BOARD SUMMARY OUTLINE
Published by Jatin Sachdeva. Free to use and adapt.

Aim for one page. Replace the [bracketed] text with your own facts.

1. HEADLINE (one sentence)
   [The single most important message for the board.]

2. KEY RESULTS
   - Revenue: [figure] against [budget or last period]
   - Costs: [figure] against [budget or last period]
   - Cash position: [figure]
   Use only figures from the approved pack.

3. WHAT CHANGED AND WHY
   - [Change 1]: [reason, only if confirmed by the budget owner]
   - [Change 2]: [reason]

4. RISKS AND ISSUES
   - [Risk]: [impact] / [what is being done] / [owner]

5. DECISIONS NEEDED
   - [Decision]: [options] / [recommendation]

6. NEXT STEPS
   - [Action] / [owner] / [date]

PROMPT TO USE WITH AN AI ASSISTANT
Using only the approved figures and notes below, draft the board summary using this outline. Keep each section under 60 words. Write [MISSING] where a figure or reason is not provided. Do not invent reasons.

[Paste approved figures and notes]

CHECK BEFORE SENDING
- Every figure matches the approved pack.
- Every reason has been confirmed by the person responsible.
- No confidential detail has been pasted into a tool that is not approved for it.