Essentials Buy

Boardroom Essentials – 12 executive slide frameworks

The twelve slides a PE board asks for, quarter after quarter – each as an editable template, a filled example and a one-page guide.

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Example slide Executive Summary: half-year at a glance – EBITDA below budget despite revenue ahead

Four questions, twelve answers

Where do we stand?

  • Executive Summary
  • KPI Dashboard
  • Segment Performance

Why are we there?

  • Performance Bridge
  • Root Cause Analysis
  • Commercial Funnel

What do we change?

  • Value Creation Plan
  • Initiative Roadmap
  • Impact Matrix

How do we deliver it?

  • CEO Priorities
  • Milestone Tracker
  • Board Decisions
Cover slide Boardroom Essentials: 12 Executive Slide Frameworks
Cover
Overview slide: four questions every board asks and the twelve frameworks that answer them
Overview
Example slide Executive Summary: half-year at a glance – EBITDA below budget despite revenue ahead
01 Executive Summary
Example slide KPI Dashboard: six steering KPIs over six quarters with status against budget
02 KPI Dashboard
Example slide Segment Performance: revenue, growth, product mix and customer concentration by segment
03 Segment Performance
Example slide Performance Bridge: EBITDA bridge from budget to actual by driver
04 Performance Bridge
Example slide Root Cause Analysis: issue tree for the rise in churn with tested hypotheses
05 Root Cause Analysis
Example slide Commercial Funnel: sales funnel with conversion by stage and the bottleneck
06 Commercial Funnel
Example slide Value Creation Plan: EBITDA bridge by value lever with owner, timing and confidence
07 Value Creation Plan
Example slide Initiative Roadmap: initiatives by workstream with timing, progress and status
08 Initiative Roadmap
Example slide Impact Matrix: initiatives by EBITDA impact and ease of implementation
09 Impact Matrix
Example slide CEO Priorities: five personal CEO priorities for the next 90 days
10 CEO Priorities
Example slide Milestone Tracker: milestone status with slippage and mitigation
11 Milestone Tracker
Example slide Board Decisions: decision requests with recommendation, options and impact
12 Board Decisions

What makes them different

  • Action titles, not topic titles – every example shows how to state the conclusion first.
  • Fixed rules where boards get picky: RAG logic, axis breaks, ‘lower is better’ KPIs, rounding to 100%.
  • Native PowerPoint charts – edit the data, the chart follows.
  • One fictional business case across all twelve examples.

What you get

  • PDF guide (19 pages): working with the data model, Excel to PowerPoint, branding to your CI, one page per framework, building the board pack
  • Excel data model: start page with navigation, one sheet per framework with fill-in guidance and paste-ready chart data, checks dashboard
  • Examples (.pptx): the twelve slides for a fictional company, numbers consistent with the data model
  • Templates (.pptx, 16:9): twelve editable slides with native PowerPoint charts, rules in the speaker notes, plus a “Make it yours” slide
  • PowerPoint and Excel 2016 or later, Windows and Mac
Guide page Segment Performance: when to use it, data sheet, six rules and a pre-board checklist
PDF guide
Start sheet of the Boardroom Essentials Excel data model: four steps, checks status and sheet overview
Excel data model

Make it yours

Colours and fonts sit in the theme, logo and footer on the slide master. Change them once and every slide follows. All charts are native PowerPoint charts, including the waterfall bridges: right-click › Edit Data, paste the values from the data model, done.

The same Segment Performance slide twice: left in the cturn theme in blue, right with changed theme colours in green and a different heading font
Same slide, two themes – only theme colours and heading font changed.
Template slide “Make it yours”: brand the deck in six steps
“Make it yours” slide
Guide page “Brand it once”: the same slide before and after branding, six steps from theme colours to template
Guide: make it yours

Who it is for

  • CEOs and CFOs preparing board and investor meetings
  • Operating Partners who want comparable reporting across portfolio companies
  • Advisers who build board packs for clients

Frequently asked questions

Which software do I need?

PowerPoint and Excel 2016 or later on Windows or Mac; Microsoft 365 recommended. The waterfall charts are native PowerPoint charts. Older versions, Keynote and Google Slides may show them as a picture only.

Can I adapt the templates to our corporate design?

Yes. Change colours, fonts, logo and footer in one place and every slide follows. The guide shows it step by step. If you already have a corporate template, paste the slides with “Use Destination Theme”.

Are the charts editable?

Yes. All charts are native PowerPoint charts, including the waterfall bridges. Right-click › Edit Data and paste the values from the data model.

Who may use the files?

One purchase covers one company, including all its employees. Advisers may use them for client work. Reselling or redistributing the templates is not allowed.

Is the example data real?

No. All example data is fictional and consistent across slides.

How do I pay and get an invoice?

Checkout runs through Paddle, our merchant of record. Paddle handles payment, VAT and the invoice. In checkout you can add your company name and VAT number, and the invoice is issued to your company.

Can I get a refund?

If files are faulty, we replace them or refund the price. Details and statutory withdrawal rights: see Refunds.

CHF 290

one-time · company licence · Try the free sample first · Instant download

Buy now
Free sample

By purchasing you accept our terms and licence. Payments processed by Paddle.

Together with the Value Creation Plan Kit as a bundle for CHF 590 – you save CHF 190.