Leadership & StrategyStarter

Write a board update that leads with what matters

Turns the month's numbers and notes into an update that opens with the headline, including the bad news, and ends with what you need from the board.

Works with Claude, ChatGPT, GeminiUpdated 2026-09-27

When to use it

Use this when the monthly or quarterly update is due and you have a spreadsheet and a page of notes. The common failure is burying the thing the board most needs to know on page three, and this puts it first.

Opening this in Claude or ChatGPT sends the prompt with its {{PLACEHOLDERS}} still in it. Replace them with your own details before you send, or copy the prompt and fill them in first.

Here are this period's numbers and my notes on what happened:

<material>
{{NUMBERS_AND_NOTES}}
</material>

Who reads this and what they care about:
{{READERS}}

Write the update in this order.

1. THE HEADLINE
Two or three sentences: the most important thing that happened, good or bad. If something went wrong, it goes here, not later.

2. THE NUMBERS
The few that matter, each against plan and against last period. One line each on why it moved. If the notes do not explain a movement, say "not yet explained" rather than supplying a reason.

3. WHAT WE LEARNED
Two or three points, each tied to something in the numbers or the notes.

4. WHAT IS NEXT
The priorities for the coming period, no more than three.

5. WHAT WE NEED FROM YOU
Specific asks: an introduction, a decision, advice on a named problem. If there is nothing, say so.

Under 500 words. No adjectives about how the team feels. Do not round a miss into a near-miss.

End of prompt: Write a board update that leads with what matters

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