A Board Reporting Package (often called a Board Pack) is a collection of corporate updates, metrics, KPIs, and financial statements that give context to a company’s health, performance, and perceived outlook. The package is distributed to directors before each board meeting.
Umbrex has put together a Board Reporting Package guide that details each of the pieces that go into a Board Pack. This guide is available to download in PPT format.
Download the Board Reporting Package Guide
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Contents of the Board Reporting Package
Below you will find each section of the Board Pack, with an image of each slide from that section in a slideshow that you can scroll through.
CEO and Board Chair
Slides in the CEO and Board Chair section [use arrows to view]:
- CEO Update
- Board Chair Update
Agenda
Slides in the Agenda section [use arrows to view]:
- Agenda
- Previous Meeting Minutes
Finance
Slides in the Finance section [use arrows to view]:
- Financial Overview
- Income Statement
- Cash Flow Statement
- Balance Sheet
- Revenue Breakdown
- Operating Expenses Breakdown
- Cost Reduction Initiatives
- Profitability Analysis/ROI
- Working Capital Analysis
- Accounts Receivable
- Accounts Payable
- Capital Expenditures
- Capital Raising
- Debt Overview & Refinancing
- Tax
- Property & Real Estate Update
Foreign Currency Exposure
Product
Slides in the Product section [use arrows to view]:
- Product Development Overview
- Research & Development
- Product Roadmap
Marketing
Slides in the Marketing section [use arrows to view]:
- Market Overview
- Marketing Initiatives
- Market Expansion
- Marketing ROI
- Pricing Strategy
- Data & Analytics
- Advertising
- Competitors
- Branding & Marketing Materials
- Website
- Social Media
- Industry Events & Conferences
- Public Relations
Slides in the Sales section [use arrows to view]:
- Sales Pipeline
- Sales Team Performance
- Sales by Region
- Sales by Channel
- Channel Partners
Operations & Supply Chain
Slides in the Operations & Supply Chain section [use arrows to view]:
- Operations Overview
- Supply Chain Management
- Emergency Preparedness
- Suppliers
- Worker Safety
Customers
Slides in the Customers section [use arrows to view]:
- Customer Service
- Customer Acquisition
- Customer Retention
- Customer Satisfaction
- Consumer Insights
- Customer Case Studies
Human Resources
Slides in the Human Resources section [use arrows to view]:
- Human Resources Overview
- Organizational Structure
- Leadership Team Overview
- Talent Acquisition
- Compensation and Benefits
- Learning and Development
- Employee Engagement
- Employee Retention
- Diversity, Equity, and Inclusion
Information Technology
Slides in the Information Technology section [use arrows to view]:
- IT Infrastructure
- Cybersecurity
Corporate Development
Slides in the section [use arrows to view]:
- Partnerships & Alliances
- Mergers & Acquisitions
- Post-merger Integration
Other Corporate Functions
Slides in the Other Corporate Functions section [use arrows to view]:
- Intellectual Property
- Risk Management
- Legal & Regulatory
- Litigation
- Investor Relations
- Community Engagement
- ESG
- Sustainability
- Awards & Recognition
