/ Board Report Survival Kit

Free kit for ASC leaders · 6-page PDF

The Board Report Survival Kit

The Board Report Survival Kit

The Board Report Survival Kit

Board meeting in two weeks and the report isn’t started? Get the 10 numbers your board needs, who has each one, and a 10-day plan to walk in ready.

It’s for you if you build the board report by hand, from several systems, every quarter, and it takes longer than it should. Same goes if you’re doing it for more than one center.

Walk into your next board meeting ready

Where each number lives, who to ask, and a day-by-day countdown. Download it now.

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Cover of The Board Report Survival Kit

Ten numbers. Five systems. Five people. One report.

What’s inside

1

The 10 numbers and where each one lives

Know what to pull, which system has it, and who to ask before you start.

2

A 10-day countdown

Work backward from the meeting so the report comes together in pieces, not the night before.

3

Copy-and-paste request emails

Ready to send to billing, payroll or HR, and materials. Fill in the brackets and hit send.

4

A one-page board summary to fill in

Every number on one page: this quarter against last, and what you’ll do about anything that moved.

5

What to say when a number is missing or wrong

Short scripts for when a number is late, looks off, or gets challenged in the room.

Built by operators at Sigmatic, for ASC leaders who build this report every quarter.