Build a monthly board pack

Connect the source systems

Connect the systems that hold revenue, product use, delivery, customer, hiring, and cash data. Add the operating plan and prior board packs as synced sources. Name one source for each figure.

Ask UFO to create one pack before you schedule it. Approve the section order, visual rules, definitions, and checks. Keep the approved deck as the layout reference for later runs.

Create the scheduled task

At 7:00 AM Pacific time on the first day of each month, prepare the board pack for the previous month. Use the approved deck and connected company sources. Return an editable PowerPoint file and a PDF in this conversation. Do not send them to anyone else or publish them.

Before you schedule the task, give UFO these requirements:

• Include company progress, product use, revenue, cash and runway, customer changes, delivery, hiring, risks, and plans for the next six weeks.
• Use figures from connected sources. Check revenue and cash against the source reports. Label estimates and missing data, and link each figure to its source in the slide notes.
• Compare each measure with the previous month and the plan.
• Keep each slide to one point. Check every slide for clipped text, unreadable charts, and inconsistent totals.

Review each run

Confirm that the reply includes links to download both files.

Request a one-month correction in that run conversation. Change the scheduled task only when the rule must apply to later months.