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Board Deck [🌟 New 24/3]

New Board Deck Template [🌟 New 24/3]
Investor Update

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While I highly familiar with pitch decks & investor updates. A great board deck is probably something less familiar to me. So I went out and asked a few VCs and founders what they and their board members enjoyed about good board decks and governance. While I’m fairly sure hatch is an advisory board capacity until Series A it’s good to get ahead of the curve in preparation for a Series A.
More importantly in the next 12-18 months will the cadence and leveraging investors through our monthly investment updates. [Coming Soon]
For the
New Board Deck Template [🌟 New 24/3]
⁠
I leaned heavily into Creandum’s Board Deck template. Other funds like Sequoia & Bain have resources however they are far less relevant for Seed - Series A companies.
Board Meetings at Hatch take place every 2-3 months. There a great opportunity for us to pulse check with people that are outside of our regular cadence on things like major strategic decisions, hiring, product roadmap and KPI targets.
checked-2

Pre-Board Meeting

Before a Board Meeting:

T-14 days

Founders/Chief of Staff: Identify the two strategic topics for discussion with the board
Share with executive team to align on topics for discussion

T-10 days

Founders/CoS: Outline topics and write/collect content to be covered
Share draft deck with end of month close data with executive team

T-3 days

Review and final run of edits
Distribute deck to Board

T-2 days

Board submits questions (particularly on KPIs)

T-1 days

Hatch consolidates and answers all questions from Board

T-0

Set expectations upfront (which sections you want to spend the most time and where do you need more feedback)

Copy the existing Board Deck Template

⁠
New Board Deck Template [🌟 New 24/3]
⁠

Running an Effective Board Meeting

1-c

Big Picture (15 Minutes)

CEO Update
Highlights + Lowlights
Followups
Challenges
Discuss company needs (e.g hiring, customers, partnerships, product, and marketing)
2-c

KPI Update (15 minutes)

KPI Update
Overview (KPI Cockpit)
P&L
Main KPI’s #1-4
3-c

Org Update (15 Minutes)

Org Chart + Hiring
Product Roadmap
4-c

Working Sessions (60 minutes)

Topic 1

Deep Dive: Functional Area, large partnership opportunity, business challenge
(Be clear what is up for interpretation here, what your asking for feedback on, some things at this point are harder to move then others be very specific on the scope you want to tackle)

Topic 2

Drive dive on quarterly company goals, product challenges
5-c

Closed Session (15 minutes)

Formalities, Stock option grants, etc.



Pre-Board Meeting
T-14 days
T-10 days
T-3 days
T-2 days
T-1 days
T-0
Copy the existing Board Deck Template
Running an Effective Board Meeting
Big Picture (15 Minutes)
KPI Update (15 minutes)
Org Update (15 Minutes)
Working Sessions (60 minutes)
Topic 1
Topic 2
Closed Session (15 minutes)
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