Board pack template

Only 50% of leaders believe their organizations are ready to respond to disruptions, and many attribute this to weak internal communication and poor visibility.

The culprit behind that lack of readiness? Disorganized or bloated board materials. When board packs lack structure, boards lose focus, and so do decisions.

This whitepaper explains how to create a board pack that supports better preparation, sharper discussions, and more confident governance. It also includes a free, customizable board pack template to help you get started on the spot.

Why you need a better board package template

A well-crafted board pack is the foundation of productive board meetings. When materials are too long, unclear, or arrive too late, they waste directors’ time and bury critical insights in noise. Our whitepaper outlines how to avoid common pitfalls such as the following:

  • Disjointed formatting across departments
  • Raw data without clear context or takeaways
  • Last-minute edits and distribution delays
  • Missing executive summaries and prep notes

By using a consistent, structured board meeting pack template, you help directors focus on strategy, oversight, and timely decisions.

What the whitepaper provides

Inside, you’ll find practical tools and real examples to help improve your board materials immediately. This includes the following:

  • A professional board pack example in PDF format with ideal layout and section structure
  • Tips to design visually clear materials that reduce cognitive load
  • Best practices for secure distribution and deadline coordination

Whether you’re building your first pack or refining what you already use, this guide provides the structure to succeed.

Who benefits from this whitepaper?

We have built this resource for governance professionals responsible for ensuring board meetings run smoothly.

  • Corporate secretaries and governance officers
  • Executive assistants and board coordinators
  • Legal, finance, and operations leads contributing to board content
  • IT or compliance staff supporting board portals or secure file distribution

If you support boards in any capacity, this guide helps reduce prep time and improve outcomes.

Stop chasing clarity — structure it

Misaligned board materials cost time, create confusion, and dilute board impact. This whitepaper helps facilitate smoother board meetings.

  • Align contributors around a consistent format.
  • Highlight strategic priorities with well-designed reports.
  • Reduce review time and improve board engagement.
  • Deliver a high-quality pack that directors actually want to read.

Download the whitepaper to improve your board meetings

Access your free, editable sample board package and get the expert guidance you need to build stronger board materials from the ground up.

Download the template and prepare smarter for your next board meeting.