2010 sample board presentation
Upcoming SlideShare
Loading in...5
×
 

2010 sample board presentation

on

  • 31,436 views

example board of directors presentation for start-up companies. original post and discussion can be found here:

example board of directors presentation for start-up companies. original post and discussion can be found here:
http://www.reoverthinking.com

Statistics

Views

Total Views
31,436
Views on SlideShare
31,436
Embed Views
0

Actions

Likes
6
Downloads
1,165
Comments
0

0 Embeds 0

No embeds

Accessibility

Categories

Upload Details

Uploaded via as Microsoft PowerPoint

Usage Rights

© All Rights Reserved

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Processing…
Post Comment
Edit your comment

2010 sample board presentation 2010 sample board presentation Presentation Transcript

  • This is part of a board presentation discussion that can be found here: www.reoverthinking.com
    Orhttp://wp.me/pRtXC-cI
    NewCo Board Meeting
    November 3, 2009
  • Agenda
    CEO Overview [name of CEO] 20 min
    Board Business entire board 30 min
    Approval of previous minutes
    Option Grants, equity discussion
    Other board busines
    Departmental Reviews departmental heads 90 min
    Sales & Business Development [name of sales leader] 30 min
    Finance [name of CFO or CEO] 20 min
    Marketing [name of mktg leader] 20 min
    Product / Development / Engineering [name of dev leader] 20 min
    Discussion & Wrap up group tbd
    2
    Confidential and Proprietary. © 2009 NewCo, Inc.
  • CEO Overview
    Highlights and Recent Milestones
    Challenges
    Customer/Sales Headlines
    Key Success Metrics / goals
    Last period
    Next period
    Employee update
    Name of Employee
    Name Position. Over ___ years of ______ experience. Most recently at _____where he _____ and ________________. Employee has a ___ from University of ______.
    3
    Confidential and Proprietary. © 2009 NewCo, Inc.
  • Board Business
    Proposed Resolutions
    Employee Option Grants
    Extension of exercise period for (Insert Employee Name)
    Approval of Previous Minutes
    Other Business
    Transfer of founder options
    4
    Standard vesting is _% on first anniversary of vesting commencement date and ___ at end of each month of continuous service. All options are subject to standard vesting.
    Confidential and Proprietary. © 2009 NewCo, Inc.
  • Departmental Updates
    November 3, 2009
    5
    Confidential and Proprietary. © 2009 NewCo, Inc.
  • Sales/Business Development Update
    Highlights
    Grew “weighted” Qualified pipe from $__K to $__K
    Closed ___________________
    Signed up w/ ____ new partners
    Key Metrics / Goals
    Partner Development
    Name of Partner: kickoff & training planned
    Target 6 joint sales with partners (in progress already)
    Working to minimize trial-to-purchase timeframe and increase total conversion rate to over 3%
    Challenges
    Develop a telesales/inside sales plan and an international plan
    Pace of lead gen is slower than expected; lead quality is on target
    Confidential and Proprietary. © 2009 NewCo, Inc.
  • October Sales Status / Forecast
    Q4 Target: $55,000 revenue with a 3x pipeline
    Recent deals closed
    Customer#1: $5,000, 22 users, 10 days trial to conversion
    Customer#2: $1,200, 5 users, 17 days trial to conversion
    Current Pipeline
    Confidential and Proprietary. © 2009 NewCo, Inc.
  • Revenue Metrics for October 2009
    8
    Transaction – Revenue Metrics
    We experienced a seasonal drop in transactions in October that led to missing our target
    Transaction value improved slightly and we expect to be on plan by Q1 of next year
    Revenue follows our transaction count and therefore took a hit in October. We expect this to return to plan in Q1 of next year also
    Confidential and Proprietary. © 2009 NewCo, Inc.
  • Company Metrics
    9
    Confidential and Proprietary. © 2009 NewCo, Inc.
  • Marketing Update
    Accomplishments
    Completed 2009 roadmap and MRD for releases 1.1 & 1.5
    Completed and announced ___ articles; podcast; blog posts
    Delivered new sales tools – new data sheets, sales playbook
    Held 4 analyst briefings
    Objectives
    Continue market momentum: at least 3 events in Q4
    Sales enablement
    New sales tools (online assessment tool, white paper)
    Issues
    Resource constraints:project prioritization difficult, multiple candidates in process
    Confidential and Proprietary. © 2009 NewCo, Inc.
  • Product / Engineering Update
    Accomplishments
    Released next version of product, v1.34
    Patent under review with attorney: “Name of Patent”
    Q1 2010 release schedule set (1.5, 2.0 - all in FY__)
    Objectives
    GA v1.5 (__/__ ship date)
    Hire development engineer (engineer #3)
    File provisional patent
    Successful phase __ deployment in __ customers
    Challenges
    Monitoring, scalability, performance & disaster recovery are top priorities, must be ready for GA
    Need to outsource testing as much as possible, keep dev focused on core, benefit from timezone changes (repairs in before start of business)
    Confidential and Proprietary. © 2009 NewCo, Inc.
  • Finance/Admin
    Accomplishments
    Completed Audit with HMPP
    Began Corporate Valuation with [name of valuation firm]
    Hiring on track – currently at ___ employees
    Managing expenses slightly under budget; will continue next period
    Objectives
    Execute Key Hires
    VP of ____- Date
    Relocate to new office
    Locate contracts resource
    Issues
    Current “fume” date ________
  • Financial Information & Projections
    13
    Headcount
    2 2 3 3 4 4
  • Wrap-up and open discussion
    Thank you.
    Confidential and Proprietary. © 2009 NewCo, Inc.