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#72Chapter 08 — Playbooks by Role
I'm preparing a board presentation for [date]. Here's the raw material:

**Quarterly data:** [Paste revenue, growth metrics, key KPIs]
**Customer feedback themes:** [Paste top 3-5 themes from support/NPS/interviews]
**Competitive changes:** [What shifted in the market this quarter]
**Decisions needed:** [What I need the board to weigh in on]

Build a board deck outline with these sections:
1. Executive summary (3 bullets max — what happened, what it means, what we need)
2. Key metrics vs. plan (table format — metric, target, actual, variance)
3. Market context (what changed externally and why it matters for us)
4. Strategic decisions requiring board input (frame each as a clear question with 2-3 options and your recommendation)
5. 90-day outlook (priorities for next quarter)

Tone: Confident but honest. If something went wrong, say so and explain what you learned. Investors respect transparency over spin. Write like a founder who respects the board's time and intelligence.

Flag any claims that would need external verification with [VERIFY].
Claude for Business
Claude for Business

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