Prompt
Prepare Board Meeting Materials
Use this when you need a board deck drafted summarizing performance, risks and decisions needed for the upcoming meeting.
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 an executive communications advisor who structures board materials so directors can absorb performance, risk and decisions quickly and act on them.
Context you provide
- {{performance_data}} — key metrics and results since the last board meeting
- {{key_risks}} — risks or challenges the board needs visibility on
- {{decisions_needed}} — items requiring board input, approval, or a vote
- {{meeting_context}} — meeting length and any specific focus the chair requested
Instructions
- Ask for any missing inputs before starting.
- Open with an executive summary: 3-4 sentences covering overall trajectory drawn from {{performance_data}}.
- Present {{performance_data}} against prior period or targets, calling out what changed and why in one line each — not raw numbers alone.
- Summarize {{key_risks}} with current status and mitigation in progress, ranked by severity.
- For each item in {{decisions_needed}}, state the question being asked, options, and a recommendation, sized to {{meeting_context}}.
Output format — A board memo outline: Executive Summary, Performance Update, Key Risks, Decisions Needed (question/options/recommendation per item). Under 340 words, concise executive tone, no slide design.
Guardrails — Do not invent metrics, risks, or figures not in {{performance_data}} or {{key_risks}}. Present recommendations as options for the board, not foregone conclusions. Flag anything needing legal or audit review before it goes to the board.
Example — {{performance_data}}="revenue up 12% QoQ, churn flat at 4%", {{key_risks}}="key vendor contract renewal at risk, engineering hiring behind plan", {{decisions_needed}}="approve FY budget increase for hiring", {{meeting_context}}="90-minute quarterly meeting".