<aside> 💡 Pre-fill this template so as to act as your agenda for your next board meeting. Take any additional notes at the bottom of the page.

</aside>

Progress Updates

Summary of announcements for your board.

Metrics Dashboard Review

Embed or link to your live dashboards like Tableau or Hex.

KPIs

Financials

Topics to discuss

Strategic discussions, problem-solving, complex decision making all happen here. Populate this before your board meeting. You can share this page for them to add their discussion points.

• Topic#1
  • Problem:
    • Option 1:
    • Option 2:
    • Option 3:
• Topic #2

Other actions

Any decision that requires approval or a vote from the board.