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board-readiness-kit skill

/plugins/b2b-saas/skills/board-readiness-kit

This skill assists you craft board and investor updates by assembling metrics, stories, and actions into a concise, actionable narrative.

npx playbooks add skill gtmagents/gtm-agents --skill board-readiness-kit

Review the files below or copy the command above to add this skill to your agents.

Files (2)
SKILL.md
1.3 KB
---
name: board-readiness-kit
description: Narrative and artifact system for preparing SaaS board/investor updates.
---

# Board Readiness Kit Skill

## When to Use
- Drafting quarterly board/investor updates linked to GTM + product metrics.
- Equipping execs with consistent KPI stories, risks, and asks.
- Coordinating cross-functional data pulls for diligence requests.

## Framework
1. **Story Spine** – headline, KPI movement, driver analysis, implication, ask.
2. **Metric Stack** – ARR, NRR, CAC payback, pipeline coverage, product activation, roadmap velocity.
3. **Evidence Locker** – telemetry charts, customer wins/losses, pipeline snapshots, product launch stats.
4. **Action Register** – funding requests, hiring plans, roadmap trade-offs, go/no-go decisions.
5. **Distribution Plan** – deck/memo templates, Q&A prep, and follow-up tracker.

## Templates
- **Board Deck Outline**: See `templates/board_deck_outline.md` for slide structure.
- **Memo template** for async updates.
- **Decision log sheet** capturing approvals, blockers, and owners.

## Tips
- Keep slide copy concise; push deep dives to appendix or data room.
- Pre-wire risk sections with mitigation steps to build confidence.
- Pair with `prepare-board-readout` for automation + data pulls.

---

Overview

This skill helps teams prepare polished, evidence-backed board and investor updates focused on go-to-market and product metrics. It combines narrative frameworks, metric templates, and artifact organization to turn raw data into concise decks, memos, and decision logs. Use it to ensure consistency, reduce prep time, and surface clear asks and risks to investors and executives.

How this skill works

The skill guides authors through a repeatable story spine: headline, KPI movement, driver analysis, implications, and the ask. It maps essential GTM and product metrics into a metric stack and collects supporting evidence into an evidence locker (charts, customer signals, pipeline snapshots). It produces deliverables such as a board deck outline, an async memo template, a decision log, and a distribution plan including Q&A prep and follow-up tracking.

When to use it

  • Preparing quarterly board decks or investor memos tied to GTM and product performance
  • Aligning execs on a consistent KPI narrative, risks, and specific asks
  • Coordinating cross-functional data pulls for diligence or deep dives
  • Documenting decisions, approvals, and trade-offs before a board meeting
  • Streamlining prep when timing is compressed or multiple stakeholders contribute

Best practices

  • Lead with a single clear headline and the net KPI movement before diving into detail
  • Keep main slides concise; move deep analyses and raw telemetry to an appendix or data room
  • Pre-wire risk sections with mitigation steps and owners to build trustee confidence
  • Use the decision log to capture owners, deadlines, and follow-up actions immediately
  • Package evidence (charts, snapshots, customer notes) in an evidence locker for quick review

Example use cases

  • Quarterly board update showing ARR, NRR, CAC payback, and pipeline coverage with asks for headcount
  • Investor memo summarizing a product launch, activation metrics, early retention signals, and next-step funding request
  • Pre-meeting pack that consolidates sales pipeline snapshots, major wins/losses, and key product trade-offs
  • Diligence bundle that gathers telemetry charts, roadmap velocity stats, and decision logs for investor review

FAQ

What metrics should be prioritized for a SaaS board update?

Prioritize ARR, NRR, CAC payback, pipeline coverage, activation, and roadmap velocity; pick the subset that most directly ties to your current ask or decision.

How do I handle sensitive or incomplete data?

Flag sensitivity in the evidence locker, include caveats in the memo, and offer appendix-level detail or a secure data room for sensitive datasets.