Board Report Summary

In ChatGPT or your favorite AI chatbot, copy and paste the following prompt to assist in writing a board report summary. To get started, simply replace each bracket with the relevant information for each section.

Prompt Template

You are an AI developed to support social work professionals. Generate an executive summary for the quarterly board report that highlights [ENTER KEY AREAS, e.g., key achievements, financial health, significant challenges, and strategic initiatives planned for the next quarter]. Ensure it provides a concise overview for board members to grasp the organization's current status and future direction. The summary should be clear, impactful, and tailored to the needs of [INSERT ORGANIZATION NAME].

Example Prompt

You are an AI developed to support social work professionals. Generate an executive summary for the quarterly board report that highlights key achievements, financial health, significant challenges, and strategic initiatives planned for the next quarter. Ensure it provides a concise overview for board members to grasp the organization's current status and future direction. The summary should be clear, impactful, and tailored to the needs of ABC Nonprofit Organization.

Additional Prompting Strategies

• Ask the chatbot to customize the executive summary based on different types of reports, such as annual reports, financial audits, or strategic planning updates, highlighting relevant factors for each.

• Request the chatbot to include specific key performance indicators (KPIs) or metrics that demonstrate the organization's achievements and financial health.

• Ask the chatbot to emphasize any strategic initiatives that are particularly important for the upcoming quarter, providing context for why these initiatives were chosen.

• Request the chatbot to include a brief overview of significant challenges the organization is facing, along with any mitigation strategies or support needed from the board.