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How to deliver a board presentation that wins hearts and minds

Amber Daines | 23 August, 2023


Board meetings can sometimes become, well, boring meetings. There is usually a lot to read beforehand, and several speakers and big ideas to discuss, and they sometimes make fast-paced decisions from the information shared. To achieve cut-through communications success in an often packed board meeting agenda, it helps to be well prepared.

Presenting to a board can be daunting, and nerves will emerge if you are unprepared and rehearsed. To effectively present at your next board meeting, here are my golden rules before you enter the room:

  1. Understand the board’s objectives: Gain a clear understanding of the board’s goals, priorities, and expectations. Tailor your presentation to align with their interests and objectives.
  2. Prepare your content: Start by outlining the key points you want to communicate. Structure your presentation logically, with a clear introduction, main points, and a concise conclusion. Use visual aids, such as slides or handouts, to support your presentation.
  3. Know your audience: Research the board members and their backgrounds to understand their areas of expertise and interests. Adapt your language and examples to resonate with their understanding and knowledge.
  4. Keep it snappy: Boards are typically time-constrained, so being concise and focused is crucial. Present the most relevant information and avoid going into unnecessary details. Be prepared to answer questions or provide additional information if requested.
  5. Communicate clearly: Use clear, jargon-free language to ensure your message is easily understood. Avoid technical terms unless the board members are familiar with them. Use visuals, charts, and graphs to convey complex information visually appealingly.
  6. Ooze preparedness: Rehearse your presentation to become comfortable with the flow and timing. Anticipate potential questions and prepare well-thought-out responses. Being well-prepared will increase your confidence and help you deliver a more polished presentation.
  7. Address critical concerns: Consider potential concerns or objections the board may have and address them proactively. Show that you have considered different perspectives and provide evidence or data to support your arguments.
  8. Be confident and engaging: Maintain good eye contact with everyone present, speak clearly, and use a confident tone. Engage the board members by actively involving them in the discussion. Encourage questions and create opportunities for dialogue. Don’t read the slide deck – it’s not a script!
  9. Stay focused on outcomes: Clearly articulate the desired results of your presentation. Highlight the benefits, risks, and potential impacts of your proposals. Connect your ideas to the board’s goals and emphasize how your presentation aligns with their vision.
  10. Follow up: After the presentation, provide any additional information or resources requested by the board members. Send a thank-you note expressing your appreciation for the opportunity to present and address any outstanding questions or concerns.

Remember, each board is unique, so adapting your approach is essential. You can deliver a compelling and impactful board presentation by thoroughly preparing, understanding your audience, and effectively communicating your message.

If you want a dress rehearsal with us, or a chance to road-test your following board presentations in action, we welcome the opportunity to work with you. Booking a meeting via