About board-readiness-kit
A framework for preparing board and investor materials, designed for executives and cross-functional teams. It brings GTM and product metrics, risks, evidence, and decision requests into a consistent narrative, with document templates.
Key features
- 01Structure metric changes, drivers, and implications
- 02Collect business and product metrics
- 03Organize telemetry, customer, and pipeline evidence
- 04Record funding, hiring, and roadmap decisions
- 05Use deck, memo, and decision-log templates
Use cases
- 01Draft quarterly board or investor updates
- 02Align executives on KPI narratives, risks, and asks
- 03Coordinate cross-functional data pulls for diligence
Install
Copy the command and run it in a terminal.
$
npx skills add https:/ / github.com/ gtmagents/ gtm-agents --skill board-readiness-kitAfter installing, type/board-readiness-kitin Claude Code to confirm it loaded.
Bundled filestemplates/board_deck_outline.md
Details
From the project READMEBoard Readiness Kit Skill
When to Use
- Drafting quarterly board/investor updates linked to GTM + product metrics.
- Equipping execs with consistent KPI stories, risks, and asks.
- Coordinating cross-functional data pulls for diligence requests.
Framework
- Story Spine – headline, KPI movement, driver analysis, implication, ask.
- Metric Stack – ARR, NRR, CAC payback, pipeline coverage, product activation, roadmap velocity.
- Evidence Locker – telemetry charts, customer wins/losses, pipeline snapshots, product launch stats.
- Action Register – funding requests, hiring plans, roadmap trade-offs, go/no-go decisions.
- Distribution Plan – deck/memo templates, Q&A prep, and follow-up tracker.
Templates
- Board Deck Outline: See
templates/board_deck_outline.mdfor slide structure. - Memo template for async updates.
- Decision log sheet capturing approvals, blockers, and owners.
Tips
- Keep slide copy concise; push deep dives to appendix or data room.
- Pre-wire risk sections with mitigation steps to build confidence.
- Pair with
prepare-board-readoutfor automation + data pulls.
Comments
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