How to Make a Board Report [15+ Templates to Download]

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For companies and different organizations to function well, it is important to keep the flow of information smooth and correct between stakeholders, the management or administration, and the board of directors. Otherwise, decision-making will be difficult as well as any plan of action across all areas. You may also see report samples.

One good practice in corporate strategy is making sure that the most important information about the organization is communicated correctly and professionally by learning how to make a board report.

5 Steps to Make a Board Report

Step 1: Structure The Report

Regardless of the required length of the report, the first paragraphs should be able to tell where the report comes from, the specific dates or time frame it covers and where the report is being submitted to. Write a title that clearly indicates the subject or focus of the business report for readers to easily file it accordingly.

Step 2: Plan Ahead

Members of a management team are often guilty of not having a plan resulting in reports with sloppy writing and the pressure of beating deadlines. Learn to work with your team and be firm about deadlines but make them realistic so that you’ll have time to go through and review data that your staff had contributed.

Step 3: Use Plain Business Language

Board members will not be made of one age group or background. Most of the time they’re made up of different individuals who don’t have the same level of knowledge or understanding about many things. Limit your use of industry jargon or buzzwords so as not to allow your readership to miss out on vital information.

Step 4: Format Wisely

Business reports can be very wordy and board members often don’t have the time to read everything in full. Break down information to chunks by using graphs, headers, bullets, and charts so that your readers can just scan and go through the information. After all, the goal is to get the board to take action.

Step 5: Provide Context

It’s not enough to write facts regarding a project which is already being monitored. It’s your job to make board members understand why these facts are so important. Explain implications to put your information into context. For instance, if there’s a delay in the launching of a product or a process, discuss this clearly with your board.

15+ Board Report Templates

Basic Board Report Template

basic board report template
Details
File Format
  • Google Docs
  • MS Word
  • Apple Pages

Size: A4, US

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Board Meeting Report Template

board meeting report
Details
File Format
  • Google Docs
  • MS Word
  • Apple Pages

Size: A4, US

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Board of Trustees Report Template

board of trustees report
Details
File Format
  • Google Docs
  • MS Word
  • Apple Pages

Size: A4, US

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Non Profit Board Report Template

non profit board report
Details
File Format
  • Google Docs
  • MS Word
  • Apple Pages

Size: A4, US

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Management Report to Board of Directors Template

management report to board of directors
Details
File Format
  • Google Docs
  • MS Word
  • Apple Pages

Size: A4, US

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1. Board Compliance Report Template

board compliance report

Details
File Format
  • MS Word
  • Google Docs
  • Pages

Size: A4 inches + Bleed

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Too many papers submitted to a board fail to fulfill their purpose. Don’t let your report suffer the same fate by making use of this report template which you can download in all versions of MS Word, Google Docs and Pages because it pays to make sure your board report would be read.

2. Financial Report to Board of Directors

financial report to board of directors

Details
File Format
  • Google Docs
  • MS Word
  • Pages

Size: A4 inches + Bleed

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Looking to properly structure updates on the company’s current financial standing? Make that possible by downloading this template right here and be ready to customize the content by incorporating your own data. This financial report template is very accessible and easy to download.

3. Board Rescue Report Template

board rescue report
Details
File Format
  • Google Docs
  • MS Word
  • Pages

Size: A4 inches + Bleed

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Being in a company or any organization requires you to communicate professionally and efficiently. Most of the time, this is done in the form of board reports to aid board members in their decision-making. It’s a good thing that this sample board report is editable in different formats such as Google Docs, Pages and MS Word.

4. Board Report Template

board report 2
Details
File Format
  • Google Docs
  • MS Word
  • Pages

Size: A4 inches + Bleed

Download

Sooner or later your management team leader would ask you to put together a report with a timeline that would put you to work. By downloading this board report template, you’ll be able to provide information necessary for a board decision to go through so what are you waiting for? Download and print this template now!

5. Board of Trustees Report Template

board of trustees report template mockup
Details
File Format
  • MS Word
  • Pages

Size: A4, US

Download

Need to submit a well-written report on a tight deadline? You don’t need to panic since we have the report template made just for you. This template is easy to customize to suit the data that your board of trustees need to read and see. You can also download this on any compatible device and print in either MS Word or Pages file.

6. Board Of Directors Financial Report

financial report to board of directors mockup
Details
File Format
  • MS Word
  • Pages

Size: A4, US

Download

Not yet sure how to develop an accurate and compelling report for the board? You’re just in time to take advantage of this financial report sample. With its editable and flexible features, you’ll have a professional report to submit in no time. You can also print the file anywhere for your convenience!

7. Free Committee Board Report Template

free committee board report template 440x570 1
Details
File Format
  • Google Docs
  • MS Word
  • Pages
  • PDF

Size: Available in A4 & US Sizes

Free Download

Is your team struggling to finalize a report for your board members? Beat that deadline and let everyone contribute by making use of this committee board report template. Modify as you wish since the template is available to download in any Google Docs, MS Word, Pages and PDF file formats.

8. Monthly Board Report Template

free monthly board report template 440x570 1
Details
File Format
  • Google Docs
  • MS Word
  • Pages
  • PDF

Size: Available in A4 & US Sizes

Free Download

Finalize this month’s report for the board by downloading the monthly board report sample attached here in any compatible device. This report template also comes for free and can be edited as needed. Just download and print in any of your preferred formats.

9. Board Report Sample

Details
File Format
  • PDF

Size: 467KB

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Write and submit a comprehensive and accurate report by using this sample board report as a guide instead of starting one from scratch. Save time by downloading this template right away in its available format and customize as you fit.

10. Board Report and Response Template

Details
File Format
  • PDF

Size: 5MB

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Worried about missing out on the key information that goes into board reports? This report template is a very good tool if you want to make sure that you have everything in place before submitting or presenting your report to the members of the board.

11. Board Report Template

Details
File Format
  • PDF

Size: 2MB

Download

If you’re a manager, CEO or a business owner, there will be times when you need to review reports that gets submitted to the board. Make sure that information is properly organized by downloading this board report sample and using it as a reference to the document in your hands. Just click on the download button and print!

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