These two halves of the call run for approximately 20 minutes each. Place time estimates for what will happen, when, and add extra detail about each section in the agenda document. Refresh the Board on your security framework. "The CFO follows up with a deeper layer of details based on the CEO's forward-looking statements the numerical outcome of these strategic directions. Make sure to understand what they are looking for. However, a lengthy, in- depth presentation is more likely to leave the board scratching their heads than directing resources the right way. You think that they need to understand the details before seeing the big picture, because that is how YOU came to the conclusion. Several times before any big presentation, close your eyes and visualize the outcome: You're done with the presentation and the board members are shaking your hand saying, "Great job! Explaining these rather complex HR concepts can be a lot easier when you use clear visuals. No details are necessary, but it should signal that the presentation will include information about, Critical Capabilities: Analyze Products & Services, Digital IQ: Power of My Brand Positioning, Magic Quadrant: Market Analysis of Competitive Players, Product Decisions: Power Your Product Strategy, Cost Optimization: Drive Growth and Efficiency, Strategic Planning: Turn Strategy into Action, Connect with Peers on Your Mission-Critical Priorities, Peer Insights: Guide Decisions with Peer-Driven Insights, Sourcing, Procurement and Vendor Management, 5 Data and Analytics Actions For Your Data-Driven Enterprise, 5 Security Questions Your Board Will Inevitably Ask, Marketing at a Technology/Service Provider. That dialogue makes it easier to solicit input on key challenges, win buy-in on new projects, and secure any financial needs. ), arrive an hour ahead of the scheduled start time. Regular board meetings allow directors to share their thoughts and opinions regarding the company's performance and strategy. Best theme for PowerPoint Presentation. When the request comes in to give a cybersecurity presentation to the board, security leaders should jump at the chance to educate the executives. Ask for approval of the board to the items you just read. Bring clients, products or employees to life with pictures. Present mitigation strategies and explain how the Board can help. If budget and permissions allow, having an assistant in the meeting is incredibly valuable to track follow-up items, take notes relevant to your role, handle any technical issues and to provide any other support needed during the meeting. If you find it useful you can download all the source illustrations for commercial use and free modifications. Like politicians readying for a major debate, the speakers participate in several mock Q&A sessions before the actual event, grilled by their head of investor relations to be as prepared as possible to field any question likely to be asked by the audience and provide knowledgeable, clear, and succinct responses. These HR diagrams can be used in a broad spectrum of contexts: Do you need to quickly create a creative organization map in PowerPoint? Is the meeting virtual or in person (or more likely these days, a combination of both)? It needs to be sparse, and simply identify the topics youll cover in the following slides. They stuck out in the transcripts.". After a cover slide that follows a clear agenda, we give you room for: Yet, we also accommodate team updates in a slide, including KPI updates, a specific section for you to outline the roadmap, a slide for core acquisition channel updates, and business development. For example, if success is about board members and/or C-level executives learning about a new technology under consideration, the job is to educate them. It feels the natural thing to do, but its wrong. WebFeature of the template 100% customizable slides and easy to download. used to work for the corporation, partly responsible for past decisions affecting current strategy. And, again, its all free. But like spices, when used too abundantly, details, numbers and emotion can ruin everything. Board members want hard facts. Ask a colleague for a peer review of your presentation agenda before sending it to the board of directors for approval or revisions, if that step is required. Lets explore our selection of presentations covering the major HR management presentation topics: Do you need to report HR-related KPI metrics in a clear presentation? Help the board understand why cybersecurity is critical to the business. Above all, minimize the effort necessary to read and understand documents and slides. If you need time to look something up, say so. Join your peers for the unveiling of the latest insights at Gartner conferences. There you will find 32 outlined symbols of company positions such as CEO, CFO, COO, CMO, HR head, or Chief Sales Officer. are in full force when these meetings loom. BoardEffect - Board of directors vs Management: what is the difference? You could perhaps even survey attendees ahead of time to capture their goals, needs, challenges and anticipated outcomes. Read more: 5 Security Questions Your Board Will Inevitably Ask, Boards are becoming increasingly interested in security and risk management; however, theres often a misalignment between what the board needs to know and what security and risk management leaders are able to convey, says Rob McMillan, Managing VP, Gartner. Help the board understand why cybersecurity is critical to the business. A productive board meeting starts with a well-thought-out agenda that the board chair distributes ahead of time. Put in some examples so that they can picture things. The data may require primary research, it may rely upon existing dashboards or it may come from third parties. Heres a tool that helps: List everything your audience knows about the subject. "All CFOs want to please, so if there's a question, we do our best to answer it. Since Directors will have read your conclusion upfront, keep your talk short (5-15 minutes). Privacy Policy Ensure each point is high-level enough that the board will understand it, but detailed enough to give them a true picture. Often held twice a year or every quarter, the frequency of board meetings truly depends on an organization's stage. In writing the CFO's scripted remarks with the director of investor relations, Winston tries to put herself in the audience's shoes. portalId: '6191183', Even seasoned CFOs who have been through dozens of earnings calls will attest that their heart still races just before showtime. Before attending a board meeting, prepare thoroughly so that you will be able to answer questions and present your case effectively. A well-designed employer branding roadmap helps to implement relevant activities for improving the employers image. Knowing this can also help you to frame the presentation in their language. There you can find slides for reporting employee performance and retention, as well as HR project status and progress. Typically, the head of investor relations or an outside IR firm is charged with writing the final script, which should not be a rehash of the earnings press release, since analysts and investors already have the release in hand. Like an actor on stage, CFOs have a role to play during investor presentations and a responsibility to prepare. There are a few ways to do that. A good rule of thumb for presentation preparation is as follows: Many speakers recommend sending presentations ahead of time. All follow a similar process collecting information from across the enterprise to illuminate the factors behind the figures, writing the conference call script with the investor relations team, rehearsing the script, and participating in mock question-and-answer sessions to brace for forceful interrogation by investors and analysts in the real thing. Those things can come back and bite you. You can use these HR presentation graphics to: This is another HR area that can benefit from using a visual method of communication. Having such templates allows you to create your own do-it-yourself toolbox that can speed up your presentation preparation. Almost every script begins with, "Good day, ladies and gentlemen, and welcome to the [quarterly date and year] earnings conference call." Here are some best practices I've learned that will allow you to use that healthy level of nervousness to sharpen the content of your presentation and help ensure success. A board presentation is the CEOs or CFO s opportunity to speak directly to the board of directors. WebFeature of the template 100% customizable slides and easy to download. Have a look at this presentation with Company Roles and Department Structure PPT icons. So naturally, they will be looking out for anything that may impede that process. "I try to connect the dots instead of reading a laundry list.". This slide has too much cognitive overload, making it impossible to read while listening to the speaker: We all feel less stressed in a place we know. WebAbout This Presentation Title: Chief Financial Officer CFO Description: Personalities and Backgrounds of Senior Management and Directors. For instance, while Tom Liguori was CFO at Advanced Energy, based in Fort Collins, Colorado, the company issued an annual statement at the beginning of each year in which it established its aspirational revenue and cash flow goals for the next three years. To close your board meeting, thank everyone present before you call the meeting to adjourn. We also order business development notes visually unto a slide. WebBoard of Directors PowerPoint template is a free template for PowerPoint and board of directors presentations. But security and risk leaders must be able to communicate a clear message without losing the audience. The Bigger the Ego, the More Time you Need to Manage it. These graphics include high-quality corporate imagery, diagrams, charts, and infographic icons. This is their opportunity to learn all they can, and it's our responsibility to give it to them. "There can be no dodging or obfuscation. Common concerns a board may have are: Costs: How much time and money will it require? Will there be a breakfast or lunch meeting that I should plan to attend? If you dont know the answer, say so. To comment on this article or to suggest an idea for another article, contact Chris Baysden, an FM magazine associate director, at Chris.Baysden@aicpa-cima.com. "If we just had a blowout quarter or a horrible quarter, I don't want the audience assuming this is our future." descendants of the founder and own significant blocks of stock Be Transparent about any setbacks and say how you are managing through these. For example, relevant topics include M&A activity, a data breach, etc. You're there for a reason, so you need to ask, "What can I offer that they don't know already?". By clicking the "Subscribe" button, you are agreeing to the ", Horowitz can relate to this. Balbix uses specialized AI to identify and prioritize your unseen vulnerabilities across 100+ attack vectors and help you mitigate these risk items. Before you begin creating bulleted slides for all the projects your team is working on, take a moment to zoom out. BlackLine sets aside a room with a whiteboard for this purpose. Privacy Policy. and Board members will have many questions about the organizations security strategy during this unprecedented event. "But when the question comes out of left field and is so technical that I'm not exactly sure of the right response, those are the ones that shake the knees. What is the exact scope? You should have confidence. Our last slide concedes formalities. Stick to the purpose of your presentation. The night before, practice a third time in front of a mirror again, and get a good night's sleep. Instead, a great board presentation comes from knowing and understanding your audience and the details theyre interested in. Overall, make sure the presentation follows these guidelines: Once it's complete, make sure a colleague reviews it, which brings me to the next point. Clients receive 24/7 access to proven management and technology research, expert advice, benchmarks, diagnostics and more. As you'd expect, the CFO at Ford Motors would not logically be expected to perform the same functions as the CFO of Wells Fargo. This Corporate Governance Orientation Presentation PPT is for Board Chairs and Directors on governance Boards of Directors. Our panel of finance leaders believe that quarterly results and their impact on long-term strategy should be absolutely transparent. Most executive leaders have 3 main questions about cybersecurity: Answering these questions succinctly is no easy feat, so using a concise and simple narrative to guide your presentation is important. It includes a dozen diagram slides to illustrate the process of employee life-cycle or employee value proposition. "I close the door and have some hot water and lemon so my voice is clear and resonates well. This article is an abridged guideline for anyone who presents to a Board of Directors. Retired executive directors. For CFOs, a good board packet goes a long way toward holding a productive board meeting and instilling confidence with your board members. You don't want to wait until the end of the fiscal year or even the beginning of the new fiscal year to set dates for your next board meeting. Then you can be prepared for more in-depth questions that may arise. Check this HR Metrics Dashboard Data ChartsPowerPoint template with places for displaying the KPI measures. Slides 3 through 6 should discuss how external events will affect security, an assessment of the existing risk position (this can change depending on acquisitions and other events) and the entire security strategy. Climate Change & Sustainability presentations, collection of Human Resources PowerPoint templates here, HR Metrics Dashboard Data ChartsPowerPoint template, Recruitment, Selection, and Hiring HR diagrams, icon ideas to illustrate talent management, Employer Branding HR Process Diagrams PowerPoint template, Payroll, Compensation, and HR Admininistration PowerPoint library, Company Roles and Department Structure PPT icons, Visual Metaphors to Illustrate Work From Home, HR Metrics Dashboards with PowerPoint Data Charts, Recruitment, Selection, and Hiring Processes, Payroll, Compensation, and HR Administration, Presenting your employee skills matrix evaluating key competencies, Illustrate your recruitment & onboarding metrics, Visualize your remuneration changes year-over-year, Illustrate the overall process of hiring employees, Visually compare hiring journeys with or without pre-onboarding, Presenting employer branding framework areas, Visualizing employer EVP offerings (employee value propositions), Presenting the scope of HR administration management, Showing and analyzing your companys compensation and benefits scheme, Describing your salary determination process, Visualizing stages of the payroll process, Hierarchical organization charts with pictures of the CEO and department managers, Diagrams for flat organization structures, tree parallelograms, vertical and horizontal flow org charts, Hand-drawn matrix organizational charts for creative scribbled org chart, Vector icons for various roles, project teams, and company departments. When it's time to put together your board of directors, you need to know exactly what the role of the board entails. If so, just upload it to PowerShow.com. Use short, simple sentences and plain language. Select those elements that radiate the enthusiasm, pride, or whatever emotion you want to convey. There are also icons representing corporate product-related departments, sales-related issues, back-office, and various product development steps. Use leadership skills to allow that conversation to take place in a tone that goes hand in hand with the company's culture. We direct good news or bad news or in-between news, but in all cases we must be clear why this is the case and what we're doing about it." Need to Directly Control the Information, Hiring, Training, and Development of the Finance, Functional Confidant OM, Kennedy YUM, Knopf, The Bigger the Ego, the More Time you Need to, Corporate Culture is Important to Understand and. 800, San Jose, CA 95128. Tip #2: Start with a Summary Executive presentations If it's possible to ask right up front, that will help guide the entire presentation. Have a look at this presentation with Company Roles and Department Structure PPT icons. The narrative is your core story. Treat your board presentation as a three-act playmeaning it should have a clear beginning, middle, and end. Once their role comes to an end, they'll also help find the next board chair to take their place. Don't cram too much on each slide or screen. These 5G providers offer products like virtual All Rights Reserved, The end of the quarter is fast approaching and its time to put together your slide deck for the board meeting. "We spend our business lives in meetings or at our desks solving day-to-day problems. Its your chance to get them to understand your vision, to secure buy-in on financial needs and projects, and to explain the companys performance. To do so well, the board chair should keep an eye out for what's best for the company. Make revisions and then practice a day or two before the meeting. Most importantly, dont allow the presentation to get bogged down in overly technical explanations. You can download a powerpoint template that will help you organize your presentation to the board of directors. Even if things dont go as you expected, consider it a priceless learning exercise. Cookie Preferences WebThis template contains 13 slides of creative layouts to present company reports. But you shouldnt present every tiny detail of what the company did or share every single metric you measured. Gartner Terms of Use And if so, what decision? Understand what 'value' means to them: contribution to society, sustainability, well-being, or legacy can be as important as monetary value. As the quarter progresses, early versions of the script are drafted based on the emerging financial picture. As a guideline, we recommend following the 5/5/5 rule: Remember: The slide deck is there to serve as notes for your presentationnot to encapsulate every single detail. Should you participate in the discussion? Board meetings typically last between one hour and two hours. Are there any preferences or requirements for technology (i.e., slide size, adapters, etc.)? As such, a well-put-together and engaging presentation is one of the best tools available to you in terms of cultivating a mutually beneficial and open dialogue. Make revisions and then practice a day or two before the meeting. hbspt.forms.create({ By engaging with your audience and creating a conversation, youll be able to encourage more collaboration and give a presentation that flows. Very practical, Ed. Board presentations are one of the most important ways you communicate with your companys board. Have a look at this presentation with Company Roles and Department Structure PPT icons. You must summarize your talk in one or two clear, precise sentences. It's important to stay on schedule, but you also want to allow flexibility, including time for questions. The risk is [when] you don't really have the answer but wing it anyway. Best theme for PowerPoint Presentation. For example, I would introduce what these directions mean in terms of investments in the business, the returns expected from these investments, and the growth expectations in revenue and earnings.". Automating your board-level presentations Sorry, cant be done. Heres a Payroll, Compensation, and HR Admininistration PowerPoint library of slide graphics covering these topics. Its your chance to get them to understand your vision, to secure buy-in on financial needs and projects, and to explain the companys performance. But that confidence shouldn't spill over to arrogance. A board of directors is responsible for making decisions that will ensure the growth and sustainability of a company. "There is a mental transition that occurs before you go into the call," Partin said. Have a look at this presentation with Company Roles and Department Structure PPT icons. PK ! "I've done my best to be credible and sense the investors and analysts are pleased. The Slide is contained in 16:9 and 4:3 format. You might even have a presentation youd like to share with others. However, you should also be prepared to explain potential problem areas and their implications. Provide short, clear answers without elaborating on things beside the point. This gives them insight into what's going right and wrong within the company. ", In preparing the script for its earnings calls, Partin from BlackLine schedules a "key themes" meeting with the company's leaders in operations, sales, and marketing. An HR dashboard is a presentation type that visually displays major key performance indicators on one or more slides. While the CEO and CFO have to be "connected and consistent" in their remarks to the audience, each has a slightly different purpose, as well as tone, in their scripted comments, Winston said. Fill out the form to connect with a representative and learn more. Pre-reads are self-standing documents and therefore must have a narrative in full text. If the presentation is virtual, consider using technologies that enable interactivity -- i.e., Slido for polling, Prezi for placing you as a speaker in front of your content, or even capabilities such as Zoom or Webex's raise a virtual hand feature for questions. No details are necessary, but it should signal that the presentation will include information about business execution, strategy, external developments and risk position. At first glance, you would think a suit is the right apparel for a board meeting, and most of the time, it is. "We want investors and analysts to assess the current quarter against these goals," Liguori said. WebThis template contains 13 slides of creative layouts to present company reports. Do not overload the slides. But avoid highly surprising new information. Sleep is very important to success. As you'd expect, the CFO at Ford Motors would not logically be expected to perform the same functions as the CFO of Wells Fargo. "Ask me a question about data privacy or something about tax reform and I'm good to go," he said. Here's how to make sure yours does the job. There are many types of presentations you can create, and the proper one depends on the context. Your board presentation slides should make ample use of visuals. One of our tips on how to run a board meeting as a board chair is for you to freely designate a particular job as a task to a set group of people when most appropriate. not employed by the corporation, handle legal or insurance work. Winston today is the CEO of financial and board advisory consultancy WinsCo Enterprises Inc. Partin shares this view: "The earnings call is for the benefit of investors and analysts. "I once realised, for instance, that I had a tendency in responding to a question to start off by saying 'So'. Move on to old, new, or other lines of business and do so orderly, keeping discussions within the scope of the company's best interest. Crash Champions Appoints Tom Feeney to Board of Directors. Feel the presence of the Board members in the room. Balbix calculates risk, likelihood, and impact scores for every area of your business and provides intuitive visualizations for your presentations to the board and C-suite colleagues. We're as prepared as can be, but on occasion there's that one question that gives pause. Know what information you want to share and how it will benefit the audience. 3031 Tisch Way, Ste. Download Now. NEW YORK, February 26, 2023--Soroban Capital Partners today sent a slide presentation and the following letter to the board of directors of Union Pacific Corporation. The meeting may be held at the office of the company, or it may take place via video conference. Regular board meetings also ensure that everyone has equal access to information. So, on the slides, put keywords, rather than long sentences. But I assure you, I'll have it for you after this meeting." If the latter, it's time to reassess the content. If he says we're really excited about an opportunity in a new market segment, I then point out the financial reasons why this is the case. All directors have the opportunity to ask questions and voice concerns about the company's progress. Tip #2: Start with a Summary Executive presentations formId: '0e298fd9-9688-4b49-a0f7-49df1b840f49', Our tips on how to run a board meeting will help any CEO or chairperson line up with all of the must-haves and must-knows to run a productive board meeting. Now, let's move on to our set of tips on how to run a board meeting everyone will enjoy. So, stick with us so you can run board meetings like a pro in no time! Use Attention-Grabbing Graphics for Your Next. Directors are not seeking entertainment. ", Horowitz shares this perspective. A board chair's role is to facilitate a board meeting following a company's mission, vision, and desired direction. Download the full article here. Well structured, clear examples, really useful. This distribution should include any lengthy documents that the board needs to read in preparation for the meeting. "I've always felt light on my feet after the earnings call is over," he said. What format of a session does the audience expect (e.g., PowerPoint versus interactive virtual whiteboard)? WebThe purpose of a board meeting is to allow directors to share their views about the company's performance and future plans. Family directors. So, if you present an item for decision, make sure to provide all necessary information and secure a broad consensus before the meeting starts. This is a good time to take questions, and thank the board for their time. Make revisions and then practice a day or two before the meeting.