Mastering the Basics of Effective Reporting

63% of board members classify the papers they get as weak or poor, and 64% say they don’t help the board conversation. And yet, report authors are rarely given direction on what to include, training on what good looks like, or feedback on how to improve. This is frustrating, resulting in time taken away from the day job, and limited value back. In this session, we’ll reveal the simple steps you can take to write a high-impact report.

This session is for you if:

  • You’re new to writing board or executive reports, or have never attended a Board Intelligence workshop on the principles of effective reporting.
  • You need a refresher on the principles behind effective report writing.

What will we cover?

  • How to obtain a clear brief that defines the scope of your report.
  • The formula for an effective Executive Summary that gives your reader everything they need on a single page.
  • How the Board Intelligence templates can help you write a robust report with the right level of detail.
  • How to write in a clear, concise, and compelling way.


Taking Your Report from Good to Great

A great board report isn’t just a gift for the board. It also reflects well on the sponsor and author. But most authors rarely get any feedback and it’s natural to wonder what the board thinks of the report — and you! In this session, we’ll demystify what “great” looks like.

This session is for you if:

  • You’re experienced in writing papers for the board but you wonder sometimes, “Is it hitting the mark?”
  • You’ve completed the Basics of Effective Reporting and you’re wondering how to take your report to the next level.

What will we cover?

  • How to make your papers insightful.
  • How to visualise data effectively using three simple tips.
  • Papers still too long? Some common pitfalls to avoid.
  • How good is your report? A scoresheet to rate your paper.
  • And finally, some presentation tips to ensure you do justice to your paper when you’re in the board meeting.

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