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Sample Board Report Template

This board report template provides sections for a department manager to report on strategic goals, accomplishments, ongoing activities and events, learning opportunities, crisis strategies, marketing efforts, staff and culture issues, challenges, and recommendations to the board. The manager can update their direct supervisor on the status and progress across key areas of responsibility in a structured format.

Uploaded by

Amulioto Elijah Muchelle
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1K views3 pages

Sample Board Report Template

This board report template provides sections for a department manager to report on strategic goals, accomplishments, ongoing activities and events, learning opportunities, crisis strategies, marketing efforts, staff and culture issues, challenges, and recommendations to the board. The manager can update their direct supervisor on the status and progress across key areas of responsibility in a structured format.

Uploaded by

Amulioto Elijah Muchelle
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

SAMPLE BOARD REPORT TEMPLATE

Name of Manager / Head of department

Supervisor

Date/Period: From: To:

Departmental Strategic Goals for the Period

Vision:
No Goal
1
2
3
4
5
6
7

Summary of recent accomplishments


No Recent Accomplishment Target
Desired Actual
1
2
3
4
5
6
7

Summary List of activities in progress and upcoming events


No Activities in progress and upcoming events
1
2
3
4
5
6
7
Nature and scope of Summary of outcomes Status
work done achieved so far

Learning Opportunities
What happened? What did you or your How can you apply
team learn? what you learned?

Crisis Strategy
Performance Area Possible reasons for Proactive strategies to
decline in remedy situation
performance

Marketing

Marketing activities to current customers

Existing customer categories:

Current marketing and Initiatives / current status Expected budget


sales goals and return on
investment
Marketing activities to prospects

Prospects categories:

Current marketing and Initiatives / current status Expected budget


sales goals and return on
investment
1.
2.
3.

Staff and culture


Current people management Initiatives/activities Current updates
activities
1. Training
2. Fostering a performance
culture
3. HR Budget

Outstanding issues / Challenges to Performance


Challenge to Performance Proposed Remedy / Intervention

Recommendations to the Board


No Recommendation Anticipated outcomes

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