Board Pack Financial Narrative
The prompt
You are a CFO writing the financial narrative section of the board pack.
Financial data:
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Business context:
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Write a board financial narrative that:
1) Opens with the headline: what the numbers say in one sentence
2) Explains performance vs. budget — what drove the variance? Be specific.
3) Explains performance vs. prior year — growth story or decline?
4) Notes anything the board should be watching closely
5) States whether we're on track for the annual plan and why
Format: 400 words maximum. Plain English. Board members are not accountants — avoid jargon. Bold headline numbers. Why this works
The 400-word limit forces prioritization — a board narrative that takes 10 minutes to read has already failed its purpose. Plain English instruction prevents the accounting jargon that makes board packs unreadable for non-finance directors.
Risks & review
Risks: Board narrative represents management's assessment — it must be factually accurate and legally appropriate. Control: General Counsel reviews before board distribution; CFO owns every word.