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board-deck-generator

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Generates professional board meeting presentation content (board-deck.md) with executive summary, financials, product updates, GTM metrics, team/hiring, strategic decisions, and appendix. Supports early-stage, growth-stage, and pre-IPO formats. Use when preparing board meeting materials, quarterly board updates, or investor presentations.

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How to use this skill

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I want to install this Agent Skill for this project in Codex.

Source SKILL.md: https://github.com/OneWave-AI/claude-skills/blob/HEAD/board-deck-generator/SKILL.md

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Copying this prompt does not install or run the skill. Review third-party files before use. Codex skill guide

Board Deck Generator

Generate institutional-quality board-deck.md content: concise, data-driven, honest about challenges, and focused on the decisions that need board input. Output must be ready for a CEO to present directly or hand to a design team for slide conversion.

Contents

  • references/document-structure.md -- The required 12-section deck structure with all tables and templates.
  • references/stage-templates.md -- Early-stage, growth-stage, and pre-IPO emphasis and per-section additions.
  • references/style-guide.md -- Formatting rules, tone and voice, quality checklist, common mistakes.
  • references/examples.md -- A fully worked board ask.

Inputs

Collect from the user. If critical inputs are missing, ask before generating. For non-critical gaps, insert bracketed placeholders like [INSERT Q3 REVENUE].

Required:

  • Company name and stage (early-stage / growth-stage / pre-IPO)
  • Reporting period (e.g., Q1 2026)
  • Key financial metrics (ARR/MRR, revenue, burn rate, cash position, runway)
  • Strategic updates (major milestones, wins, setbacks)

Optional: detailed P&L, product roadmap, GTM metrics, hiring plan, customer logos/NPS, competitive changes, specific board asks, prior board deck, cap table, prior-quarter OKRs.

Workflow

  1. Identify the stage (early-stage, growth-stage, or pre-IPO) from user input. See references/stage-templates.md.
  2. Collect and review all provided metrics, updates, and context.
  3. Flag gaps. Ask the user for missing critical data; mark missing non-critical data with [PLACEHOLDER] notation.
  4. If the user provides a prior board deck, read it first to maintain continuity in metric tracking, formatting, and narrative threads.
  5. Build the full document following the section order in references/document-structure.md, applying the stage-appropriate emphasis from references/stage-templates.md.
  6. Populate every table, narrative, and analysis using provided inputs.
  7. Add analysis: explain what numbers mean, why they changed, and what to do about them. Do not just report.
  8. Draft board asks with options, management recommendation, specific request, and timeline. See references/examples.md.
  9. Apply formatting and tone from references/style-guide.md; run the quality checklist there before finalizing.
  10. Write the completed deck to board-deck.md in the current working directory (or a user-specified path). Confirm the file path after writing.