← Back to Case Studies
How we work Products Academy Contact
Book a demo
CASE STUDY · REPORTING

Board-ready Reporting

Convert fragmented metrics into a decision narrative — KPIs, assumptions, drivers, risks, and recommended actions in one standard.

Industry: Enterprise Cadence: Monthly Output: Board pack

The problem

Reporting was metric-heavy but decision-light. Leadership asked “so what?” because drivers and assumptions were not explicit.

Prep time
↓ 25%
Cleaner repeatable structure.
Clarity
↑
Narrative tied to actions.
Confidence
↑
Assumptions explicitly stated.
Board reporting visuals

Approach

  • Start with the decision: what needs approval or change?
  • Driver tree: explain what moved and why.
  • Assumptions: list explicit assumptions for forecast and risks.
  • Actions: recommended actions + owners + dates.

What changed

  • From: charts and tables
  • To: narrative, drivers, actions, risks, and decision points

Solution

  • Board pack template: 1-page exec summary + appendix standard.
  • Decision narrative: decision → context → options → recommendation.
  • Assumptions log: each forecast assumption tracked and reviewed.
  • Risk section: top 5 risks + mitigation + owner.
Board pack view

Results

Leadership discussions became decision-focused. Teams spent less time rebuilding packs and more time improving the story and the actions.

What to copy

  • Decision first. Metrics support the story, not the other way round.
  • Drivers + assumptions = credibility.
  • Actions with owners prevent “nice deck, no change”.