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Board Preparation Research

Prepare for board-level advisory presentations.

The prompt
I'm preparing for a board presentation at [Company]. Search for:
- Board composition and backgrounds
- Topics they typically focus on
- Previous presentations to this board
- Questions they've raised before
- Governance concerns
- Strategic priorities discussed

Compile as board prep briefing.

How to use it

  1. 1Select Copy the prompt above.
  2. 2Paste it into Microsoft 365 Copilot.
  3. 3Replace anything in brackets with your own detail, then send it.

Copilot gathers and drafts. You verify and decide. Check every figure, name and date against the system it came from before you act on it.

Written for

Senior Advisor, Board Advisor, Managing Director