How This Shows Up in Practice
When a mid-sized retailer came to us in early 2024, their CFO was spending 20 hours a month preparing board materials. The board still had basic questions about cash flow every single meeting.
We didn't just redesign their templates. We interviewed board members about what they actually needed to make decisions. Turned out they were getting too much detail on historical performance and not enough context on forward-looking scenarios.
The CFO now spends about 8 hours on board prep. More importantly, board meetings focus on strategic decisions instead of clarifying last month's numbers. That's the kind of practical improvement we care about.