# Board Report Template, Free Source: https://nerix.ai/templates/board-report Give the board one clear report: how the business is doing, the risks, and what you need them to decide. ## Fill it in and preview You are signed in. Fill it in your workspace and it is kept as a document you can send, share and have signed. [Open in your workspace](https://app.nerix.ai/documents/templates/board-report) ### Board report **Company:** Northgate Building Ltd **Period:** Q3 2027 (July to September) **Board meeting:** 14 October 2027 **Prepared by:** Martin Kowalski, Managing Director ## 1. Summary Revenue was 6 percent above plan. Two projects finished late, costing about 80,000. Cash is healthy. We ask the board to approve the purchase of two vehicles. ## 2. Progress against goals Win 12 new contracts: 14 won Cut late projects to under 10 percent: 17 percent late Launch the maintenance service: launched 2 September ## 3. Money Revenue 2.4 million (plan 2.26 million) Profit before tax 310,000 (plan 280,000) Cash at period end 640,000 Debtors over 60 days: 118,000 ## 4. Customers and operations Customer satisfaction 4.5 out of 5 Safety: 0 lost time injuries, 6 near misses reported ## 5. People Headcount 62 (plan 65) Two senior hires made, one leaver Staff survey in November ## 6. Main risks Steel prices rising again One customer is 31 percent of revenue Delays in permits for the Elm Street job ## 7. Decisions needed Approve the purchase of two vans, up to 90,000 Approve the 2028 budget draft for discussion ## 8. Next period: priorities Finish the Elm Street job by 30 November Start recruitment for a site manager Collect overdue payments ## Papers attached Management accounts Project schedule Risk register Templates are a careful starting point, not legal advice. Where the law matters, check what applies where you are. Plans and reports ## What this template is for A board report for directors: summary, results against goals, finances, risks, people, decisions needed and next steps. Fill it in and export as Word or PDF. It is free to fill in online, needs no account, and downloads as a Word document or a PDF. [See all Plans and reports templates](https://nerix.ai/templates/plans-reports) Plans and reports ## What you fill in The form asks for 13 details. The document fills itself in as you type. - ### Company For example: Northgate Building Ltd - ### Period covered For example: Q3 2027 (July to September) - ### Board meeting date For example: 14 October 2027 - ### Prepared by For example: Martin Kowalski, Managing Director - ### Summary in a few lines A director who reads only this should know the main points. For example: Revenue was 6 percent above plan. Two projects finished late, costing about 80,000. Cash is healthy. We ask the board to approve the purchase of two vehicles. - ### Progress against goals One goal per line, with the result. For example: Win 12 new contracts: 14 won Cut late projects to under 10 percent: 17 percent late Launch the maintenance service: launched 2 September - ### Money Revenue, profit, cash and anything unusual. Say what currency. For example: Revenue 2.4 million (plan 2.26 million) Profit before tax 310,000 (plan 280,000) Cash at period end 640,000 Debtors over 60 days: 118,000 - ### Customers and operations optional For example: Customer satisfaction 4.5 out of 5 Safety: 0 lost time injuries, 6 near misses reported - ### People optional For example: Headcount 62 (plan 65) Two senior hires made, one leaver Staff survey in November - ### Main risks The three to five that matter, and what you are doing about each. For example: Steel prices rising again One customer is 31 percent of revenue Delays in permits for the Elm Street job - ### Decisions needed from the board For example: Approve the purchase of two vans, up to 90,000 Approve the 2028 budget draft for discussion - ### Next period: priorities For example: Finish the Elm Street job by 30 November Start recruitment for a site manager Collect overdue payments - ### Papers attached optional For example: Management accounts Project schedule Risk register Plans and reports ## What is inside The parts of this document, in order. - 1 1. Summary - 2 2. Progress against goals - 3 3. Money - 4 4. Customers and operations - 5 5. People - 6 6. Main risks - 7 7. Decisions needed - 8 8. Next period: priorities - 9 Papers attached Templates ## How it works - 01 ### Fill in Type your details in the form. The document fills itself in as you type; click any gap to jump to its field. - 02 ### Check Read it through. Gaps you have not filled stay marked, so nothing goes out half done. - 03 ### Download Save it as a Word document to edit further, or as a PDF to send or print. ### Make it yours with AI Open it in the chat and ask for changes: shorter, firmer, another situation, another language. [Adapt it with nerix](https://nerix.ai/try?template=board-report) ### Was this template helpful? Plans and reports ## Questions people ask ### What details does this template ask for? The form asks for 13 details, starting with Company, Period covered, Board meeting date, Prepared by, Summary in a few lines. 3 more are optional. ### Can I download this template as Word or PDF? Yes. When you have filled in the form, save it as a Word document to keep editing, or as a PDF to send or print. It is free and needs no account. ### Is what I type sent anywhere? No. What you type stays in your browser while you fill in the document. It only goes to nerix if you choose to open the template in the chat. ### Are these planning templates free? Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price. ### How long should a business plan be? As short as it can be while it says what you sell, to whom, how you earn money and what you need. Ten pages is plenty for most small businesses. ### Will a plan get me funding? It cannot promise that. A clear plan helps a bank or an investor understand you, and they decide by their own rules. Templates ## More in Plans and reports - [Annual operating plan Turn the year's strategy into priorities, quarterly targets, budget, people and risks. Plans and reports Premium, €4.99](https://nerix.ai/templates/annual-operating-plan) - [Annual report summary Sum up the year in plain words: results, money, people, risks and what comes next. Plans and reports](https://nerix.ai/templates/annual-report-summary) - [Business plan Show what you sell, to whom, how you earn money and what you need, in a plan a bank or partner can read. Plans and reports Premium, €4.99](https://nerix.ai/templates/business-plan) - [ESG report summary Summarise your environmental, social and governance results for the year, with targets and next steps. Plans and reports](https://nerix.ai/templates/esg-report-summary) - [Event run sheet Run the day on one page: a timed schedule, who is responsible, contacts and what to do if things go wrong. Plans and reports](https://nerix.ai/templates/event-run-sheet) - [Grant application Apply for a grant with a clear need, plan, budget, expected results and way to report back. Plans and reports](https://nerix.ai/templates/grant-application) [See all Plans and reports templates](https://nerix.ai/templates/plans-reports) Templates ## More kinds of documents Every category has its own page, so you can see all of its templates at once. ## Use it in nerix ### Use it in nerix - [Templates](https://nerix.ai/product/templates) - [Long documents](https://nerix.ai/product/long-documents) ### Learn more - [How to Make a Document From a Template](https://nerix.ai/help/make-a-document-from-a-template) - [Plans and reports](https://nerix.ai/templates/plans-reports)