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.

Build one pack by hand 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 complete month. Use the approved deck as the layout reference. Include company progress, product use, revenue, cash and runway, customer movement, delivery, hiring, risks, and the next six weeks. Use only figures from connected sources. Reconcile revenue and cash with their source reports, label estimates and missing data, and link each figure in the notes. Compare every measure with the prior month and plan. Keep each slide to one point. Render and inspect every slide for clipped text, unreadable charts, and inconsistent totals. Return the editable PPTX and PDF in this conversation. Do not send or publish them.

Review each run

A local file path is not delivery. Confirm that the run contains both files.

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