Free template · PowerPoint

Group board pack template

What it is

This free PowerPoint template lays out a monthly group board pack in twelve slides: summary, profit and loss against budget and latest estimate, cash, balance sheet, results by company, KPIs, intercompany and open items, risks and decisions. Every figure is an example from a fictional group and is marked as one.

What’s inside

Twelve slides in a clean, ready-to-use layout, with tables and charts you can edit.
The order a board expects: summary, profit and loss, cash, balance sheet, companies, KPIs, intercompany, risks, decisions.
Example figures from the Finconsol example group, each slide marked as an example.
Speaker notes on every slide saying what to replace.
A rates and basis of preparation slide, and a how-to-reuse slide.

Three of the twelve slides

Slide	Title	What goes on it
2	Summary	Four headline figures and three to five messages
3	Profit and loss	September, year to date and full-year estimate against budget
8	Intercompany and open items	Pairs that do not agree, with reason, owner and date

How to use it

Replace the example figures with your own. Tables and charts are editable; right-click a chart and choose Edit Data.
Rewrite each title as a sentence that says what happened, with a number.
Check that figures agree across slides: the cash total, the net assets and the group revenue.
Remove the EXAMPLE FIGURES tags when every number is your own, and delete the last slide.

Who is it for?

Group CFOs and finance controllers who present a monthly pack to a board or to owners, and accounting firms that prepare one for a client. The figures in the pack come from the group templates on this blog: the group budget, the intercompany reconciliation and the translation reserve workbook. When producing the pack by hand takes more than a day, Finconsol builds the group figures and the pack from the same data.

Questions

Which fonts does it use?

Georgia for titles and Calibri for text. Both are installed with Microsoft Office and on most computers.

Can I change the colours?

Yes. The pack uses an ink colour (101729) and an accent (3651E7). Change them in the shapes and charts, or apply your own theme.

Are the figures real?

No. They come from a fictional group and are marked as examples on every slide.

Does it work in Google Slides or Keynote?

Yes. Open the file in either program and check the charts after opening.

See your group in one picture

Thirty minutes, on a group shaped like yours.

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