Board Briefing
Turn the work you have already done into a calm, board-readable document.
What it is
Six readable pages a non-specialist board can act on
Someone needs a board paper by Friday. You have done the work — the diagnostic, the policies, the reasoning — and now it has to become six readable pages that a non-specialist board can act on, without overstating what you have and without burying the ask.
What it does. You choose the briefing type — a quarterly update, an incident response, a policy approval, a risk register update, or open-format general governance — and it sets the structure and emphasis accordingly. You choose the audience, from full board through trustees, senior leadership, an audit and risk committee, or an all-staff communication: the same evidence, pitched in the right register. It anchors the briefing in your sector's duties and tone, taken from your organisation profile and changeable for a single run. You can add a paragraph of context about this particular moment — the incident, the decision, the policy in front of them.
What you get. A board-readable document built from the toolkit work you have already done, with the evidence where a board expects to find it and the asks stated plainly rather than implied.
Who uses it. Executive sponsors and company secretaries preparing a paper. Governance and EDI leads asked for something short, accurate and defensible at short notice.
Where it fits. It draws on what the Diagnostic and Policy Portfolio already know about you, so the briefing reflects your actual position rather than a fresh assertion of it. Defensibility is the useful companion when the board's real question is whether the position would survive challenge. Available on Professional+.
Where it runs alongside
Tools it runs beside
Pairs with
- Diagnostic — An evidenced baseline of where your governance actually stands.
- Policy Portfolio — Your whole policy estate on one screen — graded, and with a plan for fixing it.
- Defensibility — Could you show the decision was reasonable? That is a different question from being right.
Frequently asked questions
Five things people ask before they start
What do I need to have ready before I start?
A briefing in mind — choose the type (quarterly update, incident response, policy approval, risk register update, or open-format general governance), the audience, and your sector. You can add a paragraph of context about this particular moment.
Is my data private, and is it used to train AI?
Your data is encrypted, private to your account, held in DocuVault, and is not used to train AI models.
Does this give me legal advice?
No. It turns the work you have already done into a board-readable document — structured guidance, not legal advice. For a specific legal situation, consult a solicitor.
Can I export or share what it produces?
A board-readable document built from the toolkit work you have already done, with the evidence where a board expects to find it and the asks stated plainly rather than implied.
How long does it take, and can I run it again?
It is built for a paper needed at short notice, and you can rerun it for a new briefing type, audience, or moment. Your sector and organisation profile carry across, and can be changed for a single run.