Founder how-to

How to use Claude for board prep.

Board prep eats founder time every quarter — typically 15-20 hours of senior work. Most of that is structuring data into a coherent narrative. Claude can do 70% of that work in a few hours. Here is the workflow.

The premise

Where board prep time goes

A typical board prep cycle: gather data (3 hrs), structure into deck (5 hrs), write narrative (5 hrs), anticipate questions (3 hrs), final polish + practice (4 hrs). Total ~20 hrs of CEO time.

AI compresses the middle three phases substantially. Data gathering and final practice stay human. Net: ~6 hrs total instead of 20.

The board deck narrative prompt

Use this

I am writing the narrative for next week's board meeting.

Key numbers (paste): [REVENUE / GROWTH / CASH / KEY KPIS]
What happened this quarter (raw notes): [PASTE]
What I want the board to know: [SPECIFIC]
What I want the board to do (specific asks): [LIST]
What I am worried they will challenge: [LIST]
Board composition + each members focus areas: [LIST]

Generate a 6-section narrative for the deck:

1. Headline summary (1 slide) — the one thing the board should remember
2. Numbers + commentary (2-3 slides) — what changed and why
3. Key wins (1 slide) — specific, with numbers
4. Key challenges (1 slide) — honest, with what we are doing about it
5. Strategic priorities for next quarter (1-2 slides)
6. Specific asks (1 slide) — what the board can help with

Voice:
- Direct, not hyped
- Honest about challenges (board credibility is built on this)
- Specific asks, not "support and guidance"

Then generate the 10 questions board members are MOST likely to ask, ranked by likelihood, with suggested honest answers.
What stays human

The hard parts

Strategic narrative. AI structures what you tell it; you have to know what to tell it.

The bad-news framing. AI can help phrase; the decision about what to disclose is yours.

The asks. What you need from the board is a leadership decision.

The board conversation itself. AI cannot deliver the deck.

Related

Related how-tos

Want this set up for your prep cycle?
Implementation includes executive workflow design.
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