Week 1: Setting the priorities
Decide the three things you'll say to the board and what you've stopped doing to make room for them.
Strategy · Self-serve
Board pack with a questioning rehearsal
Five rooms: four guided documents and one simulation. The documents are built around your own situation and the simulation around your role and seniority. Unlimited attempts.
Start programAnyone presenting to a board, executive committee or investment committee, from a function head to a founder or new CEO.
A self-serve program for first-time board presenters, built on Renatus. Four document rooms and one simulation room · Five weeks, one room a week · Unlimited attempts · Ongoing thereafter.
Setup: your situation and context, what's generating the most value right now, what's consuming energy without proportional return, the three things you'd focus on in the next ninety days, and what would get in the way of them.
Setup: what your company does and what healthy looks like, which perspectives leadership monitors (Financial, Customer, Operations and People by default), the six to twelve metrics that make up the dashboard grouped by perspective, a threshold for each, and who owns each one, how often it's reviewed and where the data comes from.
Setup: what you currently track, the headline metric, whose metrics these are, what behaviour they're driving, what's prompting the audit, and who it's for.
Setup: the period being reported, your company's stage and context, your board's composition (who's on it and their relevant networks or sectors), the headline KPIs, where things are off-plan, the decisions you're requesting from the board, and the material risks the board should know.
Calibration: role title, the audience (a single senior stakeholder, the board, the executive committee or a hostile external audience), industry or sector, a line of working context, and your organisation's website if you give it.
Someone has told you to present to the board, and you have the numbers, or most of them, but no idea what happens when a director interrupts on your third slide with a question you weren't expecting, or how it feels to be told, politely, that your headline metric doesn't mean what you think it does. This program prepares you for that through a board pack built section by section and a rehearsal under hard questions. Ren takes the audience you name and builds the room around it, and plays every person in it, so no run is the same as the last.
Decide the three things you'll say to the board and what you've stopped doing to make room for them.
Build a dashboard of the numbers you'll show, each with a threshold and a named owner.
Know which of your metrics flatters you and what the headline needs paired with it, before the board finds it first.
Put a pack in front of the board with one headline, the exceptions named, and a decision requested.
Take a hostile question on your own pack, answer it first and the reasoning after, and hold your ground without getting defensive.
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