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Reporting & leadership
Board reporting
The quarterly view for a board: performance against plan, cash and runway, the risks, the decisions needed, and the forecast — at the level of decisions, not transactions.
Owned by: VP / CFOTest band: VP / CFO
In practice
A board pack answers three questions: are we on plan, will we run out of money, and what do you need from us. Everything else is appendix.
The kind of thing the test asks
- A board pack should lead with…
- The board asks for a "quick view" of a possible acquisition. The CFO brings…
More in reporting & leadership
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