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claude-codefinance

Claude-skill-registry board-prep

Compile financial narrative for board meeting

install
source · Clone the upstream repo
git clone https://github.com/majiayu000/claude-skill-registry
Claude Code · Install into ~/.claude/skills/
T=$(mktemp -d) && git clone --depth=1 https://github.com/majiayu000/claude-skill-registry "$T" && mkdir -p ~/.claude/skills && cp -r "$T/skills/data/board-prep" ~/.claude/skills/majiayu000-claude-skill-registry-board-prep && rm -rf "$T"
manifest: skills/data/board-prep/SKILL.md
tags
#board-reporting#financial-analysis#meeting-prep#q-a-preparation
source content

Purpose

Compile comprehensive board materials with financial narrative, supporting context, and Q&A prep.

Usage

  • /board-prep
    - Prepare for next board meeting
  • /board-prep [date]
    - Prepare for specific board meeting date

Steps

  1. Gather financial context:

    • Recent variance analyses
    • Quarter-to-date performance
    • Forecast vs budget
    • Cash position

  2. Pull key decisions from recent meetings

  3. Identify board-relevant topics:

    • Material changes
    • Risks or opportunities
    • Strategic decisions needed

  4. Structure board narrative:

    • Financial performance summary
    • Key metrics
    • Variances explained
    • Outlook
    • Decisions needed

  5. Prepare Q&A:

    • Anticipate board questions
    • Prepare answers with backup data

Output Format

# Board Materials: [Date]

## Financial Snapshot
- Revenue: [Actual] vs [Budget] ([X]%)
- Expenses: [Actual] vs [Budget] ([X]%)
- Cash: $[Amount]

## Key Updates
1. [Update 1]
2. [Update 2]

## Material Variances
[Link to variance analysis]

## Outlook
[Forecast for rest of period]

## Questions Board Might Ask
1. [Question] - Answer: [Prepared response]