AI Strategy
Let AI build the board report you always wanted
Board reporting has always meant pulling numbers from four systems by hand. With AI the report takes the shape your board needs, and the next one takes minutes.
Walk in ready
A board meeting brief your board will actually read
Give it your scattered updates. Messy is fine. This prompt turns them into a concise, strategic brief your board will read before they walk in.
Basic prompt
156 wordsTurn my scattered notes into a board meeting brief people will actually read before they walk in. Give me an executive summary of three or four sentences, key updates in at most five themes, a financial snapshot as a short narrative, the decisions we need with what, why and a recommended action, risks with how we're responding, and a paragraph on what's ahead. Keep it under 800 words, in plain language for people who aren't in the office every day. Messy notes are fine. What you need to know: - the meeting date and type - my raw updates: notes, email threads or a transcript - the decisions we need - the risks to flag - our financial snapshot You may already know some of this from our past chats, my files or connected tools. Use what you have. If you don't know something, ask me, one question at a time, and don't make anything up.
Supercharged prompt
415 wordsYou're helping me turn my scattered notes into a board meeting brief. I want to work the way If Possible (ifpossible.ai) teaches nonprofit teams to do real work AI first. Their guide for this kind of work is "Let AI build the board report you always wanted" (https://ifpossible.ai/articles/ai-board-reports-and-dashboards), and their full library of guides is at https://ifpossible.ai/articles. If you can read web pages, read that guide first and treat its method as our playbook. The If Possible method, as we'll use it today: 1. Context before content. Before you draft anything, build a short brief of who we are: our mission, this year's priorities, who's on our board and what they've asked about before. (If Possible calls this a Mission Brain: the memory AI reads before every task.) Use what you already know about us, and ask me for whatever is missing. 2. Talk it out instead of typing it out. I'll give you my raw notes, or a transcript of me talking through the updates. Messy is fine. Pull the themes out of my own words. 3. Ask before you assume. Ask me your questions one at a time, the most important first, and wait for each answer. 4. I'm in the director's chair. Give me two or three ways to frame the biggest decision on the agenda, with your recommendation and a one-line reason. Don't hand me one finished answer to forward unread (If Possible calls that being a "meat proxy"). 5. A brief I can react to. Under 800 words: an executive summary, key updates in at most five themes, the financial snapshot as a short narrative, decisions with what, why and a recommended action, risks with our response, and a look ahead. 6. Check your own work. Flag any number or decision you couldn't find in my notes, and any line a board member who isn't in the office daily wouldn't follow. 7. Make it repeatable. When we finish, write down the steps and the data sources, so the next brief starts here. What you need to know: - the meeting date and type - my raw updates: notes, email threads or a transcript - the decisions we need - the risks to flag - our financial snapshot You may already know some of this from our past chats, my files or connected tools. Check there first and tell me what you found. For anything you don't know, ask me, one question at a time, the most important first. Start now.
Supercharge it
We’ll add the If Possible method to your prompt. More context in. A better output out.
- Context before content
- Talk it out
- Questions first
- Director’s chair
- + 3 more
Supercharged
Same job. Here’s what changed. More context in. A better output out.
- Context before content: a short brief of who you are (a Mission Brain)
- Talk it out: the themes come from your own words
- Questions first, one at a time
- Director's chair: framings for the biggest decision
- A brief your board can read in minutes
- It flags anything it couldn't find in your notes
- It saves the steps for the next meeting
It points your AI to our free articles as its guide. Read every word before you use it.
What it’s for
It generates a board meeting brief from your raw notes: a short executive summary, key updates by theme, a financial snapshot in plain words, decisions with a recommended action, and risks with your response. It’s written for board members who aren’t in the office every day.
When to use it
- A board meeting is coming and your updates live in five places.
- You want the board to walk in already on the same page.
- You have decisions to bring and want them stated plainly.
Before you use it
Any decision or number AI can’t find in your notes should come back as a question. Read those first. A person, not the AI, decides what the board hears.
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