Run effective SaaS board meetings with this template by David Sacks – entrepreneur, investor, and general partner of Craft Ventures.
CEO Update [3 minutes]
Wins, challenges, learnings, and KPIs
Sales Update [3 minutes]
ARR, deals closed, objections, and forecast
Other Departmental Updates [2 minutes]
Product roadmap and updates from other departments
Financials [1-2 minutes]
Gross margin, financial plans, and operational expenditure
Team [1-2 minutes]
What areas have the greatest need for new hires?
Administrative Matters [5-1 minutes]
Housekeeping and administrative matters
What came out of this meeting? What are your next steps?
Anything else to write down?
Free forever plan
No credit card required