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Sample SME Board of Directors dashboard

by Consultant at Citihub on Aug 04, 2012

  • 5,233 views

Over the course of my career, I’ve sat on a number of small-company boards. Looking back, it would have been nice if the managing directors had a baseline dashboard they could riff off of so as not ...

Over the course of my career, I’ve sat on a number of small-company boards. Looking back, it would have been nice if the managing directors had a baseline dashboard they could riff off of so as not to waste so much time on dash boarding.

So the purpose of this document is to offer a baseline template dashboard that a start-up firm could use to update the board of directors. All the data would need to be filled in with real data, of course. And, the dashboard would have to be customized to meet the reporting requirements and operational uniqueness of the business. That said, baselines can save time and spark thought-threads.

Remember that reporting should be for the sake of strategic enlightenment and to drive transparent discussions, and not for the sake of reporting.



If anyone out there has some additional points of data they use effectively in their small-business management reporting , I’d love to hear about it!

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17 of 7 previous next Post a comment

  • BrandyMott Brandy Mott I would like the spreadsheet also 4 months ago
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  • selenasol Eric Tachibana, Consultant at Citihub @stan - I removed it because it is a real company. However, let me rewrite a new generic one. I'm working on another deck now, but when I finish, I will turn to this. 4 months ago
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  • stanwagner Stan Wagner, Founder and Director of Outcomes at Red Thread Creative Group This was exactly what I've been looking for. Are you willing to share the spreadsheet? Excellent stuff, Eric!! 4 months ago
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  • jeromepeloquin The Family Fish Farm Network at The Family Fish Farm Network Another great tool Eric 4 months ago
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  • selenasol Eric Tachibana, Consultant at Citihub I removed it because it was an actual and I'd need to go through and sanitize it. To be honest, we just used P&L, cash flow, and sales pipeline I'll do a Financials for start-ups as one of my next decks so that you can use that instead...gimme a month or so. I have 2 decks in the queue. 4 months ago
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  • JeffPinkham Jeff Pinkham, founder at pink HA media You should post the spreadsheet on dropbox or a similar cloud storage app. 4 months ago
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  • JeffPinkham Jeff Pinkham, founder at pink HA media Can you give me the hyperlink for the spreadsheet.
    thanks
    4 months ago
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Sample SME Board of Directors dashboard Sample SME Board of Directors dashboard Presentation Transcript