{"id":37498,"date":"2015-10-27T09:28:19","date_gmt":"2015-10-27T13:28:19","guid":{"rendered":"https:\/\/joangarry.com\/?p=37498"},"modified":"2024-01-03T15:28:45","modified_gmt":"2024-01-03T20:28:45","slug":"board-report-template","status":"publish","type":"post","link":"https:\/\/joangarry.com\/board-report-template\/","title":{"rendered":"How to Write a Good Board Report (Free Template)"},"content":{"rendered":"\n<p><em>\u201cLunch at Disney Studios with Mickey Mouse re: Ear Size.\u201d The Daily Grill. $73.57.\u201d<\/em><\/p>\n\n\n\n<p>You know what nobody actually reads? Expense reports. Or so I thought when I worked at Showtime.<\/p>\n\n\n\n<p>So I expensed the line above. And got reimbursed. No problem. Hypothesis proven.<\/p>\n\n\n\n<p><em>(Note: the lunch was legitimate. Only the description wasn\u2019t. Nothing fraudulent going on here.)<\/em><\/p>\n\n\n\n<p>You know what else nobody reads? Board reports.<\/p>\n\n\n\n<p>I recently got an email from a reader, asking how to write a board report that her board would actually want to read. She needed a board report template. She wrote:<\/p>\n\n\n\n<p><em>\u201cI was wondering if you might have an example of a format for a CEO report to the board and recommendations for major topics to report on. Our board wants a streamlined, informative snapshot report. The previous report was built on what each board member wanted to hear about and it ended up 6 pages and too lengthy for anyone to want to read.\u201d<\/em><\/p>\n\n\n\n<p>Talk about a self-fulfilling prophecy. Of course nobody wanted to read it. And I bet this CEO didn\u2019t want to write it either. After all, if you don\u2019t think someone will read \u2018em, you won\u2019t invest much in writing \u2018em.<\/p>\n\n\n\n<p>What we have ourselves here is a good ol\u2019 fashioned Catch-22. Here\u2019s the right way to write a board report that will actually get read. And remembered!<\/p>\n\n\n\n<p>Before we begin, I have a board report template you can download&#8230;<\/p>\n\n\n\n<p>&#8211;&gt; <a href=\"https:\/\/app.monstercampaigns.com\/c\/bl7sgghb3pj9mjv9xdrl\/\" target=\"_blank\" rel=\"noopener noreferrer\">Click here to download<\/a><\/p>\n\n\n\n<!--more-->\n\n\n\n<h2 class=\"wp-block-heading\">WHAT IS A BOARD REPORT REALLY FOR?<\/h2>\n\n\n\n<p>There\u2019s quite a bit of confusion out there about why you even need to do this. It almost seems like busy work. But done right, it\u2019s actually very important.<\/p>\n\n\n\n<p>The point of a good board report is\u2026<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>To communicate, in advance, information that brings board members up to speed on what\u2019s gone on since the last board meeting, leading to much more engagement and interaction at the next board meeting.<\/li>\n\n\n\n<li>To give board members a sense of pride and enthusiasm about the work.<\/li>\n\n\n\n<li>To offer one last reminder about what board members committed to do at the last meeting (in case they have forgotten, procrastinated. or both.)<\/li>\n\n\n\n<li>To spark questions \/ raise issues that the board member can then ask or address in the board meeting.<\/li>\n\n\n\n<li>To ignite enthusiasm in your most important ambassadors; to give a board member key stories and \u201cmaterial\u201d for marketing the organization to friends and prospects.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">THE ONE AND ONLY THING THAT GETS READ<\/h2>\n\n\n\n<p>I was a nonprofit board member and our board book went on for days. The reports were so long that I couldn\u2019t decipher what was most important. The lede was often buried.<\/p>\n\n\n\n<p>So I always went straight for the E.D. report. Done well, it\u2019s like a first rate executive summary \u2013 and should in fact tee up the most important parts of the board book.<\/p>\n\n\n\n<p>Write your E.D. report like it\u2019s the <em>only<\/em> thing anybody will actually read.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">A FIRST RATE EXECUTIVE DIRECTOR BOARD REPORT TEMPLATE<\/h2>\n\n\n\n<p>You can download this template to share with your staff leader or your board.<\/p>\n\n\n\n<p>&#8211;&gt; <a href=\"https:\/\/app.monstercampaigns.com\/c\/bl7sgghb3pj9mjv9xdrl\/\" target=\"_blank\" rel=\"noopener noreferrer\">Click here to download<\/a><\/p>\n\n\n\n<p>You\u2019re the CEO or Executive Director. I\u2019m the board member. Here\u2019s a board report template for what I want (and need) to see.<\/p>\n\n\n\n<p><strong>The Opening<\/strong><\/p>\n\n\n\n<p>Bring the work to life for me as a board member. Let me walk in your shoes.<\/p>\n\n\n\n<p><em>\u201cI knew it had been a good quarter when I sat in this meeting with X, Y and Z. And after we made our case, Z turned to X and had a) a change of heart b) a new decision in your favor c) a \u201cyes\u201d to a big ask or d) some kind of evidence that the tide of your work is turning.\u201d<\/em><em>&nbsp;<\/em><\/p>\n\n\n\n<p><strong>The Most Important Items to Review<\/strong><\/p>\n\n\n\n<p>Like any good executive summary, tell me what I should look out for in the other reports.<\/p>\n\n\n\n<p><em>\u201cAs you read Emily\u2019s report, take note of page 3 where she talks about her department retreat and the core strategic takeaways from that.\u201d<\/em><\/p>\n\n\n\n<p><strong>The Context<\/strong><\/p>\n\n\n\n<p>Give me some context for our organization\u2019s work. I joined the board because I care about the <em>sector.<\/em> (If not, you might want to read up on <a title=\"How To Fire A Toxic Board Member\" href=\"https:\/\/joangarry.com\/how-to-fire-a-board-member\/\" target=\"_blank\" rel=\"noopener\">how to fire a toxic board member<\/a>.)<\/p>\n\n\n\n<p>If you attended a conference, don&#8217;t just tell me you did. Tell me something you learned about the sector. I want to be wiser and smarter about what we\u2019re doing. As a board member, I <em>should<\/em> be.<\/p>\n\n\n\n<p><strong>The Question<\/strong><\/p>\n\n\n\n<p>Remember: I am not just the person who should be raising money and isn\u2019t. (And here\u2019s <a title=\"How to Convince Your Board to Fundraise\" href=\"\/nonprofit-fundraising-plan-board\/\" target=\"_blank\" rel=\"noopener\">how to convince board members to raise money<\/a>.)<\/p>\n\n\n\n<p>I have a brain, I have skills and expertise and opinions. Put me to work. Get me thinking about that question in advance of the meeting.<\/p>\n\n\n\n<p>Then be sure there is space on the agenda for a discussion of that issue. Don\u2019t ask me to consider a question or an issue and then forget to discuss it at the meeting. That\u2019s rather counterproductive.<\/p>\n\n\n\n<p><strong>The Appreciation<\/strong><\/p>\n\n\n\n<p>Appreciate our efforts. Thank us in advance for donating the evening or the weekend. It\u2019s not just your staff that\u2019s been so busy. Highlight the work of some of us who have also \u201cbeen busy\u201d on behalf of the organization since the last meeting.<\/p>\n\n\n\n<p>You want to create a sense of teamwork between the board and the staff.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">HOW TO DESTROY YOUR BOARD REPORT<\/h2>\n\n\n\n<p>Even if you follow the template, you can still blow it. Here are two things you must promise me you will NOT do!<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Don\u2019t give the board members enough time to read the board book. &lt;sarcasm&gt;It\u2019s not rude at all to send it to me with a few days left on the clock.&lt;\/end-sarcasm&gt;Frankly, when you sent it at the last minute, you\u2019re sending the message that it\u2019s not very important. So don\u2019t expect I\u2019ll actually read it.<em>&nbsp;<\/em><\/li>\n\n\n\n<li>Use the word \u201cbusy!\u201d Look, we get it. But I sure hope you were busy. You don\u2019t have to justify that you have a lot to do. Certainly not to me.Don\u2019t TELL me you\u2019re busy. Tell me what you are doing and why it matters. One time I went through my own staff\u2019s board reports. Guess what? Nearly <em>everyone<\/em> led with something like, \u201cMy staff has been very busy since our last board meeting.\u201dSo, before you send out the board book, have somebody go through and remove any sentence that has the word \u201cbusy\u201d in it.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">A BOARD REPORT IS NOT AN ACTIVITY REPORT<\/h2>\n\n\n\n<p>The reader who requested this template sent me a copy of her board report. Here are a few things that stood out to me relative to my guidelines above.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u201cFire panel placement completed\u201d &#8212; <em>I am deeply asleep<\/em><\/li>\n\n\n\n<li>\u201cThere was no turnover in full time staff in 2014\u201d &#8212;<em> I am wildly impressed but want to know more. Why? How does that compare with nonprofit averages?<\/em><\/li>\n\n\n\n<li>\u201cStrategic Plan \u2013 in process\u201d &#8212; <em>NO! Don\u2019t leave me hanging like that. Tell me more. Can I please hear about the issues are that you are grappling with? Just one maybe?<\/em><\/li>\n<\/ul>\n\n\n\n<p>To my reader: you are clearly doing very important work and have made real strides. Next time you write a report, remember this one sentence:<\/p>\n\n\n\n<p><em>A board report is not an activity report.<\/em><\/p>\n\n\n\n<p>It has to be more.<\/p>\n\n\n\n<p>I would love to hear from board member readers (there are so many of you!) Share your thoughts. What makes a great board report? What would incent you to read the entire board book? What have I missed in my guidelines above?<\/p>\n\n\n\n<p>I am learning that my tribe members have so much to teach each other. And me!<\/p>\n\n\n\n<p>Please comment below!<\/p>\n\n\n\n<p>And if you want to download this template to share with your staff leader or with your board, you can do so below:<\/p>\n\n\n\n<p>&#8211;&gt; <a href=\"https:\/\/app.monstercampaigns.com\/c\/bl7sgghb3pj9mjv9xdrl\/\" target=\"_blank\" rel=\"noopener noreferrer\">Click here to download<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Don&#8217;t bore your nonprofit board! Here\u2019s the right way to write a board report that will actually get read. And remembered!<\/p>\n","protected":false},"author":4,"featured_media":37530,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[38,15,30,16],"tags":[],"class_list":["post-37498","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-first-rate-board-meetings","category-board","category-board-relationship","category-ceo"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.9 (Yoast SEO v24.9) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>A Nonprofit Board Report Template That Works<\/title>\n<meta name=\"description\" content=\"Don&#039;t bore your nonprofit board! 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