The Board Deck Course · Free with your email
Build board presentations with Claude
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.
For anyone who closes a month in Excel and presents it to a board, a bank or a partner.
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 comes 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 goes to the board.
What is in the pack. A workbook skeleton with its tabs in board agenda order. A one page brand sheet, so the deck uses your colours. The brief to give Claude, ready to copy. The audit checklist that catches what Claude got wrong before your board sees it. And the finished example deck.
How long it takes. Your first run takes about two hours, most of it shaping the workbook and filling in the brand sheet once. By the third month it takes about thirty five minutes, because the workbook is in shape and the brief is saved.
What the course covers. It is done in one sitting.
- The order of operations
- The workbook is the product
- The brand sheet
- The brief
- The audit pass
- The monthly rhythm
The pack
What is in the pack.
| 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. |
| The Result | The board deck the sample produces. So you can see the finished deck 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.
Want help applying this to your own work? Book one to one training. It is R750 per hour, on your own work, and we agree the scope before the session.
Book your training.
Tell me which training you want, how many people and two dates that suit you. I will reply within one working day to confirm the date and the price.
fransua@kantonwest.com · +27 83 480 9301 · Cape Town
Fransua van der WesthuizenOwner & Principal