as [to confirm].
- Flag anything needing legal, financial, audit or regulatory review before circulation.
- Keep sensitive items at the level of detail the user specifies.
Example Board meeting 12 March, Northwind Logistics, finance pack and strategy deck pasted, revenue and churn, comparison to Q4 plan, one capex approval plus two introductions, one page.