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Free presentation outline

Free board update template for a quarterly meeting

An eight-slide outline for a quarterly update to a board, investors or partners: the quarter in four figures, what went well and what did not, spend against plan, what you learned, the next quarter, and the decision you need. Drawn in Ledger: navy and white, ruled, built for numbers.

See the slidesUse it in Supernatural

Free to read and copy into any slide tool. The designed deck is not a download yet.

The cover slide of the board update template in the Ledger theme

What this deck is for

Use it for a quarterly board meeting, an update to investors, or a review with the partners of a firm. The readers know the business already. They want the figures, the honest picture and the decisions you need from them.

Send the deck two or three days before the meeting so the meeting can be spent on the decisions, not on reading slides.

The slides, in order

  1. Slide 1, cover: a cover slide reading [Company] board update

    01Cover

    The company, "board update", the quarter and the date.

  2. Slide 2, scorecard: a scorecard slide reading [The quarter, in one sentence]

    02Scorecard

    The quarter in one sentence, then four figures with their change: revenue, cash, months of runway and customers, or the four that matter most to you.

  3. Slide 3, went well, did not: a two columns slide reading [What went well and what did not]

    03Went well, did not

    Two columns. Wins with their figures on the left. Misses and the reason on the right.

  4. Slide 4, spend against plan: a table slide reading [Spend against plan]

    04Spend against plan

    A table of each spending line, the plan, the actual and a note on why it moved.

  5. Slide 5, what we learned: a insight slide reading [The one thing this quarter taught us]

    05What we learned

    The one lesson of the quarter, with the evidence for it and what you changed.

  6. Slide 6, next quarter: a roadmap slide reading [The plan for next quarter]

    06Next quarter

    One goal for each month.

  7. Slide 7, the decision: a pros cons slide reading [The decision we need from the board]

    07The decision

    The decision you need from the board, with the case for and against.

  8. Slide 8, asks: a closing slide reading [What you need from the board]

    08Asks

    What you need from the board: introductions, approvals, advice.

How to present it

  • Put the bad news on the third slide, not the last. Boards trust a team that shows misses early.
  • Use the same four figures every quarter so the board can compare.
  • Write the decision slide first. It is the reason for the meeting.

The same deck in other looks

Ledger theme, cover slideLedger theme, a content slide

Ledger

Navy and white, ruled, built for numbers. IBM Plex Sans for headlines.

Meridian theme, cover slideMeridian theme, a content slide

Meridian

Night navy with gold, for the board room. Libre Franklin for headlines.

Fjord theme, cover slideFjord theme, a content slide

Fjord

Cool grey-blue, calm and orderly. Outfit for headlines.

Questions

How often should I send a board update?

Quarterly for most small companies, with a short written note in the months between.

What figures belong on the scorecard?

The few you would check first if you had been away: usually revenue, cash, runway and customers. Keep them the same each quarter.

Should I include the full accounts?

Attach them. Keep the slides to the figures that lead to a decision.

Use it in Supernatural

Supernatural: everything your business runs on, with Blue as your part-time admin. Present is one of its apps. In your workspace, you ask Blue for “a board update for this quarter”. Blue starts from this outline, writes in what you give it, and leaves [brackets] where something is missing. Figures you have not given stay as [add the figure], so no number reaches an audience unchecked. Nothing is made until you say yes.

The beta is free and asks for no card.

Join the betaSee what Supernatural does

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Last updated 3 November 2026.