Assess your board pack

How effective are your board papers?

Using this assessment

This short self-assessment will help you identify the strengths and weaknesses of your board pack. It looks at three things: your board pack’s content, the board pack production process, and your board pack’s impact.

Use in conjunction with the Board Reporting Calculator to see if you’re getting the value from your board papers that you’re putting in.

Get Started

Content

Q1. Our board pack is… (Select all that apply)
Too backward-looking
Not always upfront about the bad news
Light on risk reporting
Light on insights and asks the board can act on
Too operational at the expense of strategy
Too internally focused, with little insight into the wider market
Too financially focused, with little insight into the non-financials
Light on the implications of the information presented
Stuck in the weeds
A data dump
Q2. The size of our board pack is almost always… (Select one)
Fewer than 100 pages
Between 100–200 pages
Over 200 pages
Q3. The papers in our board pack are easy to read and make sense of… (Select one)
Agree
Disagree
Q4. The key messages in our board pack… (Select one)
Stand out clearly
Are like a needle in a haystack
Q5. The contents of our board pack reflect what really matters to our organisation… (Select one)
Always
Sometimes
Never/rarely
Continue

Process

Q6. I'm confident that all board members have fully read and digested their board materials before every meeting… (Select one)
Agree
Disagree
Q7. As far as I’m aware, we... (Select all that apply)
Don’t offer topic-specific templates to structure their papers
Don’t give management clear, detailed briefs for board papers
Send inconsistent signals to management about what's needed
Don’t offer formal report writing training to management
Don’t provide structured feedback on board papers
Do all we can to help management write high-quality papers
Q8. To distribute board materials we… (Select all that apply)
Use a secure board portal
Use email but all files are encrypted
Use a secure document sharing platform
Use email but I don’t think our files are encrypted
Print the materials
Q9. The board receive all their board papers at least 5 working days before the meeting… (Select one)
Always
Sometimes
Never/rarely
Q10. I’m confident the board, governance team, and report writers are making smart use of AI in the board reporting process… (Select one)
Yes
There’s room for improvement
No
Continue

Impact

Q11. Our board materials… (Select one)
Help our board to have more focused and productive conversations
Don’t impact the quality of discussions in the boardroom
Are an obstacle to the board conversation
Q12. Our board materials are limiting the effectiveness and impact of our board… (Select one)
Agree
Disagree
Continue
Generate My Results

Thanks for using the Board Reporting Assessment. Your scores and analysis are below. An email has been sent to the address you provided, containing a summary of your results and a link to access this page again.

Overall, you assessed your board pack as:
XXXX
Penalties scored: XX/XX (the lower your score the better)
Here's how your score breaks down:
Content
Penalties scored /
Process
Penalties scored /
Impact
Penalties scored /
Here's where we found opportunities for improvement:
Content

Your board pack’s content is well-crafted and board appropriate.

By avoiding the most common blind spots, your board is in a far stronger position from which to judge the health of the business and take well-informed decisions.

Your board pack covers many of the key themes, but there are some gaps.

Information blindness is one of the biggest risks faced by any board and research by Board Intelligence and the CGI has identified the most common blindspots.

As a starting point, consider introducing templates that spell out the questions report writers need to engage with to cover the bases. Such templates prompt writers to make a clear ask of the board and tackle topics that might otherwise be neglected — for example, encouraging them to share their concerns as well as good news stories and link operational and financial information to strategic goals. Read our ‘how to’ guides to identify which questions each report should cover.

We'd also recommend reviewing the training you offer your report writers and exploring whether AI tools (such as Report Writer) could help them apply best practice consistently.

Your board covers some of the key themes, but there's significant room for improvement.

Information blindness is one of the biggest risks faced by any board and research by Board Intelligence and the CGI has identified the most common blindspots.

As a starting point, consider introducing templates that spell out the questions report writers need to engage with to cover the bases. Such templates prompt writers to make a clear ask of the board and tackle topics that might otherwise be neglected — for example, encouraging them to share their concerns as well as good news stories and link operational and financial information to strategic goals. Read our ‘how to’ guides to identify which questions each report should cover.

We'd also recommend reviewing the training you offer your report writers and exploring whether AI tools (such as Report Writer) could help them apply best practice consistently.

Your board pack is a good, readable length.

Research by Board Intelligence found that most directors allocate half a day to reading their board papers, regardless of the length of the pack. At a reasonably fast reading speed, this gives them capacity for up to 100 pages. By staying below this threshold, there's a decent chance your papers will be read thoroughly ahead of your board meetings.

Your board pack is likely to be too long to read.

Try paring it back. Research by Board Intelligence found that most directors allocate half a day to reading their board papers, regardless of the length of the pack. At a reasonably fast reading speed, this gives them capacity for up to 100 pages.

Try reviewing your board agenda to see if there are any papers better suited to another forum. Next, consider how you are supporting your report writers — they may need training or better report writing tools to help them keep the word count down. Our guide to writing shorter papers offers some helpful tips to get you started.

Your board pack is too long to read.

Research by Board Intelligence found that most directors allocate half a day to reading their board papers, regardless of the length of the pack. At a reasonably fast reading speed, this gives them capacity for up to 100 pages. If you want your board pack to be read, you need to reduce its size or your board might miss something important.

Try reviewing your board agenda to see if there are any papers better suited to another forum. Next, consider how you are supporting your report writers — they may need training or better report writing tools to help them keep the word count down. Our guide to writing shorter papers offers some helpful tips to get you started.

The information in your board papers is communicated well.

Compelling, easy to read writing and well-visualised data make it easier for directors to engage with the materials. Keep up the good work.

Your board papers are hard to read and digest.

There may be several reasons for this, from the way in which data is visualised to the structure of the reports and the quality of the writing within them.

Some report writing tools help management spot these issues and fix them as they go. Alternatively, you could provide templates to help with structuring the information and offer report writing and data visualisation training to sharpen management's communication skills. Our guide to critical thinking also offers tips for structuring complex information. 

It’s easy to find the key messages in your board pack.

Board reporting is about helping your board to see what matters, and your board pack succeeds in this. Well done!

It’s hard for directors to identify the key messages in your board pack.

Fixing this should be a priority; if your board can’t see what matters, it’s unlikely they'll have the conversations that matter.

To make it easier for directors to identify the key takeaways in each paper and pinpoint where they can add most value, try introducing executive summaries at the start of each paper. A good executive summary calls out the key messages and makes a clear ask of the reader. Our guide to writing executive summaries offers a downloadable template to get you started.

Your board pack is aligned with what matters to your board.

Well done; by aligning your board materials with your board's priorities, you're helping your board to add value where it matters most.

The content of your board pack doesn’t always reflect what matters most to your board.

In many cases, this is because the board's priorities aren't fully understood by report writers. Start by clarifying and communicating what it is your board cares about most — the decisions and discussions that will help them move the needle for the organisation over the next 12-18 months.

The next step is to build out a forward calendar of meeting agendas and paper requests that support these priorities. With this mapped out, you can give each report writer a high-quality brief that makes it clear how the paper they're writing links to the big picture — significantly increasing the likelihood that their paper will deliver what the board needs. 

Your board pack doesn’t reflect what’s important to your board. Action is needed.

In many cases, this is because the board's priorities aren't fully understood by report writers. Start by clarifying and communicating what it is your board cares about most — the decisions and discussions that will help them move the needle for the organisation over the next 12-18 months.

The next step is to build out a forward calendar of meeting agendas and paper requests that support these priorities. With this mapped out, you can give each report writer a high-quality brief that makes it clear how the paper they're writing links to the big picture — significantly increasing the likelihood that their paper will deliver what the board needs. 

Process

You're confident your directors are reading their meeting materials in full.

Your directors are either deeply committed to their work, or your board materials make it easy for them to prepare effectively for meetings. The rest of these results will tell you if both are true!

You're not confident that directors are preparing effectively for meetings.

You can’t govern what you can’t see. You're not confident your directors are reading their board materials in full, which presents a material risk to the organisation.

Use this assessment, supplemented by data from your board portal and performance reviews, to identify why that might be the case — for example, if directors aren’t fully committed to meeting preparation or the materials are getting in their way. Our guide to effective board meeting preparation offers some tips and explores how AI tools like Insight Driver could help to overcome some of these challenges.

It sounds like your report writers are well supported.

By setting out clear priorities, offering structured feedback, and providing tools and training, your board is making an investment in effective reporting that is likely to pay off.

Your organisation takes support and enablement seriously, but there’s more you can do.

Giving authors greater clarity about what's required, and then supporting them to deliver it, will yield benefits that outweigh any additional costs involved. A combination of structured briefs, regular feedback, training, and dedicated board reporting tools is the best way to reduce time spent reviewing and rewriting papers while also driving better board discussions. Our team of board reporting experts can guide you through the options.

There's plenty of scope to better support management with report writing.

Giving authors greater clarity about what's required, and then supporting them to deliver it, will yield benefits that outweigh any additional costs involved. A combination of structured briefs, regular feedback, training, and dedicated board reporting tools is the best way to reduce time spent reviewing and rewriting papers while also driving better board discussions. Our team of board reporting experts can guide you through the options.

A board portal is likely to give you the best possible chance of safeguarding your most sensitive information.

Conduct regular due diligence to make sure your board portal provider is offering the best possible protection.

Information security is a threat to all organisations. The way you distribute your board materials may be putting your organisation at risk.

Printed documents can be mislaid and emails and files stored on desktop computers can be hacked with increasing ease. Encryption should be a minimum requirement while a board portal is likely to offer the best protection, giving your organisation full control of your most sensitive data.

Information security is a threat to all organisations. The way you distribute your board materials is putting your organisation at risk.

Printed documents can be mislaid and emails and files stored on desktop computers can be hacked with increasing ease. Encryption should be a minimum requirement while a board portal is likely to offer the best protection, giving your organisation life-time control of your most sensitive data.

Your board reporting process appears to be functioning well.

Hopefully, the timely distribution of your papers is rewarded by directors that are well prepared when they arrive at your boardroom.

Getting papers out sooner isn’t always easy, but it is worth the effort.

The more time your directors have to read their papers, the better prepared they’ll be for the meeting — and the greater the chance of a strategic, forward-looking discussion that adds value. Often, a month of ‘zero tolerance’, with late papers excluded from the pack is enough to bring about a change in behaviour.

Read our guide to effective board meeting preparation for tips on making that extra time count.

Getting papers out sooner isn’t always easy, but it is worth the effort.

The more time your directors have to read their papers, the better prepared they’ll be for the meeting — and the greater the chance of a strategic, forward-looking discussion that adds value. Often, a month of ‘zero tolerance’, with late papers excluded from the pack is enough to bring about a change in behaviour.

Read our guide to effective board meeting preparation for tips on making that extra time count.

AI has the potential to transform board reporting and you're ahead of the curve.

Things are moving fast and new AI tools are emerging all the time for boards and governance teams. Conduct regular reviews to identify new use cases (from minute writing to meeting preparation) and ensure your tools are delivering the expected benefits to ensure you continue to make the most of this opportunity.   

AI has the potential to transform board reporting. Don't let the opportunity pass you by.

Brainstorm ideas to identify aspects of board reporting and management that could be enhanced by AI and other digital tools — such as preparing for board meetings and creating meeting minutes. Consider adopting a fail-fast approach when testing out new tools, but set clear guardrails (for example, around board-relevant use cases and information security) to ensure decisions are robust.

Read our guide to AI for the board pack to find out where AI is currently being used in board reporting and where it might go in the future.

AI has the potential to transform board reporting. Don't let the opportunity pass you by.

Brainstorm ideas to identify aspects of board reporting and management that could be enhanced by AI and other digital tools — such as preparing for board meetings and creating meeting minutes. Consider adopting a fail-fast approach when testing out new tools, but set clear guardrails (for example, around board-relevant use cases and information security) to ensure decisions are robust.

Read our guide to AI for the board pack to find out where AI is currently being used in board reporting and where it might go in the future.

Impact

Your board pack succeeds in its aim: stimulating productive board conversations and setting your board up to succeed.

The more you can do to strengthen your board pack, the better... but you are on the right path. Keep your board materials under review for example, by integrating this assessment into your board review process so you can maintain these standards and find further opportunities for improvement.

You could enhance your board's impact by improving your board pack.

At a minimum, board materials should not impede the work of the board. A better aim, however, is for board materials to set the board up to succeed by driving informed, impactful, and timely decisions. Use these results to align the board and management team around what good looks like, set clear expectations, and prioritise where to start.

For further advice, read the Chartered Governance Institute's guidance on Effective Board Reporting. You can also speak to a member of the Board Intelligence team to find out more about our board reporting advisory services and AI-powered board reporting software

You could enhance your board's impact by improving your board pack.

At a minimum, board materials should not impede the work of the board. A better aim, however, is for board materials to set the board up to succeed by driving informed, impactful, and timely decisions. Use these results to align the board and management team around what good looks like, set clear expectations, and prioritise where to start.

For further advice, read the Chartered Governance Institute's guidance on Effective Board Reporting. You can also speak to a member of the Board Intelligence team to find out more about our board reporting advisory services and AI-powered board reporting software

Your board pack succeeds in its aim: stimulating productive board conversations and setting your board up to succeed.

The more you can do to strengthen your board pack, the better... but you are on the right path. Keep your board materials under review for example, by integrating this assessment into your board review process so you can maintain these standards and find further opportunities for improvement.

You could enhance the impact of your board meetings, and your board, by improving your board pack.

At a minimum, board materials should not impede the work of the board. A better aim, however, is for board materials to set the board up to succeed by driving informed, impactful, and timely decisions. Use these results to align the board and management team around what good looks like, set clear expectations, and prioritise where to start.

For further advice, read the Chartered Governance Institute's guidance on Effective Board Reporting. You can also speak to a member of the Board Intelligence team to find out more about our board reporting advisory services and AI-powered board reporting software

At a minimum, board materials should not impede the work of the board. A better aim, however, is for board materials to set the board up to succeed by driving informed, impactful, and timely decisions. Use these results to align the board and management team around what good looks like, set clear expectations, and prioritise where to start.

For further advice, read the Chartered Governance Institute's guidance on Effective Board Reporting. You can also speak to a member of the Board Intelligence team to find out more about our board reporting advisory services and AI-powered board reporting software

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