Board Meeting Prep
A structured playbook for building board agendas, decks, executive summaries, governance checklists, and Q&A prep.
Docs & OfficeIntermediate★ 162⑂ 39AI score 7/10Last updated: Feb 26, 2026
What it does
- Builds a time-blocked 3-4 hour quarterly board agenda with best practices for sequencing and circulation.
- Provides a 25-35 slide board deck outline covering financials, business performance, strategic initiatives, market context, risk, people, discussion items, and appendix.
- Supplies a 2-3 page executive summary template plus narrative rules (lead with what matters, explain variance to plan).
- Includes a governance and compliance checklist (D&O coverage, prior minutes, committee materials, consent agenda, related-party disclosures).
- Generates 15-20 anticipated director questions across financial, competitive, strategic, operational, and risk categories with a rehearsal process.
- Covers meeting-day run-of-show, decision documentation, and post-meeting action tracking.
Who it's for
- Founders, CEOs, CFOs, COOs and strategy/IR leads reporting to a board or investors.
- Chiefs of staff and executive assistants who assemble board packages regularly.
- Finance and legal teams who need governance items covered consistently.
Examples
- "Draft a 4-hour Q2 board agenda with a deep dive on our pricing change" → hour-by-hour agenda draft.
- "Write the 2-page board executive summary from these Q3 numbers" → highlights, strategic progress, risks, next-quarter priorities.
- "Revenue missed guidance by 12% — give me 20 tough director questions with concise answers and which slide backs each one."
· · · Install guide · · ·
Try it now, no install
Paste this into Claude to use the skill without installing anything.
Read the instructions in this file and follow them to help me: https://raw.githubusercontent.com/w95/awesome-claude-corporate-skills/HEAD/01-executive-leadership/board-meeting-prep/SKILL.md What I want: (describe your task here)
If Claude can't open the link, open it yourself and paste the contents instead.
↓ If it works for you, download the ZIP below and install it. Then it runs on its own — no pasting each time.
Install in the Claude app (no terminal)
- Download the ZIP with the button below.
- In Claude, open Settings → Capabilities and turn on 'Code execution and file creation'. (one time)
- Go to Customize → Skills → + → 'Upload a skill' and upload the ZIP.
Install in Claude Code
Let Claude do it — paste this into Claude Code
Install the skill I found on Claude Skill Mart. Copy the 01-executive-leadership/board-meeting-prep folder from the GitHub repo w95/awesome-claude-corporate-skills into my ~/.claude/skills/board-meeting-prep/. When it's done, tell me in one line what this skill can do.
Install with a command instead
git clone https://github.com/w95/awesome-claude-corporate-skills.git && mkdir -p ~/.claude/skills && cp -r awesome-claude-corporate-skills/01-executive-leadership/board-meeting-prep ~/.claude/skills/⚠ This is a third-party skill. Check the source repository before installing.
- Open a terminal (Terminal on macOS/Linux, Git Bash on Windows).
- Clone the repo:
git clone https://github.com/w95/awesome-claude-corporate-skills.git - Create the skills folder:
mkdir -p ~/.claude/skills - Copy this skill:
cp -r awesome-claude-corporate-skills/01-executive-leadership/board-meeting-prep ~/.claude/skills/ - Restart Claude Code and confirm
board-meeting-prepappears in your skill list. - Trigger it with a request like "Help me prep the board deck for next quarter."
View source on GitHub ↗License: MIT