4 practical tips on content and structure for your CEO report

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What does the board really want to know through the CEO report? “
We want to know what’s on the CEO’s mind
“. So goes the most common answer to the question. How do you actually create a CEO report that gives the board a satisfactory answer what they want to know? A report that increases your trust capital but doesn’t take too much time to produce.

Here you will find our best tips for your CEO reporting, how to best structure the content of your CEO report and which builds trust with your board.

👉 Guide: Everything you need to know about CEO reporting! Download for free.

1. Take a step back (zoom out)

In the daily work, it can be difficult to take the step back to see where you are right now in relation to set goals. Take this opportunity to see the production of your CEO report as a great opportunity for this.

Always summarize your organization’s purpose and goals at the beginning of your report. This makes your report easily connected to the larger perspective. With this approach, you ensure that your report really focuses on the central and reminds the board of the organization’s main mission and set goals. You also avoid the board getting bogged down in discussions about less important details that risk occupying precious time.

A good CEO report makes the board keep up the momentum during meetings. It guides board members to the right focus for discussions.

2. Bring up both positive and negative

One of our tips for your CEO reporting is to try to keep it objective.

While it may seem enticing, avoid reporting only positive results. Everyone knows that the road is rarely a straight line. The board wants and needs to get an overall picture of the situation in order to be able to make informed decisions.

Simply reporting on, or exaggerating, positive events puts you at risk of losing credibility. Your board needs to have faith in you and your CEO report. They want to know what keeps you awake at night so they can make the right decisions and give you the best advice to deal with different types of arising situations.

As one board member put it”… I also need to hear the bad news to know that they know. Otherwise, I’m going to assume they don’t have full control of their business.”

3. Look forward as well as backward in your CEO report

The task of the board is to monitor and control the organization. The purpose of your CEO report is to help them in that mission.

Your report should include an analysis of past performance. It should also contain a forecast of how you see the future and why.

In your report, you should highlight significant events, their meaning, and the risks and opportunities that you envision. No one knows the business as a whole better than you. The board wants to know your analysis, your insights, and what you have based them on.

When writing your CEO report, think of it as a tool to solve problems that worry you. It is a chance to highlight phenomena that might otherwise pass Members by, such as what is happening in the eyes of competitors.

👉 Guide: Everything you need to know about CEO reporting!

4. View your KPIs in easy-to-understand dashboards

A plethora of numbers makes your report hard to absorb. A CEO report that only depicts achieved achievements in words risks failing to explain the reasons behind and the meaning of the achieved achievements.

The clearest CEO reports contain an educational dashboard that visually presents the most important figures. In this way, you as a CEO can focus on describing overall trends and the meaning of any under- or overachievements.

A dashboard with the most important KPIs that reflect the organization’s goals, results and what lies behind it, gives the board a quick overview. They can more quickly understand why the CEO has specific concerns and what they are struggling with right now. A dashboard with the most important data supports the CEO’s story with facts – you become more credible.

If you need more tips for your CEO reporting, don’t miss to download our free guide.

Modern tools facilitate your CEO reporting

With modern digital tools for your CEO reporting, you can simplify and at the same time increase the quality of your CEO reporting.

With Boardeaser’s tool, you can create professional CEO reports completely automatically in 1 minute. You get visualized reports that your board will love because they are so easy to understand.

With full control and lightning-fast overview of your business’s financial situation, you will be able to make decisions with greater confidence as your decisions can always be backed up by hard facts.

Read more about our CEO reporting tool here.

Here you can book a free consultation if you are curious about our tools.

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