How to Prepare a Start-up Board Meeting Deck – William Rosellini

By William Rosellini – Once your start-up business reaches a stage where board meetings are on the agenda, several preparations must be made before those meetings start. The board meeting deck is undoubtedly one of the most powerful tools at your disposal.

What Exactly Is a Board Meeting Deck?

A board meeting deck is essentially a simple pack or presentation that can be used as a guideline to move your meeting along in an effective and logical manner. Its goal is to ensure clarity and transparency for all attendants while simultaneously ensuring that the board meeting achieves the intended targets and produces resolutions to any pain points that need addressing.

The board meeting deck can also deliver advice and reinforce best practices. When prepared correctly, it can support your meeting in several ways, such as:

  • Ensure maximum time-efficiency.
  • Steer the meeting to focus on the most significant aspects.
  • Keep attendees in the loop of key topics and give them time to prepare.
  • Introduce an increased level of professionalism.
  • Assist meeting organizers to promote a better flow.

The board meeting deck can be used for all start-up meetings with board members, investors, partners, and key personnel.

board meeting

Preparing Your Startup Board Meeting Deck: What to Include

 The board meeting isn’t only a chance to analyze your business. It is also a key feature for facilitating collaboration and putting the business on a path to success. However, you don’t just need the meeting to be organized. You need the content to feel relevant and actually leave all attendants with a better understanding of the company’s current situation. The following items must be included:

  • Key Performance Indicators.
  • Key Financial Indicators.
  • Company Structure, Progress, and Update.
  • Hiring plan.
  • Board asks.

The Company Update is likely to take up the bulk of your meeting, but all items are important. The beginning of the board meeting deck should also include approval of the time allotted in case there is anything extra to add.

 Preparing Your Board Meeting Deck: Design and Delivery

Including the relevant and key information to move the meeting along efficiently is one aspect, but you also need all recipients to understand the details. Without clarity, they will enter the board meeting blindly, which will also restrict their level of input. It is important to follow these steps:

  • Avoid overcrowding pages/slides and ensure it is branded.
  • Limit each page/slide of the meeting deck to one topic.
  • Deliver a PDF version to all attendants at least 5 days before the meeting.
  • If applicable, ensure that the minutes from your previous meeting are included.
  • Personalize the email that you send with the PDF.

Of course, you’ll need to run through the content and prepare yourself for the meeting – even when it relies heavily on the input from your attendants. Finally, when the meeting has concluded, it’s imperative that you immediately debrief your team.

If you’re struggling with the design, get in touch or check out the templates on our site today.

About :

William Rosellini is the President of CytoImmune Therapeutics, Inc, a clinical stage biotechnology company. Previously, William Rosellini was the CEO of Perimeter Medical, Inc. (TSX:V “PINK”) where he oversaw 2 510K clearances, an RTO and $30M in capital raised. Prior to that William Rosellini was the CEO Nexeon Medsystems, Inc., (“OTC:QB, NXNN”)a medicaldevice manufacturing company that went public in 2017. Before that William Rosellini founded, raised $16M across A/B rounds and led Lexington Technology Group, LLC, a database company commercializing an electronic health record database solution to an exit (“DSS” NYSE). Before that William Rosellini founded Sarif Biomedical LLC, a stereotactic cancer microsurgery with IP spun-out of Medtronic and led company to an exit with Marathon Patent Group, Inc. (“MARA” NSDQ). William Rosellini subsequently served on the Marathon board of directors and chaired the Audit committee. William Rosellini completed 2 acquisitions to form Telemend Medical, Inc. a clinical engineering services company and led that company to an exit in 2016. William Rosellini was also CEO at Microtransponder, an implantable neurostimulation developer with solutions for stroke rehabilitation. William Rosellini is a former minor league pitcher with the Diamondbacks of the Arizona League, holds a JD, MBA, MS of Accounting, MS of Computational Biology, MS of Neuroscience and MS of Regulatory Science.

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