Board reporting checklist
Use this checklist to ship consistent investor updates that showcase operational momentum, governance, and financial clarity.
Prep the narrative
- • Summarise what changed since the last update: wins, blockers, unexpected risks.
- • Highlight cross-functional initiatives where AI agents drove measurable results.
- • Call out upcoming decisions leadership must make and the data supporting each option.
Validate the numbers
- • Pull revenue, burn, and runway metrics directly from your systems of record to avoid stale spreadsheets.
- • Include pipeline health, cash collections, and expense variance compared to plan.
- • Document how agent-driven automations affected efficiency (cycle time, SLA adherence, customer satisfaction).
Prove compliance
- • Attach summaries of control tests, policy changes, and audit findings since the previous board session.
- • Provide a list of privileged access changes and approvals for sensitive actions.
- • Log any incidents, severity, response timeline, and lessons captured in PowerAgento.
Deliver the package
- • Export the dashboard snapshot from PowerAgento and link to live views for additional drilldown.
- • Send pre-read materials 48 hours ahead so directors can prepare questions.
- • Follow up with a concise recap email that states decisions, owners, and due dates.