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Board Deck template
 

Board Deck template

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While there are several approaches - all of which you should explore to find the best fit - this template captures our thoughts on a well put-together board deck. ...

While there are several approaches - all of which you should explore to find the best fit - this template captures our thoughts on a well put-together board deck.

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~20+ slides covering department updates, cash projections, roadmaps, and a whole lot more
~Contains tips and step-by-guide to walk you through best practices (see the "Notes" area in PPT)
~PPT format for easy modification

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  • 90 day windows are a great frame to view how your business is performing and projecting. Use the “Notes” column to highlight eventsthat affected your metrics. Tip:State the variance of how each of your metrics is performing against budget.Tip: Use this slide to surface the performance of your top 5-10 metrics. Place these metrics in buckets (i.e. “engagement”, etc.) to add further perspective. Discuss with your board (via the Discussion slide later in this deck) which metrics to focus on and why they are important to assess the health of the business.
  • Akin to the Product roadmap, the Staffing Plan should detail your upcoming hires and their effect on your Cap and Financial tables.Tip: Sort the Plan by priority so the board knows where your recruiting efforts are currently concentrated.
  • Your board was assembled to help your company achieve its goals so treat these meetings as a way to “fuel up”. Use this slide to surface ways how your board can help you tackle any road blocks. Tip: Note how each “ask” impacts KPI’s and goals. Tip:Be direct in your requests by assigning tasks to specific board members. E.g. “Bob, you have an excellent footprint in the accounting community. Can you help us promote X feature as it’s synergistic with your network?”
  • Funnels are an excellent way to pinpoint weak points/optimization opportunities. Setting goals or targets provides perspective on your current phase.Alone, Conversion and Marketing funnels tell just half the story. Combined, they frame the whole picture of your customer acquisition and revenue generation process. Tip:Use the “Notes” area to document what steps are being taken to hit your target. Also mention the impact of achieving your target (“a 6% purchase rate would be an industry high and help us attract better affiliates”).Tip: Include how you performed against the previous month or budget.
  • Funnels are an excellent way to pinpoint weak points/optimization opportunities. Marketing funnels are especially useful to understand how users are getting into your conversion funnel. Alone Conversion and Marketing funnels tell just half the story. Combined they frame the whole picture of your customer acquisition and revenue generation process. Tip: Note month-over-month differences in parentheses. Formulas to Know:CPL = Costs / LeadsCost of Acquiring User (CAC) = Total cost of Sales & Marketing  /  # of Deals closedRevenue Per Customer = Revenue / CustomerLifetime Value of Customer (LTV) = Average Revenue per Customerx Average Lifetime of a Customer – the Cost to Serve them (COGS)Visithttp://www.forentrepreneurs.com/saas-metrics/ and http://www.bvp.com/cloud/law2 for more details.

Board Deck template Board Deck template Presentation Transcript

  • Widget Inc. Board Meeting January 1, 2013 Widget Inc. HQ NYC Confidential 1
  • Agenda1 Official Board Business 9:00 AM 15 min2 December Summary 9:15 AM 30 min3 Functional Updates (Product, Sales & BD, Team) 9:45 AM 30 min4 Financials 10:15 AM 15 min 1.55 Strategic Discussions 10:30 AM hours6 Close / Director’s Session 12:00 PM 2
  • OFFICIAL BOARD BUSINESS 3
  • Official Board Business• Approval of Salary Options Fully Diluted % previous minutes (range) (range) (NYC: Dec 1st, Total Pool Size -- 1,000,000 10% 2012) Allocated to Date -- 100,000 1%• Review and New Grants approve new John Smith - $90k 45k 0.45% employee stock Developer ($80k - $100k) (40k - 50k) (0.4% - 0.5%) grants Sarah Brown - $110k 40k 0.4% Designer ($70k - $90k) (60k – 70k) (0.6% - 0.7%)• Next meeting Feb Total $200k 85k 0.85% 5th, 10am ET in NYC Remaining -- 815,000 8.15% Unallocated 4
  • December Summary 5
  • December Summary Product Sales & BD Tech Marketing • Suspendisse • Suspendisse rhoncus • Suspendisse rhoncus • Suspendisse rhoncus rhoncus consequat consequat metus eget consequat metus eget consequat metus eget metus eget pharetra. pharetra. pharetra. pharetra.Exceeding • Suspendisse rhoncus consequat metus eget pharetra. • Suspendisse • Suspendisse rhoncus • Suspendisse rhoncus • Suspendisse rhoncus rhoncus consequat consequat metus eget consequat metus eget consequat metus egetAverage metus eget pharetra. pharetra. pharetra. pharetra. • Suspendisse rhoncus consequat metus eget pharetra • Suspendisse • Suspendisse rhoncus • Suspendisse rhoncus • Suspendisse rhoncus rhoncus consequat consequat metus eget consequat metus eget consequat metus egetPoor metus eget pharetra. pharetra. pharetra. pharetra. • Suspendisse rhoncus consequat metus eget pharetra. 6
  • Key Metrics Projected Next Prev Month Curr Month Notes MonthEngagement # Active Users 100,000 (30% ) 135,000 (3% ) 180,000 # Social Referrals 40,000 (4% ) 60,000 (3% ) 80,000Product/Tech Queries / Sec 800 (15% ) 900 (23% ) 1,000 # Users of X 33,000 (2% ) 39,000 (8% ) 45,000Financials Revenue $100,000 (30% ) $129,000 (5% ) $80,000 Net Burn $200,000 (5% ) $210,000 (11% ) $185,000 7
  • UPDATES 8
  • ProductJan Feb Mar AprMobile iOS Bugs Limited Alpha Deploy iOS app Landscape mode, random Deploy app to curated list of testers, collect feedback & Release in app store crashes iterateWeb Responsive Design Launch User Profiles Enable Registration IE, Chrome, FFDesktop Research initial platform to Build app Deploy support 9
  • Sales & BD 10% - Initial Contact 30% - Trial 60% - Contract Sent 90% - Contract in Legal Review Expected $ Amt Probability Expected Notes Timing ValueSegment 1•Google •Q2 •$1m •10% • $100k • Lorem ipsum dolor sit amet,•Yahoo •Q3 •$200k •90% • $180k consectetur adipiscing elit.•Bing •Q4 •$100k •10% • $10k • Aenean laoreet aliquet quam, quis tempor mauris tempor eget. • Aenean laoreet aliquet quam, quis tempor mauris tempor eget.Segment 2•Nascar •Q4 •$200k •60% • $120k • Lorem ipsum dolor sit amet,•NBA •Q2 •$100k •30% • $30k consectetur adipiscing elit. • Aenean laoreet aliquet quam, quis tempor mauris tempor eget. Lorem ipsum dolor sit amet,Total $1.6m $440k consectetur adipiscing elit. Aenean laoreet aliquet quam. 10
  • Organization Chart Office CEO Manager VP CTO VP Sales MarketingEngineering QA Engineer 1 Engineer 2 Future Hire New Hire 11
  • Staffing Plan (by priority)Position Status Hire By Date Target Salary Target Equity X Sourcing ASAP $50,000 - $70,000 .1% - .2% X Interviewing ASAP $100,000 - $130,000 .1% - .15% X Offer out Q4 $65,000 - $72,000 .09% - .12% X Negotiating Q4 $140,000 - $200,000 .05% - .8% X Interviewing Q1, 2013 $120,000 - $150,000 .01% - .05% 12
  • STRATEGICDISCUSSIONS 13
  • Discussion• How do we grow our business?• What are the milestones for the next financing round?• Should we forge a partnership with competitor x?• Things keeping you up at night?• [Board Member Name] - What should be our go-to-market for X? 14
  • FINANCIALS 15
  • Financials Dec ‘12 Dec ‘12 Actual Delta Notes Projected Praesent quis duiRevenue $20k $10k $10k sed velit euismod. Praesent quis duiGross Profit $5k $4k $1k sed velit euismod. Praesent quis duiGross Burn $100k $60k $40k sed velit euismod. Praesent quis duiNet Burn $80k $30k $50k sed velit euismod. Praesent quis duiCash Balance $500k $600k $100k sed velit euismod. Praesent quis duiCash Out Date Jun ‘14 Sep ’14 3 months sed velit euismod. 16
  • ASKS 17
  • Asks• Help with recruiting• Intro to ... 18
  • APPENDIX 19
  • Cash Waterfall Jan-13 Feb-13 Mar-13 Apr-13 May-13 Jun-13 Jul-13 Aug-13 Sep-13 Oct-13 Nov-13 Dec-13 Op Plan $1,000,000 $875,000 $750,000 $625,000 $500,000 $375,000 $2,800,000 $2,725,000 $2,650,000 $2,733,000 $2,816,000 $2,899,000 Jan-12 $1,000,000 $875,000 $750,000 $625,000 $500,000 $375,000 $250,000 $125,000 $0 ($125,000) ($250,000) ($375,000) Feb-12 $1,000,000 $875,000 $775,000 $675,000 $575,000 $475,000 $375,000 $275,000 $175,000 $75,000 ($25,000) Mar-12 $1,000,000 $900,000 $800,000 $700,000 $600,000 $500,000 $400,000 $300,000 $200,000 $100,000 Apr-12 $1,000,000 $900,000 $800,000 $700,000 $600,000 $500,000 $400,000 $300,000 $200,000 May-12 $1,000,000 $900,000 $800,000 $700,000 $600,000 $500,000 $400,000 $300,000 Jun-12 $1,000,000 $1,300,000 $1,500,000 $1,350,000 $1,200,000 $1,050,000 $900,000 Jul-12 $1,000,000 $900,000 $900,000 $800,000 $700,000 $600,000 Aug-12 $1,000,000 $2,500,000 $2,400,000 $2,300,000 $2,000,000 Sep-12 $1,000,000 $2,350,000 $2,200,000 $2,110,996 Oct-12 $1,000,000 $825,000 $655,000 Nov-12 Dec-12 Ending Cash $1,000,000 $1,000,000 $1,000,000 $1,000,000 $1,000,000 $1,000,000 $1,000,000 $900,000 $900,000 $800,000 $700,000 $600,000Monthly Burn $100,000 $100,000 $100,000 $100,000 $100,000 $100,000 $100,000 $100,000 $100,000 $100,000 $100,000 $100,000Var vs Recent $0 $20,000 $125,000 $100,000 $100,000 $100,000 ($300,000) ($600,000) ($450,000) ($400,000) ($350,000) ($300,000)Notes • Vestibulum eget neque eu diam rutrum interdum. • Vestibulum eget neque eu diam rutrum interdum. 20
  • Revenue Waterfall Jan-13 Feb-13 Mar-13 Apr-13 May-13 Jun-13 Jul-13 Aug-13 Sep-13 Oct-13 Nov-13 Dec-13 Op Plan $5,000 $25,000 $50,000 $100,000 $150,000 $200,000 $250,000 $325,000 $400,000 $400,000 $400,000 $400,000 Jan-12 $3,750 $25,000 $51,250 $100,000 $150,000 $200,000 $250,000 $325,000 $400,000 $400,000 $400,000 $400,000 Feb-12 $17,000 $60,000 $77,275 $100,000 $240,000 $250,000 $325,000 $400,000 $400,000 $400,000 $400,000 Mar-12 $22,000 $25,000 $40,000 $50,000 $75,000 $125,000 $200,000 $200,000 $200,000 $200,000 Apr-12 $32,000 $40,000 $50,000 $75,000 $125,000 $200,000 $200,000 $200,000 $200,000 May-12 $45,660 $60,000 $75,000 $125,000 $200,000 $200,000 $200,000 $200,000 Jun-12 $75,000 $100,000 $150,000 $275,000 $275,000 $275,000 $275,000 Jul-12 $115,000 $175,000 $275,000 $275,000 $275,000 $275,000 Aug-12 $167,000 $275,000 $275,000 $275,000 $275,000 Sep-12 $245,000 $275,000 $275,000 $275,000 Oct-12 $245,000 $275,000 $275,000 Nov-12 $245,000 $275,000 Dec-12 $245,000Var vs Recent ($1,250) ($8,000) ($38,000) $7,000 $5,660 $15,000 $15,000 ($8,000) ($30,000) ($30,000) ($30,000) ($30,000)Notes • Vestibulum eget neque eu diam rutrum interdum. • Vestibulum eget neque eu diam rutrum interdum. 21
  • Op Ex Waterfall Jan-13 Feb-13 Mar-13 Apr-13 May-13 Jun-13 Jul-13 Aug-13 Sep-13 Oct-13 Nov-13 Dec-13 Op Plan $5,000 $25,000 $50,000 $100,000 $150,000 $200,000 $250,000 $325,000 $400,000 $400,000 $400,000 $400,000 Jan-12 $4,000 $25,000 $51,250 $100,000 $150,000 $200,000 $250,000 $325,000 $400,000 $400,000 $400,000 $400,000 Feb-12 $27,000 $60,000 $77,275 $100,000 $240,000 $250,000 $325,000 $400,000 $400,000 $400,000 $400,000 Mar-12 $22,000 $25,000 $40,000 $50,000 $75,000 $125,000 $200,000 $200,000 $200,000 $200,000 Apr-12 $32,000 $40,000 $50,000 $75,000 $125,000 $200,000 $200,000 $200,000 $200,000 May-12 $45,660 $60,000 $75,000 $125,000 $200,000 $200,000 $200,000 $200,000 Jun-12 $75,000 $100,000 $150,000 $275,000 $275,000 $275,000 $275,000 Jul-12 $115,000 $175,000 $275,000 $275,000 $275,000 $275,000 Aug-12 $167,000 $275,000 $275,000 $275,000 $275,000 Sep-12 $245,000 $275,000 $275,000 $275,000 Oct-12 $245,000 $275,000 $275,000 Nov-12 $245,000 $275,000 Dec-12 $245,000Var vs Recent ($1,000) $2,000 ($38,000) $7,000 $5,660 $15,000 $15,000 ($8,000) ($30,000) ($30,000) ($30,000) $520,000 Notes • Vestibulum eget neque eu diam rutrum interdum. • Vestibulum eget neque eu diam rutrum interdum. 22
  • Conversion Funnel Actual Target NotesVisitors 25,000 35,000 Increase Adwords spendView Product Page 15% A/B testing HP and other lead-in 25% pagesAdd To Cart 10% 15% Implement AJAX 4% Enable purchasing withoutPurchase 6% registration 23
  • Marketing Funnel Adwords, Misc CPC Direct Emails, PR Meetups, Conferences FB / Twitter TOTALSCosts $90,000 $50,000 $3,000 $40,000 $183,000Leads 16,000 10,000 100 3,300 29,400Closed Deals 2,000 800 55 89 2,944(conversions)CPL $6 $5 $30 $12 $6CAC $45 $63 $55 $449 $62MRR $60,000 $4,400 $300 $9,000 $73,700Rev / $30 $6 $5 $101 $25CustomerLTV (12 mths) $360 $66 $65 $1,213 $300LTV / CAC 8.0x 1.1x 1.2x 2.7x 4.8x 24