Templates / Finance

Free, and not counted as a creation. You get your own copy to edit, in any theme.

When to use it

Use it before each board meeting, so directors see performance, risks and the decisions they must make in a few slides.

How to use it

1. Make your own copy. It opens in the editor, where you can change the theme and edit anything.
2. Fill in the fields below, and answer the question each slide asks with your own content and numbers.
3. Download it as an editable PowerPoint file, or as a PDF. The file is reopened and checked before it is offered.

Slide by slide

1. Board update [company] · [date]
2. The headline What does the board most need to know since the last meeting?
3. Performance Revenue this period, Cash at period end, Headcount
4. Risks What could go wrong, how likely, and what is being done?
5. Next steps The decisions we need from the board today.

Fields to fill

Fill them once in the editor, or from a spreadsheet to make one copy per client. Where a slide needs content, it asks the question it must answer instead of showing a made-up answer.

• {{company}}
• {{date}}
• {{revenue}}
• {{cash}}
• {{headcount}}

What is inside