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Workflow: monthly board prep coordinator
Coordinates monthly board prep — pre-read, pre-meetings, decisions sought.
Build a 'first board meeting' guide
Helps a first-time CEO prep for and run their first board meeting.
Build an off-boarding process
Drafts an off-boarding process that's respectful and protects the business.
Generate Pinterest board strategy
Plans a Pinterest board strategy with board names, descriptions, and pinning cadence.
Build a brand voice mood board
Builds a brand voice mood board with sample copy from competitors and aspirations.
Build a brand mood board brief
Drafts a mood board brief that gives a designer enough direction to assemble references.
Build a startup advisory board structure
Designs an advisory board with roles, equity, cadence, and value exchange.
Write a board recruiting brief
Drafts a brief for recruiting a new board director or independent advisor.
Build a CFO board snapshot
Drafts a 1-page CFO snapshot for board updates covering financials, runway, and asks.
Build a customer advisory board plan
Plans a customer advisory board with structure, charter, and meeting cadence.
Write a board observer briefing
Drafts a briefing for a board observer joining their first board meeting.
Build a board deck
Drafts a 15-slide board deck covering performance, plan, and decisions needed.
Write a board update memo
Drafts a quarterly board memo covering progress, decisions needed, and risks.