Board Deck Generator Skill for Claude

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

• Identify the stage (early-stage, growth-stage, or pre-IPO) from user input. See references/stage-templates.md.
• Collect and review all provided metrics, updates, and context.
• Flag gaps. Ask the user for missing critical data; mark missing non-critical data with [PLACEHOLDER] notation.
• If the user provides a prior board deck, read it first to maintain continuity in metric tracking, formatting, and narrative threads.
• Build the full document following the section order in references/document-structure.md, applying the stage-appropriate emphasis from references/stage-templates.md.
• Populate every table, narrative, and analysis using provided inputs.
• Add analysis: explain what numbers mean, why they changed, and what to do about them. Do not just report.
• Draft board asks with options, management recommendation, specific request, and timeline. See references/examples.md.
• 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.