HomeSkillsSkills for Board DecksAndrew PershJune 19, 20269 min read

12 Claude Skills for Board-Ready Decks in PowerPoint

A pack of 12 Claude skills for board-ready decks. One skill per board page, from the SCQA narrative and executive summary to the KPI scorecard, financials, risk heatmap, capital allocation, and the decision page.

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Cover for the 12 Claude skills for board-ready decks pack

Claude skills for board-ready decks

This is a pack of 12 Claude skills for board-ready decks. Each skill teaches Claude to build one page of a board pack with the method a board expects, so the work that usually eats an evening becomes a structured draft you refine.

The skills are grounded in real methods, not vague best practice. SCQA and the Pyramid Principle set the narrative. RAG status drives the scorecard and the initiatives tracker. Variance bridges explain the financials. A likelihood and impact heatmap orders the risks. Capital allocation discipline frames the use of cash. The result is a pack that argues one story from cover to appendix.

Built for corporate strategy teams, CFOs and finance leaders, chiefs of staff, investor relations, and the consultants and bankers who prepare board materials. Each skill is one folder with a single SKILL.md file. Install the ones you need, or load the full set.

Download all 12 skills

One zip, one folder per skill. Free, no signup.

Download all 12 skills (.zip)

The 12 Skills You Get

The pack is grouped into four parts that map to how a board pack is built: set the narrative, report performance, cover strategy and markets, and govern risk. Every skill is also useful on its own. For the individual slides, pair this pack with our guides to the executive summary slide and the KPI dashboard slide.

From narrative to governance

1

Part 1 · 3 skills

Narrative & Framing

Use these to set the spine of the pack before you build a single page. SCQA opening, one governing thought, a clear ask, so the deck argues one story instead of reporting disconnected pages.

1.1

Board Narrative (SCQA)

Use when: The pack reads like a stack of department reports with no spine

Output: Governing thought, SCQA opening, page map

1.2

Executive Summary Page

Use when: A director must grasp the whole story from one opening page

Output: Action title, proof points, the ask

1.3

Decision & Ask Page

Use when: The board needs to leave with a specific, recorded decision

Output: Options, recommendation, what approval commits

2

Part 2 · 3 skills

Performance Reporting

Use these for the pages that answer are we on track. Metrics against plan with RAG status, financials with variances bridged, and a quarter-over-quarter accountability loop.

2.1

KPI Scorecard Page

Use when: The board needs to read performance at a glance

Output: Board metrics vs plan and prior, with RAG status

2.2

Financial Summary Page

Use when: The board needs the numbers behind the scorecard

Output: P&L, cash, balance sheet with a variance bridge

2.3

Quarterly Performance Review

Use when: Last quarter's commitments need to be closed out

Output: Commitments delivered or missed, next-quarter plan

3

Part 3 · 3 skills

Strategy & Markets

Use these to show how the strategy is being executed and how the outside world is moving. Initiative portfolio with value at stake, an outside-in market read, and the use of capital.

3.1

Strategic Initiatives Tracker

Use when: The board governs execution at portfolio level

Output: Initiatives with RAG, milestones, value, owners

3.2

Market & Competitive Update

Use when: The board needs the outside-in view, not internal reporting

Output: Market signals, competitor moves, so-what

3.3

Capital Allocation Summary

Use when: The board governs where cash is deployed

Output: Sources, uses, returns, proposed changes

4

Part 4 · 3 skills

Risk & Governance

Use these for oversight: principal risks on a likelihood and impact heatmap, material ESG against targets, and the discipline that keeps the body lean and the appendix complete.

4.1

Risk & Mitigation Page

Use when: The board needs its view of the principal risks

Output: Risk heatmap, owners, mitigations, movement

4.2

ESG / Sustainability Summary

Use when: The board exercises sustainability and governance oversight

Output: Material ESG metrics vs targets and commitments

4.3

Appendix Discipline

Use when: The body is bloating and the appendix is unnavigable

Output: Body-vs-appendix split, indexed backup pages

Parts 1 and 2 set the story and report the results. Parts 3 and 4 cover strategy, markets, risk, and governance. Run the narrative skill first to fix the spine, then build each page with its matching skill.

Setup Guide

Step 1

Download the skills pack

Download all 12 skills (.zip)

The zip contains all 12 skills, one folder per skill. Each skill is a single SKILL.md file. Unzip it anywhere. Keep the whole set, or pull out just the folders you need.

Step 2

Create a Claude Project

Go to claude.ai, open the left sidebar, click Projects, then Create Project. Name it something like "Board Pack" or "Board Reporting" so you can reuse it each cycle.

Claude Projects view with the New project button highlighted
Step 3

Add the skills as Project Knowledge

Inside your project, open Project Knowledge, click Add Content, and upload the .md files. Add as many as you want, one skill, one part, or all 12. Claude references them automatically in every conversation inside that project.

Finder window with the skill markdown files being dragged into the Claude project Files panel
Step 4

Build the board pack

Run the narrative skill first to set the governing thought and page map. Then open a conversation, paste your data, and name the skill for the page you are building. Claude reads the method and drafts the page with the framework already loaded.

Tip

Refer to the skill by name in your prompt. Phrases like "Use the kpi-scorecard-page skill" or "Run the board-narrative-scqa skill" point Claude at the right method instead of leaving it to guess.

Claude conversation using a board deck skill, with the skill reference highlighted in the prompt

Example prompts

  • "Use the board-narrative-scqa skill to set the spine for this quarter's board pack."
  • "Use the kpi-scorecard-page skill to build the scorecard from these metrics and targets."
  • "Use the risk-and-mitigation-page skill to place these principal risks on a heatmap."
  • "Use the decision-and-ask-page skill to turn this recommendation into a votable ask."

How to choose a skill

Each skill maps to one page of the board pack. Pick the row that matches the page you are building and use that skill. For the wider workflow, see our Claude skills for strategy.

Your need
Skill to use
Set the story for the whole pack
Board Narrative (SCQA)
Open with a one-page summary
Executive Summary Page
Get a specific decision
Decision & Ask Page
Show performance at a glance
KPI Scorecard Page
Explain the numbers
Financial Summary Page
Close the loop on last quarter
Quarterly Performance Review
Govern execution
Strategic Initiatives Tracker
Give the outside-in view
Market & Competitive Update
Govern the use of cash
Capital Allocation Summary
Show the principal risks
Risk & Mitigation Page
Report material ESG
ESG / Sustainability Summary
Keep the pack lean
Appendix Discipline

The quality bar

Every skill pushes Claude toward output that meets the standard a board chair holds each page to before it goes in the pack.

Decision-oriented
One governing thought
Answer-first on every page
Numbers traceable to source
RAG status against thresholds
Variances bridged, not just shown
Commitments closed quarter to quarter
Risks owned and scored
Capital framed as a portfolio choice
Body lean, appendix complete
SCQA and Pyramid-structured
Built for the board, not the team