How to Write a Board Report

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Board members have a lot on their plate, and they’re expected to make critical decisions. That’s why it’s so important that your company communicates most important business information in a clear, engaging way. This article will guide you through the best techniques for writing a top board report.

Begin with a summary. This is the sauce to bind everything together for your readers who are short on time. It should provide your audience with an idea of what’s to come and why they should read the whole report.

The core of your report is the next. Include important metrics and data that is relevant to your business, such as those that compare with industry benchmarks. Highlight any milestones and achievements the company has made, as well any challenges that could impact future performance. Don’t forget to discuss any projects that are coming up that need approval from the board or financial support.

Include any high-level statements of risk or opportunity that the company has identified and their impact. You should make them available with a level detail that is in line with the board’s tolerance to risk.

Finally, you must conclude with your key takeaways and a concise description of the next steps for the company. The aim of the board paper will dictate the content – whether it’s to inform the board or, more frequently, to solicit the decision. This will determine the way you structure the entire report, including whether you need a table-of-contents, clear headings, and bullet points to communicate your main points.