CEO report to the board: template and guidance
Use our template and guidance to help you make sure your report covers the right level of detail for your trustees.
Thanks to Michael Pain, CEO of Forum Strategy and 4 of our associate education experts - Gulshan Kayembe, Brendan Hollyer, Tiffany Beck and Harry James - for their help with this template and article.
Download and adapt our template
Tips for writing the report
Listen to what your board wants to see
Your trustees should request the information that goes in the report. Be flexible and adapt the content of your report to suit trustees' needs to enable them to fulfil their role.
Don't make it too long
We'd suggest 3 sides of A4 as a maximum. This will keep it to only top-level, important information (see below). It should encourage discussion, so it's not like the report itself has to go into minute detail.
Ask yourself whether something has a strategic impact or is of trust-level concern before including