The Board Deck Course · Free with your email
The month end file becomes the board deck.
This course teaches you to turn the monthly figures you already produce in Excel into a board ready presentation, using Claude, in about thirty five minutes a month once you are set up. You download the whole working pack: the step by step guide, the Excel templates, the exact instruction to give Claude, the sign off checklist, and a finished example presentation. By the end of one sitting you will have built one yourself, and be ready to present it.
If you close a month in Excel and present it to somebody, a board, a bank, a partner, or the mirror, this was built for you.
Who this is for
- Owners who present their own numbers to a board or a bank
- Financial managers and accountants who build the monthly pack
- Anyone who closes a month in Excel and has to stand behind it
How long it takes
- One sitting to take the course, rehearsal run included
- About two hours for your first own month, most of it shaping the workbook once
- About thirty five minutes a month from the third run
What this will teach you
- How to shape your workbook so the deck falls straight out of it
- How to brief Claude the way you would brief a capable colleague
- How to audit what comes back and sign it as your own
The outcome
See the outcome before you start
Two pages from the finished example deck in the pack. Built with Claude from the sample workbook, every figure traced to its cell, checked and signed before it ships.
Here is what you will hold at the end, and what each piece does for you. A workbook skeleton whose tabs read like a board agenda, so the deck falls out of your file instead of being wrestled from it. A one page brand sheet, so everything arrives in your colours rather than the AI's. The exact brief to give Claude, ready to copy, with the decisions already inside it. The audit pass that catches what the AI got wrong before your board does. And the finished example deck, so you hold the destination in your hands before you build your own.
And the honest arithmetic. Your first run takes about two hours, because you are shaping the workbook and filling the brand sheet once. By the third month the whole job settles at thirty five minutes: the file already lands in shape, the brief is saved, the audit pass is muscle memory. The deck stops being a project and becomes the last hour of your close, and the night before the board meeting goes back to being a night. That is automation done in the right order: the setup once, the judgment always yours.
One sitting, start to finish. Here is the road.
- The order of operationsPRINCIPLE
- The workbook is the productBUILD
- The brand sheetBUILD
- The briefRUN
- The audit passSIGN
- The monthly rhythmREPEAT
The pack
What this consists of
| In the pack | What it is |
|---|---|
| The Course Guide | The whole method, one sitting, as an A4 you can print. |
| The Workbook | The Meridian sample with every figure tying, and the empty skeleton waiting for your month. |
| The Brand Sheet | The page you fill in once, and the filled Meridian example. |
| The Brief | The instruction you give Claude, blank and filled for the sample run. |
| The Audit Pass | The checklist as one printable page, with a signature line, because someone signs. |
| The Result | The board deck the sample produces. The destination, held in the hand before you build yours. |
Meridian Foods (Pty) Ltd, the business running through the pack, is fictional. Every figure, name and event was invented for the course.
Free with your email
Get the course
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