For the CFO
Show the board what the plan is costing, and what it is returning.
The board asks whether the strategy is working, and the honest answer is a deck someone rebuilt last night from numbers of uncertain age. You fund the initiatives; you should be able to see what each one was meant to deliver and whether it is.
app.trellisexecution.com/board-pack
What Trellis gives you
The board pack, generated
A PowerPoint built from the plan’s locked record of each session, with a written brief that uses only the plan’s own figures and flags any number it cannot support.Read more
The value case
For each initiative: the value it was approved on, the evidence that it is arriving, and what it has spent. Kept side by side and never blended into one score.Read more
History that stands up
Every measure reading is a new dated row with its author; nothing is overwritten. When measures feed an incentive plan, the record of what was reported, and when, is already kept.Read more
In the meeting
What you hold up: the quarterly board pack
Objectives, their measures with the date of each reading, the initiatives behind them and what they have cost, from the same record the leadership team reviewed.
See your own plan in Trellis.
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