Board Deck Outline

A board deck outline is the narrative spine and slide list for a board or investor session — not finished slides, but the story and evidence plan.

Founders default to feature tours. Boards want trajectory, risks, and capital efficiency.

Quarterly board prep, fundraising narrative refresh, or client board-advisory deliverables.

1. Opening headline (one metric + one insight).
2. Progress vs plan (OKR/KR).
3. Product & GTM highlights.
4. Financial snapshot (burn, runway, unit economics).
5. Risks and mitigations.
6. Asks (capital, hires, decisions).
7. Appendix index.

• Each slide has one message.
• Risks are honest, not buried.

• Slide dump without narrative.
• Missing explicit ask.

Northvale Systems — Q2 board outline. 1) Headline: onboarding down 18→11 days, audit risk contained. 2) OKR progress: portal adoption 62%. 3) Product: ERP sync shipped to Plant A. 4) GTM: two enterprise renewals tied to compliance module. 5) Financials: project spend +4% vs plan; ROI case for Phase 2. 6) Risks: supplier API delays; mitigation = manual CSV fallback. 7) Ask: approve Phase 2 budget and hiring one integration lead. Appendix: audit timeline, competitor SRM scan.

PulseWell — seed extension board outline. 1) Headline: 34% manager action rate; pipeline $420K. 2) Traction: 5 design partners; 2 paid pilots. 3) Product: nudge copy legal review in flight. 4) GTM: HRIS marketplace listing submitted. 5) Financials: 14 months runway; burn flat. 6) Risks: clinical positioning; mitigation = operational framing + DPIA. 7) Ask: $1.5M extension at prior terms. Appendix: cohort retention curve, security summary.

Harbor — partner board outline. 1) Headline: diagnostic SKU proves 25% conversion. 2) Utilization: consultants at 82%. 3) Offering: reshoring diagnostic packaged. 4) Pipeline: grant-funded factory leads up 40% YoY. 5) Financials: margin 38%; cash positive. 6) Risks: capacity ceiling Q4. 7) Ask: hire second analyst + marketing spend. Appendix: case studies, pricing sensitivity.

Clearwater — donor advisory board outline. 1) Headline: 20% faster repairs in pilot. 2) Program: 120 sites on CommCare workflow. 3) Impact: 847 monthly check-ins; downtime hours ↓. 4) Funding: 9 months runway on restricted grant. 5) Risks: donor portfolio shift. 6) Mitigation: climate co-benefits narrative (water security). 7) Ask: renew $280K line + approve 60-site expansion. Appendix: site map, volunteer training stats.

Run /boarddeck for BOARD-001, pulling from finance, funding, and OKR assets when available.