Presenting to Boards<br />Practical skills<br />Julie Garland McLellan<br />
Presenting to a board is an<br />important occasion<br />Only peak performance<br />Will be good enough!<br />
How not to fail<br />
Start by understanding your audience<br />Xwe are here!<br />
What the board does<br />BALANCE COMPLIANCE AND PERFORMANCE<br />
How boards operate<br />Joint and several liability:<br />Equality<br />Collegiality<br />Confidentiality<br />Robust deba...
Address their concerns ...<br />You need to know:<br />What most boards worry about<br />What this board worries about<br ...
What boards worry about<br />70<br />60<br />50<br />40<br />No of mentions<br />30<br />20<br />10<br />0<br />Strategy<b...
Worries – by sector<br />40%<br />35%<br />30%<br />25%<br />20%<br />15%<br />10%<br />5%<br />0%<br />Government<br />Co...
Worries – by experience<br />50%<br />Novice<br />45%<br />Experienced<br />40%<br />More experienced<br />35%<br />30%<br...
Prepare appropriate pre-reading<br />Brief!!!<br />
Xwe are here!<br />
Context<br />
The meeting agenda<br />Significant matters for board consideration<br />Board Concentration and Effort<br />Routine matte...
Prepare for participation<br />
Dealing with debate<br />One conversation<br />Use a parking lot<br />Call it if you see it!<br />Work through the Chairma...
Balance discussion with structure<br /><ul><li>What do they already know?
What do they need to know before they can discuss?
What can they find out through discussion?</li></li></ul><li>Xwe are here!<br />
You only succeed if you make it back out alive!<br />
Follow up<br />Summarise agreement or decisions for the minutes<br />Agree next steps<br />Identify any deliverables<br />...
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Presenting To Boards Slideshare

This is an small sample of information from my \'Presenting to Boards\' courses. The material is covered in detail in my recent book \'Presenting to Boards\'.
Published on: Mar 4, 2016
Source: www.slideshare.net


Transcripts - Presenting To Boards Slideshare

  • 1. Presenting to Boards<br />Practical skills<br />Julie Garland McLellan<br />
  • 2. Presenting to a board is an<br />important occasion<br />Only peak performance<br />Will be good enough!<br />
  • 3. How not to fail<br />
  • 4. Start by understanding your audience<br />Xwe are here!<br />
  • 5. What the board does<br />BALANCE COMPLIANCE AND PERFORMANCE<br />
  • 6. How boards operate<br />Joint and several liability:<br />Equality<br />Collegiality<br />Confidentiality<br />Robust debate<br />Independence<br />Limited engagement with shareholder<br />Total exposure to management<br />
  • 7. Address their concerns ...<br />You need to know:<br />What most boards worry about<br />What this board worries about<br />What each individual director worries about<br />
  • 8. What boards worry about<br />70<br />60<br />50<br />40<br />No of mentions<br />30<br />20<br />10<br />0<br />Strategy<br />Mergers<br />Financial<br />Reputation<br />Resources<br />Leadership<br />Government<br />Competitors<br />Issue<br />
  • 9. Worries – by sector<br />40%<br />35%<br />30%<br />25%<br />20%<br />15%<br />10%<br />5%<br />0%<br />Government<br />Commercial<br />Not for profit<br />Percentage of respondents<br />Mergers<br />Strategy<br />Financial<br />Resources<br />Reputation<br />Leadership<br />Competitors<br />Government<br />
  • 10. Worries – by experience<br />50%<br />Novice<br />45%<br />Experienced<br />40%<br />More experienced<br />35%<br />30%<br />25%<br />20%<br />15%<br />10%<br />5%<br />0%<br />Mergers<br />Strategy<br />Financial<br />Resources<br />Reputation<br />Leadership<br />Competitors<br />Government<br />
  • 11. Prepare appropriate pre-reading<br />Brief!!!<br />
  • 12. Xwe are here!<br />
  • 13. Context<br />
  • 14. The meeting agenda<br />Significant matters for board consideration<br />Board Concentration and Effort<br />Routine matters<br />Routine matters<br />Time<br />© Julie Garland McLellan 2005, reproduced with permission<br />
  • 15. Prepare for participation<br />
  • 16. Dealing with debate<br />One conversation<br />Use a parking lot<br />Call it if you see it!<br />Work through the Chairman<br />Stay positive<br />Break if the board obviously need to<br />
  • 17. Balance discussion with structure<br /><ul><li>What do they already know?
  • 18. What do they need to know before they can discuss?
  • 19. What can they find out through discussion?</li></li></ul><li>Xwe are here!<br />
  • 20. You only succeed if you make it back out alive!<br />
  • 21. Follow up<br />Summarise agreement or decisions for the minutes<br />Agree next steps<br />Identify any deliverables<br />Leave them with reasons to come back to you<br />A ‘Thank you’ letter never does any harm!<br />
  • 22. Want more information?<br />Buy the book at www.amazon.com<br />Visit www.mclellan.com.au<br />For information on:<br />Board performance<br />Julie’s Newsletter<br />Director Mentoring<br />Director Books<br />Papers<br />21<br />

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