# Board Deck Template

Fill in bracketed fields. Remove placeholders before sharing. Never invent numbers — use `[TBD]` if unknown.

---

## Slide 1: Executive Summary (CEO)

**[Company Name] — Q[X] [Year] Board Update**

> [One sentence: State of the business — where you are.]
> [One sentence: The most important thing that happened this quarter.]
> [One sentence: Where you're going next quarter and what determines success.]

---

## Slide 2: Key Metrics Dashboard (COO)

**Quarter at a Glance**

| Metric | Q[X] Actual | Q[X] Target | Q[X-1] Actual | Status |
|--------|-------------|-------------|---------------|--------|
| ARR | $[X]M | $[X]M | $[X]M | [✅/🟡/🔴] |
| QoQ Growth | [X]% | [X]% | [X]% | [✅/🟡/🔴] |
| NRR | [X]% | >[X]% | [X]% | [✅/🟡/🔴] |
| Gross Margin | [X]% | >[X]% | [X]% | [✅/🟡/🔴] |
| Burn Multiple | [X]x | <[X]x | [X]x | [✅/🟡/🔴] |
| Runway | [X] months | >[X] months | [X] months | [✅/🟡/🔴] |
| Headcount | [X] | [X] | [X] | [✅/🟡/🔴] |
| CAC Payback | [X] months | <[X] months | [X] months | [✅/🟡/🔴] |

---

## Slide 3: Financial Update (CFO)

**P&L Summary**

| | Q[X] | Q[X-1] | QoQ |
|--|------|--------|-----|
| Revenue | $[X]K | $[X]K | [+/-X]% |
| COGS | $[X]K | $[X]K | |
| Gross Profit | $[X]K | $[X]K | |
| Gross Margin | [X]% | [X]% | |
| OpEx | $[X]K | $[X]K | |
| Net Burn | $[X]K | $[X]K | |

**Cash & Runway**
- Cash on hand: $[X]M
- Monthly burn: $[X]K
- Runway: [X] months
- Burn multiple: [X]x (target: <2x)

**Variance to Plan**
- Revenue: [+/-$X]K vs plan — [one sentence cause]
- Burn: [+/-$X]K vs plan — [one sentence cause]

**Q[X+1] Forecast:** $[X]M revenue, $[X]K burn — [confidence: high/medium/low]

---

## Slide 4: Revenue & Pipeline (CRO)

**ARR Waterfall**
```
Starting ARR:         $[X]M
+ New ARR:            +$[X]K
+ Expansion ARR:      +$[X]K
- Churned ARR:        -$[X]K
- Contraction ARR:    -$[X]K
= Ending ARR:         $[X]M
```

**Health Metrics**
- NRR: [X]% | Logo churn: [X]% | Avg ACV: $[X]K

**Pipeline (next 90 days)**
| Stage | # Deals | $ Value |
|-------|---------|---------|
| Proposal | [X] | $[X]K |
| Negotiation | [X] | $[X]K |
| Verbal commit | [X] | $[X]K |

**Q[X+1] Forecast:** $[X]M ARR — [one sentence confidence statement]

**Top 3 Deals**
1. [Company] — $[X]K ARR — close date [X] — risk: [one word]
2. [Company] — $[X]K ARR — close date [X] — risk: [one word]
3. [Company] — $[X]K ARR — close date [X] — risk: [one word]

---

## Slide 5: Product Update (CPO)

**Shipped This Quarter**
- [Feature/initiative] — impact: [metric or user outcome]
- [Feature/initiative] — impact: [metric or user outcome]
- [Feature/initiative] — impact: [metric or user outcome]

**Shipping Next Quarter**
- [Feature] — target: [date] — why it matters: [one line]
- [Feature] — target: [date] — why it matters: [one line]
- [Feature] — target: [date] — why it matters: [one line]

**PMF Signals**
- NPS: [X] (trend: [up/flat/down])
- DAU/MAU: [X]%
- Feature adoption ([key feature]): [X]%

**Key Learning:** [One thing customer research taught you this quarter]

---

## Slide 6: Growth & Marketing (CMO)

**CAC by Channel**
| Channel | CAC | Pipeline $ | % of Total |
|---------|-----|-----------|------------|
| Outbound | $[X]K | $[X]K | [X]% |
| Inbound | $[X]K | $[X]K | [X]% |
| Partner | $[X]K | $[X]K | [X]% |

**What's Working:** [One channel or initiative with data]
**What We Cut:** [One thing, and why]
**What We're Testing:** [One experiment running now]

---

## Slide 7: Engineering & Technical (CTO)

**Delivery**
- Velocity trend: [up/flat/down vs last quarter]
- Q[X] commitments delivered: [X]% on time

**Quality & Reliability**
- P0/P1 incidents: [X] (vs [X] last quarter)
- Uptime: [X]%
- Infrastructure cost: $[X]K/month (trend: [up/flat/down])

**Tech Debt**
- Ratio: [X]% of roadmap allocated to debt reduction
- Key item in progress: [description, target date]

**Security:** [one line status; flag anything pending]

---

## Slide 8: Team & People (CHRO)

**Headcount**
- Total: [X] (vs [X] plan, [X] last quarter)
- By function: Eng [X], Product [X], Sales [X], CS [X], G&A [X]

**Hiring**
- Hired this quarter: [X]
- Open reqs: [X] — time-to-fill avg: [X] days
- Offers outstanding: [X]

**Retention**
- Regrettable attrition: [X]% (annualized)
- Engagement score: [X]/10 (trend: [up/flat/down])

**Notable Hires:** [Name, role — one sentence on why they matter]
**Key Open Roles:** [Role, priority: critical/high/medium]

---

## Slide 9: Risk & Security (CISO)

**Compliance Status**
| Certification | Status | Target Date |
|--------------|--------|-------------|
| [SOC 2 / ISO 27001 / etc.] | [In progress / Complete / Not started] | [Date] |

**Security Posture:** [One line — overall status]

**Incidents This Quarter:** [X] total — [description if >0]

**Top Risks**
1. [Risk] — likelihood: [H/M/L] — impact: [H/M/L] — mitigation: [one line]
2. [Risk] — likelihood: [H/M/L] — impact: [H/M/L] — mitigation: [one line]
3. [Risk] — likelihood: [H/M/L] — impact: [H/M/L] — mitigation: [one line]

---

## Slide 10: Strategic Outlook (CEO)

**Q[X+1] Priorities**
1. [Priority] — owner: [name] — success metric: [specific]
2. [Priority] — owner: [name] — success metric: [specific]
3. [Priority] — owner: [name] — success metric: [specific]

**Asks from the Board**
- [Specific ask: warm intro / advice / vote / resource]
- [Specific ask]
- [Specific ask]

**Decisions Needed Today**
- [Decision with options]: [Option A] vs [Option B] — recommendation: [A/B] — rationale: [one line]

---

## Appendix

- A1: Full P&L (monthly, last 4 quarters)
- A2: 3-year financial model
- A3: Customer list / ARR breakdown
- A4: Full pipeline by deal
- A5: Cohort retention analysis
- A6: Org chart + headcount detail
- A7: [Other as relevant]
