Getting the Message Across to the Board

Date: On a date of your choice
Location: Delivered as an online interactive briefing
Event Code: GMAB300921

Course Details

The most common complaints from Directors are about the information they receive in reports, from regular updates to unique business propositions. High-performing Boards rely on succinct, well argued and well constructed reports to form their judgements and make good decisions.

Past final notices from regulators reflect how Boards can miss key information and incorrectly assume critical points leading to disaster. Too often reporting is dominated by inward- and backward-looking detail, rather than the sort of information that will help the board to plan its future strategy.

Using case studies and group discussion this workshop explores the key elements of a great Board report alongside practical tips on how to get your message across to the different stakeholders through impactful written and verbal presentation.

Who should attend:

This briefing is intended for executives or anyone writing or presenting to a Board. It is also ideal for those newly appointed in an executive capacity or as part of induction or succession planning.


1. Knowing your audience

  • Board vs Executive Responsibilities
  • Confirming stakeholder expectations
  • The non-executive’s perspective

2. Building a great Board report

  • Common challenges when drafting Board papers
  • Avoiding repetition and unnecessary detail
  • Creating continuity over time
  • Board reporting Template -  what ‘good’ looks like

3. The new business proposition

  • Background and tie in with strategy
  • Exploring the options
  • Arguing the pro’s and cons of a recommended way forward
  • Case Study – what ‘good’ looks like

4. Presenting your paper in the Boardroom

  • Using the opportunity for debate
  • Ensuring a clear conclusion is reached
  • Ensuring subsequent reporting required is clear

“Effective board decision making is not simply a matter of getting the right people around the table. They need to address the right issues and ask the right questions and to do these things they need the right information. ICSA, Effective Board Reporting Guidance, July 2018

Key Benefits

  • Know how effective Boards use the reports and verbal presentations they receive
  • Explore past cases where Boards have misunderstood and the consequences     
  • Appreciate common Board frustrations and differing stakeholder expectations       
  • Understand the basics of a good Board report including a sample template       
  • Effectively articulate new business propositions that present the risks and opportunities
  • Practical tips for excellent verbal presentation that supports your written report

Your Consultant: John Constable

John’s career began in the RAF and has spanned retailing and financial services, the last 15 years as an independent consultant specialising in executive and board development. His business and regulatory experience equips him to bring a joined-up approach to governance, strategy, risk and finance. This is positioned in full recognition of the dilemmas and multiple – and often conflicting - demands within the board’s “day job”.

A great communicator, he brings commercial awareness, credibility, and pure energy. His versatility allows him to lead and challenge executives and senior managers, providing current and relevant examples to illustrate, draw parallels and clarify complexity.

John’s published articles have encompassed financial crime, learning and development strategies, operational risk management, change management and Solvency II.

John has a BA (Hons) in History from Kings College London, he holds an Open University Certificate in Financial Management, a Diploma in Management from Henley and is a Member of Chartered Institute of Personnel and Development




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