---
name: Board Meeting Prep for CEOs beginner
description: "From manual board prep to automated, structured outlines with clear decision framing."
velocity:
  skillId: skl_marketing_handout
  activityCode: ACT-000104
  activityName: Board Meeting Prep for CEOs beginner
  version: 1
---

# Board Meeting Prep for CEOs
Automate the creation of structured board meeting outlines with clear decision framing using Cowork.

## When to use this skill
Use this skill when preparing for board meetings to ensure all necessary information is structured efficiently. This is ideal for CEOs looking to streamline meeting preparation and focus on clear decision-making.

## Instructions

1. **Set up Required Connections**
   - Ensure the Cowork platform is properly connected with the necessary API credentials.

2. **Create a Workflow for Meeting Preparation**
   - Use the `automate routine tasks` capability to establish a workflow that gathers relevant information for the board meeting.

3. **Define Key Agenda Points**
   - Identify and list important decision-making topics and other agenda items within the Cowork system.

4. **Gather Relevant Data**
   - Use the `manage projects` capability to collect data on ongoing initiatives, performance metrics, and other relevant materials.

5. **Facilitate Communication and Input**
   - Employ the `facilitate team communication` feature to gather input from key stakeholders and to automate summaries of this input for board review.

6. **Organize the Information**
   - Format the collected information into a structured outline that highlights key decisions, using the Cowork platform to ensure clarity and coherence.

7. **Review and Adjust**
   - Finalize the board meeting outline and make any necessary adjustments. Ensure all key areas are covered comprehensively.

## Example

**User Input**: "Prepare a board meeting outline focusing on the quarterly financial review and strategic initiatives."

**Response**: The agent creates a structured outline summarizing financial performance, strategic initiative updates, and decision points, using information from the Cowork platform to streamline the meeting preparation.

## Working folder

Save what you produce into the learner's **Velocity Work** folder for this activity — Velocity sets one up named "Board Meeting Prep for CEOs beginner" inside their Velocity Work folder (by default `~/Documents/Velocity Work/Board Meeting Prep for CEOs beginner`). Read their own input files from the folder they connected to this chat. If that folder looks empty, or you're unsure which one to use, ask the learner to confirm or connect the Velocity Work folder for this activity before you write — so their work lands where Velocity (and any runs they schedule later) can find it.

## Recording the invocation

When you start this skill, call the **velocity-receipts** MCP server's `record_invocation` tool with this skill's `skillId` (`skl_marketing_handout`, from the frontmatter above — not the slug) and your starting context. When you finish, call `complete_invocation` with the invocation id, a one-line summary of what you accomplished, and a **dataContext**: pass `metadata: { dataContext: "real" }` when you worked on the learner's OWN data (their Velocity Work folder for this activity) — that records real Value Impact — or `metadata: { dataContext: "practice" }` when you worked on the provided practice data, which is logged as practice and kept out of their Value Impact total. If you're unsure, ask the learner which they used. The MCP server writes a SkillReceipt that compounds into your Value Impact total — no manual recording needed.

---
*Velocity skill · ACT-000104 · v1*