From: Scott Mairs Scott.Mairs@gartner.com
Sent: Wednesday, September 11, 2024 11:57 AM
Subject: EXP Power Share: Special Edition - Presenting to the Board / Management Committee
Global EPs,
It is that time of year where our EXP members are building 2025 Plans, Strategies and Budgets. We’ve had multiple clients reach out in the last week about effectively presenting to their management committee and board. So, this morning we built this summary of resources to share with a member, and I thought you all might like to leverage some or all of this work for your members. NOTE: There are a few Insurance industry specific research notes, so obviously swap out with the best notes for client industry.
XYZ Client,
We did a deep dive to put together the following resource list for you. Obviously, you won’t be able to use it all for the upcoming presentation, but it gives you a “Smart Index” into key resources you can use and your team can use to break down the communication barriers IT typically has in the organization and continue building on the incredible Partnering and Enablement Brand you are already building.
There is not a “one size fits all” or “standard deck” for any organization management committee/board meeting that I’ve ever seen. It really comes down to the key messages you want to reinforce and the brand you want to build for yourself and the IT organization. There are some best practices for presenting to the board and/or management committee. The top feedback we hear is to focus on Business Value of IT, Business Outcomes, and Results over activity and status reports.
I recommend you watch this quick video and then with your team in the next staff meeting: CIOs: Develop Value Propositions to Maximize C-Suite Partnerships
Also recommend you take on the role of providing not only internal data to your Board/MC, but also External Industry Data as part of your “brand” and “strategic value” to the organization – so they want you in all the critical meetings from Strategy formulation to Results (Strategic Benefit Realization):
- How CIOs Improve Their Market Intelligence to Anticipate Trends
- Toolkit: Workshop to Create Your Organization’s Lighthouse Principles
- CIOs: Develop Value Propositions to Maximize C-Suite Partnerships
- IT Key Metrics Data 2024: Industry Measures — Insurance Analysis
- Use Emerging-Tech-Based IT Services to Transform Insurance Models
Mastering the basics:
- Executive Essentials: Demonstrate the Business Value of IT
- 7 Rules for Demonstrating the Business Value of IT
- Create a Compelling Presentation to Influence an Executive Audience
- How to Create a Compelling Board Presentation
- Rules for Presenting Status Reports to the Board of Directors
- Executive Leaders Handbook for Presenting to the Board of Directors
- Gartner’s Executive Leader Board Presentation Library
- Tool: Board Presentation Slide Templates
- Rules for Presenting Proposals to the Board of Directors
- Tool: Executive Succession Introduction Board Presentation Template
- Rules for Discussing Digital With the Board of Directors
- Tool: Strategic Business Performance Board Presentation Template
- Tool: Slides for Educating the Board on Data and Analytics
- 3 Steps to Defining Board Presentation Objectives
- Tool: Template for Board Presentations on the Outputs of a Scenario Planning Exercise
- Tool: IT Dashboard for Non-IT Executives – Our system shows you read this in July
- How to Fortify the Board’s Expertise – Part of your job is to educate the management and board on the “Art of the Possible” – We assume they know more than they know.
- Build Stakeholder-Friendly Portfolio Dashboards in Two Stages
Overall Corporate Communications Checklist:
- Tool: Message Design Checklist for Department Memos and Presentations
- Make Executive Communications Effective to Amplify CIO Leadership Success
Board/MC and AI:
- Board Presentation: Resource Slides on Generative AI
- Board Presentation: Data on Generative AI
- Generative AI: The Basics (Shareable Slides)
Board/MC and EA:
- Toolkit: Presentation Templates to Sell EA Vision & Value
- 8 Steps to Start a High-Impact EA Practice
Board/MC and EPMO:
- Tool: Build an Elevator Pitch for Your Evolved PMO
- The Strategic Portfolio Leader’s Business Case for Strategic Portfolio Management
CIO’s role in Security and Risk Management:
- Executive Essentials: CIOs’ Role in Security and Risk
- Tool: Risk Appetite Presentation Builder Template
- Case Study: Implement Outcome-Driven Metrics for Cybersecurity Investments
- How to Decide What Goes in Your Next Risk Report
- Driving Action on Emerging Risks
- Quick Answer: How to Respond to the Cyber Safety Review Board’s Criticism of Microsoft?
Board/MC and Sustainability / ESG:
Top Board Agendas for 2024:
- 2024 Board of Directors Survey: Pivoting and Prioritizing AI on Board Meeting Agendas
- 2024 Board of Directors Survey: Elevate Sustainability Value
- When There Aren’t Enough People and Money to Do Everything the Business Wants, How Can You Prioritize?
- Video: 2024 Strategies and Priorities With Insights From the Board
Sample Presentation to Audit Committee:
Also something for you to think about earning a seat on your Board of Directors (or other company’s boards):
Please let us know if you would like to discuss further with me and/or the authors of these key insights.
Cheers,
Scott
Scott Mairs | Senior Executive Partner | Executive Programs | Gartner
Fort Worth, TX
C: +1 214-727-2210
“The rate of change has never been this fast, and it will never be this slow again!”
