Agent skill

board-prep

Compile financial narrative for board meeting

Stars 163
Forks 31

Install this agent skill to your Project

npx add-skill https://github.com/majiayu000/claude-skill-registry/tree/main/skills/data/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

  1. Gather financial context:

    • Recent variance analyses
    • Quarter-to-date performance
    • Forecast vs budget
    • Cash position
  2. Pull key decisions from recent meetings

  3. Identify board-relevant topics:

    • Material changes
    • Risks or opportunities
    • Strategic decisions needed
  4. Structure board narrative:

    • Financial performance summary
    • Key metrics
    • Variances explained
    • Outlook
    • Decisions needed
  5. Prepare Q&A:

    • Anticipate board questions
    • Prepare answers with backup data

Output Format

markdown
# 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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