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.

One sitting Every working file included A sign off checklist, because someone signs 35 minutes a month by the third run

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.

A slide from the example deck: the net income bridge from budget to actual, a labelled waterfall chart with a written read beside it — The net income bridge, budget to actual. Every bar carries its number, and the bridge ties exactly.

A slide from the example deck: receivables and DSO, an aging chart with the day count against target and the largest debtors listed — Receivables and DSO. The aging book, the day count against its target, the debtors named.

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

Rather run it live, in the room? The training day does exactly this at your offices, in your own live files, with your team. A conversation costs nothing.