Every organization needs to have an overview or guide. This helps them determine where they went wrong or right during a specific period of time. In return, they obtain relevant insight on how they’ll move forward in the future. One of the most important documents to look into when planning for the future are board reports. These documents contain basically everything that had happened within the organization, both good and bad. In this guide, we will show you some steps on how to create a reliable board report. We’ve also gathered several board report templates that you can own.
218+ FREE REPORT Templates - Download Now Adobe PDF, Microsoft Word (DOC), Excel, Adobe Photoshop (PSD), Google Docs, Apple (MAC) Pages, Google Sheets (SPREADSHEETS), Apple Numbers, Microsoft Publisher, Adobe Illustrator (AI)
Steps in Creating a Board Report
Step 1: Familiarize your audience.
As its name implies, board reports are to be presented to the company’s board members. Each member has a distinct job description from the other. It’s important to know what information they might be looking for depending on their role in the organization. This tactic helps you to determine what contents your board report should contain.
Step 2: Plan it ahead of time.
It’s advisable that board reports should never be a subject for cramming. These are important paperwork that can well be a deciding factor for your organization’s future. If possible, add important info on it daily or weekly, and make sure that contributing subordinates submit their own reports on-time.
Step 3: Emphasize relevant information.
Board members are time-conscious people. They seem to be in urgency all the time, treating time as gold. Therefore, you should emphasize important information in your board report, especially those that are in-line with their responsibilities.
Step 4: Make it simple.
Make your board report as simple as possible. Avoid using uncommon words just to sound smart. This may cause confusion to your board members, and ultimately distorting the information you’re trying to convey.
Step 5: Proofread everything.
Once you’ve completed your board report, take some time to review it from start to finish. There might be some mistakes that you’ve overlooked which may cause major miscommunication.
10+ Board Report Templates
1. Board Report Template
The Board Report Template provides you with everything you might need when making a board report. All you have to do with this template is fill in the blanks with necessary information. Moreover, it meets the standards that a quality business document should have such as minimal artistic design, correct formatting, and high readability. This template is available in three formats, the most common being MS Word.
2. Basic Board Report Template
This board report template, given the name Basic Board Report Template, is the ideal ready-made document if you prefer to make things as simplified as possible. The layout and flow of this template doesn’t make things complicated. Your board members will definitely find the information they’re looking with ease and convenience. So why not give this template a try by clicking on its ‘download’ button.
3. Non Profit Board Report Template
The Non Profit Board Report Template is primarily intended for non-profit organizations. However, other organizations could make use of this template document as well whenever they conduct community outreach programs. The best part of this template is that it provides you with the ideal outline when you’re trying to relay information regarding a project. You could either mark a project as in progress, completed, or cancelled, depending on its current status.
4. Board Meeting Report Template
This template called Board Meeting Report Template, enables you to make your board report to be as detailed as possible. Every possible angle that your board report may cover is provided by this quality template. You can even edit it as much as you want if ever some of its give content isn’t in-line with your own thoughts. By clicking its ‘download’ button, you will be granted access to this template’s full preview.
5. Board Report Template Sample
The Board Report Template Sample is probably one of the best that you can find in the internet when it comes to creating a simplified board report. But despite its simplicity, this template doesn’t leave out important sections of a standard board report. In no time, you can own this board report template by going through a few purchasing steps, starting by clicking on the ‘download’ button.
6. Board of Trustees Report Template
The Board of Trustees Report Template is yet another template that allows you to include even the tiniest detail on your board report. This template’s attention to detail is the reason why it’s six pages long. Despite it being quite lengthy, it’s actually easy to use, and everything is spoon-fed to satisfy your need for convenience. This document is sure to be a welcome addition in your computer files.
7. Free School Board Report Template
This simple yet functional board report template, called Free School Board Report Template, is primarily intended for faculty and admin school meetings. This template allows you to list down a meeting’s agendas and objectives ahead of time. It’s design is toned down to allow emphasis on relevant information, thus providing great readability. So why not give this ready-made template a go. It’s free anyway, not a single penny will be charged.
8. Free Monthly Board Report Template
The Free Monthly Board Report Template focuses on financial reports in a monthly basis. You could use this template as a section for your whole board report, devoted entirely on your company’s monthly financial status. This template is available in four of the most common formats being used in computers and devices, including MS Word, Google Docs, and Editable PDF.
9. Free Committee Board Report Template
With this template, given the name Free Committee Board Report Template, making a quick board report for an impromptu meeting becomes so much easier. In probably just under five minutes, you’re most likely finished listing a few agendas and objectives for the meeting. You can download this reliable template in basically no time, entirely for free, and no minor charges or whatsoever.
10. Sample Board Report
The Sample Board Report shows you one of the best ways on how an effective board report should look like. Every angle that could have major impacts in the company’s future is being considered by this sample. You can download this sample board report as a guide or reference when making your own. It’s completely free. By clicking on the ‘download’ button, it’s yours to keep instantly and permanently.
11. Executive Director Board Report Guide
The Executive Director Board Report Guide starts off by educating you on the importance and confidentiality of a board report’s contents and information. It proceeds by providing you a template that you can use as a reference, or for your actual board report. This could also come in handy when impromptu meetings are being called by your company’s leaders and superiors.