Effective Board Reporting
Better reporting, stronger governance
We give compliance, risk, and financial analysts tools to deliver clear, efficient messages to their senior leaders. It covers essential skills for drafting successful reporting documents for boards and committees and:
dramatically reduce page count without losing essential information
cut down writing time by half
deliver stronger analysis
develop drafters’ skills and confidence
use the board’s time, focus, and expertise well
What ineffective reporting may be costing
too much volume to be readable
unclear or hide-and-seek messages
poor use of reading and meeting time
undermining board’s confidence in drafters
increased risk
an inefficient, high-pressure process
Workshop details
We customize our workshops to your organization, team, documents, templates, and style guides
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In-person—One day (7 hours)
Live webinar—Two Zoom sessions (3.5 hours each)
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Anyone involved in the process of creating and reviewing board reporting.
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We meet with you to discuss your group's challenges and goals
You send us a series of representative documents
We analyze your documents
We customize our course material using excerpts from your documents
We hold the workshop
What you’ll learn
Avoid common problems that plague board reporting
Adapt to the needs of the board or decision maker
Present results in an efficient, relevant way
Structure both text and visuals to deliver essential information
Develop strong analysis
Write clearly and objectively
Understand the style that’s most valued by decision makers
Understand how to cut non-essential content
Organize slides or pages so board members can find information easily
Drafting faster (and making the reviewers’ job faster too)
Create strong visuals
Translate specialized and technical content for a broader audience
Analyze, summarize, and prioritize complex information
Deliver clear, readable reports
Reduce drafting time and review cycles
It starts with a conversation
I spent all morning fielding calls, emails, and visits to my office saying how valuable this training was for us.
— Great-West Life Co.
Over several years, we went from reporting everything that happened, hundreds of pages, to reporting what the board needs to know. Much of this change was due to Wordsmith.
—BMO
To add—
—Sunlife
