--- name: board-prep description: Compile financial narrative for board meeting role_groups: [finance, leadership] jtbd: | Board meetings require pulling together financial narrative from multiple sources. This gathers recent variance analyses, pulls key decisions and context, structures a board-ready narrative, and identifies questions the board might ask so you're fully prepared. time_investment: "30-45 minutes per board meeting" --- ## 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] ```