gtm-board-and-investor-communication
Board meeting preparation, investor updates, and executive communication. Use when preparing board decks, writing investor updates, handling bad news with the board, structuring QBRs, or building board-level metric discipline. Includes the "Three Things" narrative model, the 4-tier metric hierarchy, and the pre-brief pattern that prevents board surprises.
Security Assessment
About gtm-board-and-investor-communication
This skill is a business-communication playbook for preparing board meetings, writing investor updates, and structuring executive communication. It addresses a common failure mode described in the source: board meetings that open with a data dump and leave members guessing at meaning. Its core prescription is to lead with narrative and use data to confirm, structuring a pre-read sent 48-72 hours ahead and a 90-120 minute meeting agenda (market context, CEO strategic update, decision items, a rotating deep dive, and a closed session).
The skill provides several named frameworks: the "Three Things" narrative model (what's working, what's not, what we're doing about it), the principle that progress is directional rather than absolute (always tied to a target with a confidence level), and a four-tier metric hierarchy (a single North Star, 3-5 driver metrics, 3-5 health metrics, and lower tiers) that should stay stable quarter to quarter. It also catalogs common mistakes such as opening with data, running multiple competing narratives, quietly revising missed targets, and filling meetings only with good news.
Target users are founders, CEOs, and executives at seed through growth-stage companies, along with those supporting board preparation and investor relations. It is a pure prose/framework reference contained in a single SKILL.md with no code, tooling, or external calls. Typical use cases include drafting a board pre-read, framing a missed quarter honestly, setting up a durable metric scorecard, and running more productive, decision-oriented board meetings.
FAQ
What is the recommended board meeting structure?
A pre-read sent 48-72 hours before (financial dashboard, metric scorecard, 2-3 page narrative), then a 90-120 minute meeting: market context and pre-read questions, a 'Three Things' CEO update, 30-45 minutes of decision items, a rotating deep dive, and a closing plus closed session.
What is the 'Three Things' narrative model?
A way to summarize the business in three specific points: what's working (2-3 areas with quantified momentum), what's not working (1-2 concrete gaps), and what you're doing about each gap, so the board grasps status and trajectory quickly.
How should I communicate a missed target?
State the miss, explain why, and show a recovery plan while keeping the original goal visible. The skill warns against quietly revising targets downward, arguing credibility compounds faster than metrics.
What metrics should a board deck track?
A four-tier hierarchy: one North Star metric, 3-5 driver (leading) metrics, 3-5 health metrics (burn, runway, headcount, velocity), and lower operational tiers, kept consistent quarter to quarter.
Who is this skill for?
Founders and executives at seed through growth-stage companies handling board preparation, monthly or quarterly investor updates, and communicating both wins and misses.
Install gtm-board-and-investor-communication
Quick Setup:
- Copy the skill folder to
.claude/skills/ - Claude will automatically detect and use the skill
Repository
github/awesome-copilot