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Board Financial Narrative

Explains the three numbers that moved and what you need, leaving the rest of the pack to be read or not.

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CategoryFinanceForFounders, Operators, AnalystsTested onClaudeChatGPT

Running it, start to finish

  1. Pick the three numbers that actually moved and why.
  2. Put the worst news near the top with the response beside it.
  3. End with specific asks and flag what should be discussed live.

What you get back

The output this produces, every time.

  • Leads with the three numbers that moved rather than touring the whole P&L.
  • Puts bad news near the top, which costs far less credibility than having it discovered.
  • Answers structural-versus-one-off before the board asks, since the two mean different things.

Getting better results

Where this usually goes wrong, and how to avoid it.

  • Never bury bad news. It gets found, and being found is what damages trust — considerably more than the news itself would have.
  • Give the runway date. Cash is what a board is most accountable for, and they should never have to compute the date themselves.
  • Always include asks. A board with no stated ask sets its own agenda, and it will rarely choose the most useful thing.

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Written for The AI University. Every prompt in this library is original work — authored, tested and revised here, not collected from elsewhere. 365 of them, free with an account.