Tools and templatesTemplate
A board pack on fourteen pages. Each page makes one finding, shows the evidence for it and asks the board for one decision, with a worked example to replace with your own.
The month on a page, the decisions asked for, a scorecard of eight measures, revenue, a profit bridge, cash, customer concentration, debtors, the five highest risks, last meeting's actions and the profit and loss account against budget.
Owners, managing directors and finance leads of businesses with roughly €1m to €50m revenue, and the advisers who prepare a pack for them, where the board reads the pack before the meeting.
Write each page's finding as its title, a full sentence with its number. Replace the figures in the charts and tables, and end each page with the decision you want. Leave out a page that has no finding.
A figure alone tells a director nothing. Each measure in the pack sits beside its budget, floor or limit, says in words how far away it is, and shows which way it has been heading. The page then ends with what the board is asked to decide.
A template gives you the shape of a good pack. Someone still has to gather the month's figures, find what moved and why, and write every page. Stratavor is the strategic intelligence platform that does that work, every month, for the people who run the business.
Your ledger and CRM
Read-only connections to Xero, QuickBooks Online, Sage, NetSuite, Deltek Vantagepoint and HubSpot. Nothing is typed in.
Every figure is computed in code from the ledger, and each material movement is traced to the customer, region or product line behind it.
Eight reports across customers, competitors, risk, cash and costs. Each opens with the answer and ends with what to decide.
The page your board reads
7-day free trial. No credit card required.
Which customers are quietly leaving?
91%
of last year's revenue kept
104%
after growth from the same customers
€3.0m
a year with two shrinking accounts
Previous 12 monthsLast 12 months
To decide
Call Customer 07 this week. Review Customer 12's pricing before the next order.
A page from Stratavor's Customer Intelligence report. Illustrative figures. Company A is not a real company.
Twelve paragraphs that say what happened, why, what is coming and what to decide.
The register behind the pack's risk page: scores, measures with thresholds and a top five.
The weekly view behind the cash page, for the months when cash is the finding.
Fourteen pages in PowerPoint: a cover, the month on a page, the decisions the board is asked for, a scorecard of eight measures, revenue, a profit bridge, cash, customer concentration, debtors, the five highest risks, the actions from the last meeting and the profit and loss account against budget. Every page carries a worked example for an illustrative company, and the notes under each page say what to put on it.
The findings that need the board's attention, the evidence for each and the decisions being asked for. For most businesses that is a one-page summary, six to eight measures against their targets, revenue, profit, cash, customers, debtors, risks and the actions agreed last time, with the financial statements in an appendix.
Short enough to read in half an hour. Twelve to fifteen pages with one finding on each is enough for most businesses with €1m to €50m revenue. Detail belongs in an appendix.
No. The template is a free PowerPoint file that you fill in by hand. Stratavor is a strategic intelligence platform: it connects read-only to your accounting system and CRM, computes every figure in code from the ledger and writes management reports and board packs that say what changed, why it matters and what to decide. Every new account starts with a 7-day free trial.
Yes. Every chart is a PowerPoint chart: right-click it and choose Edit Data. The tables are ordinary tables. The company name and the month at the top of each page are set once, on the slide layout.
Yes. Download it and use it as you like; there is no sign-up.
