Prepare the board pack
Finance, programs and fundraising summarized for the board.
Development and programs · Nonprofits · On a schedule · Updated
Works with
- Slack
- Airtable
- Microsoft 365
- Box
- Dropbox
- Notion
Slack
Airtable
Microsoft 365
Box
Dropbox
NotionHow do you prepare a board packet?
To prepare a board packet, tell Maito when each meeting is and where the numbers live. Two weeks before, Maito pulls finance, program and fundraising figures from your sheets and files, drafts the pack in last quarter's format, flags figures that mislead, and posts it for you to edit.
How it's done today
The ED assembles it over a weekend.
What Maito does
- Pull finance, program and fundraising numbers
- Draft summaries
Example
Loop run: Oct 19 · Two weeks before the Nov 2 board meeting
Draft board pack attached: board-pack-nov2.pdf (10 pages). Finance: Q3 revenue $1.12M against a $1.08M budget. Expenses $1.04M. Cash covers 5.2 months. Programs: 1,240 people served against a target of 1,100. Fundraising: $318,000 raised year to date against a $400,000 goal. The catch: the $318,000 includes a $60,000 pledge from Wonka Family Fund that has not been paid. Cash in hand is $258,000, and the gap to goal is $142,000, not $82,000. I show both on page 8. From the Airtable finance and donor tables and last quarter's pack in Drive. Page 4 is blank because the audit summary isn't in Drive yet.
@Maito lead the pack with the fundraising gap, and move the audit page to the end.
Reordered. Fundraising is now page 2 and the audit placeholder is last. Updated file attached.
Maito (8:00 AM):
Draft board pack attached: board-pack-nov2.pdf (10 pages).
Finance: Q3 revenue $1.12M against a $1.08M budget. Expenses $1.04M. Cash covers 5.2 months.
Programs: 1,240 people served against a target of 1,100.
Fundraising: $318,000 raised year to date against a $400,000 goal.
The catch: the $318,000 includes a $60,000 pledge from Wonka Family Fund that has not been paid. Cash in hand is $258,000, and the gap to goal is $142,000, not $82,000. I show both on page 8.
From the Airtable finance and donor tables and last quarter's pack in Drive. Page 4 is blank because the audit summary isn't in Drive yet.
Naomi (8:25 AM):
lead the pack with the fundraising gap, and move the audit page to the end.
Maito (8:27 AM):
Reordered. Fundraising is now page 2 and the audit placeholder is last. Updated file attached.
How to set it up
- Ask your agent
“Two weeks before each board meeting, pull finance, program and fundraising numbers from our Airtable base and Drive, and post a draft board pack in #leadership for me to edit.”
- Connect spreadsheet
- Airtable
- Microsoft 365
- Connect files
- Google Drive
- Box
- Dropbox
- Notion
- Microsoft 365
Not connected yet? Your agent sends you a link to sign in.
What it won't do
It can't verify your books and doesn't give financial advice. Your finance lead must check the figures before the pack reaches the board.
Questions
Airtable or Microsoft 365 tables, plus last quarter's packet and other documents in Google Drive, Box, Dropbox, Notion or Microsoft 365.
It leaves a placeholder page and says what it is waiting for, such as an audit summary.
Yes. Tell Maito in the thread, for example to lead with fundraising, and it sends an updated file.
