Agent skill
board-prep
Compile financial narrative for board meeting
Install this agent skill to your Project
npx add-skill https://github.com/davekilleen/Dex/tree/main/.claude/skills/_available/finance/board-prep
SKILL.md
Purpose
Compile comprehensive board materials with financial narrative, supporting context, and Q&A prep.
Usage
/board-prep- Prepare for next board meeting/board-prep [date]- Prepare for specific board meeting date
Steps
-
Gather financial context:
- Recent variance analyses
- Quarter-to-date performance
- Forecast vs budget
- Cash position
-
Pull key decisions from recent meetings
-
Identify board-relevant topics:
- Material changes
- Risks or opportunities
- Strategic decisions needed
-
Structure board narrative:
- Financial performance summary
- Key metrics
- Variances explained
- Outlook
- Decisions needed
-
Prepare Q&A:
- Anticipate board questions
- Prepare answers with backup data
Output Format
# Board Materials: [Date]
## Financial Snapshot
- Revenue: [Actual] vs [Budget] ([X]%)
- Expenses: [Actual] vs [Budget] ([X]%)
- Cash: $[Amount]
## Key Updates
1. [Update 1]
2. [Update 2]
## Material Variances
[Link to variance analysis]
## Outlook
[Forecast for rest of period]
## Questions Board Might Ask
1. [Question] - Answer: [Prepared response]
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