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RICHARD FORD EXECUTIVE COMMUNICATION COACHING

Workplace communication guide

How to present to the board when decisions matter

Presenting to the board is not simply delivering a shorter version of a management update. Directors are there to understand a decision, examine material risks and test whether the recommendation stands up. You may have fifty slides of good work. Your opening still needs to make clear what you want from the room.

Skip to the point

Sound familiar?

Why does this happen?

The danger is giving the board the entire history before they know what to listen for. Even technically excellent slides can obscure the decision. Start by separating what the board needs to approve from what it only needs to know.

The method

Decision. Evidence. Consequence.

  1. Decision

    In the first minute, state whether you want approval, challenge, a choice between options or simply an update. Say what will change after this meeting.

  2. Evidence

    Select the few facts that make the recommendation credible. Explain the key assumption, the most material risk and any serious alternative, rather than walking through every slide.

  3. Consequence

    Show the implications of choosing, delaying or declining the recommendation. Make the next owner, action and timing explicit.

Before and after

What does it sound like?

Before
I have a comprehensive update on the support-system replacement, including our supplier review, historic tickets, programme milestones and a comparison of all the available options.
After
Today I am asking for approval to replace the support system. The current platform is increasing response times. I will show the cost, key rollout risk and what happens if we delay.

The second opening gives directors the decision framework. The detail still matters, but now the evidence has a purpose.

An illustrative example, written for this guide. It is not a client result.

Try this

The board's first-minute test

Give your opening to someone who has not worked on the project. After sixty seconds, ask them three questions: 'What decision am I requesting?', 'Why now?' and 'What is the biggest risk?' If they cannot answer, change your opening before changing the slide design. Then rehearse three likely board challenges with evidence-backed answers.

Rehearse the toughest board questions

Be realistic

When does this not work?

For sensitive or regulated matters, follow the organisation's governance and disclosure requirements. Being concise never means omitting risks, uncertainty or information the board needs for a properly informed decision.

Questions

Common questions

How many slides should I use for a board presentation?

Use as many as the decision needs, not an arbitrary target. Put the argument in the main sequence and keep supporting detail accessible for questions or a pre-read.

Should I start with an executive summary?

Often yes, but make it decision-led. A useful opening names the requested decision, strongest rationale, material risk and consequence of delay.

How do I handle a director challenging my numbers?

Clarify which assumption is in question, show the best verified evidence available and identify where sensitivity analysis changes the recommendation. Do not guess missing figures.

Next step

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