The monthly board pack: what to cut, what to keep

A board pack the board reads, built in a month.

6.4

Written by
Published

August 27, 2026

Reviewed

August 27, 2026

Reading

5

minutes

Topic
A printed monthly board pack open on the meeting table

The short answer

Twelve pages. Five numbers on the first page, compared with budget and last year. Every page after that ends with the decision it asks the board to make.

The first page

Revenue, gross margin, cash, debt and one operating measure that matters most to your business. Each against budget and last year, with one line on why it moved.

Every page asks for a decision

If a page does not lead to a decision, move it to an appendix. Boards spend their time where the pack points them.

What to cut

Detailed ledgers, slides that repeat the numbers in words, and anything nobody has asked about in three months.

Sources and review

Sources: board packs Ordway has rebuilt for clients on retainer, 2016 to 2026. Reviewed by Tom Whitcombe on 28 August 2026. Next review February 2027. This article is general information, not advice on your situation.

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Tom Whitcombe

Tom Whitcombe

Partner, Outsourced CFO

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