Board AI Update Template

Keep your board informed with a professional quarterly briefing. Includes executive dashboard, AI portfolio status, key metrics, risk summary, regulatory updates, and decision items. Board-ready format.

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Key Insights

Not every Board interaction is a presentation—sometimes Boards receive written updates between meetings, or prefer documented reports for corporate records. A written Board update requires different structure than a presentation: more detail where needed, but still executive-focused and scannable.

This template provides a structured format for quarterly AI governance written reports. It covers the same topics as the presentation deck in a format appropriate for distribution, review ahead of meetings, and corporate archive retention.

Overview

Board reporting often includes written materials: pre-read documents distributed before meetings, formal reports for corporate records, or updates when full Board presentations aren't scheduled. These written reports need to be comprehensive enough for standalone reading but scannable enough for busy directors.

This template provides a professional structure for quarterly AI governance written reports. It complements the presentation deck—covering the same topics in a format optimized for reading rather than presenting.

What's Inside

Executive Summary

Overall status with visual indicators (On Track/Needs Attention/At Risk)
Risk posture indicator (Low/Medium/High)
Compliance status indicator
Quarter highlights (accomplishments and watch items)

AI Portfolio Overview

System inventory table (system, status, risk level, users, last review)
Total counts by status and stage

Key Metrics

Quarter-over-quarter comparison table
Metrics: incidents, compliance rate, training completion, vendor assessments, ethics reviews
Trend indicators (improving/stable/declining)

Risk & Compliance Update

Top AI risks table (risk, severity, mitigation status, owner)
Regulatory landscape developments
Key regulatory changes this quarter

Strategic Initiatives

Initiative progress table (initiative, target date, status, progress)
On track/at risk/complete indicators

Budget & Resources

Budget vs. spend table by category
Variance analysis

Items for Board Discussion

Action items with requested action type (approve/discuss)
Clear articulation of what's needed

Next Quarter Outlook

Key focus areas preview

Appendix

List of supporting materials available upon request

Who This Is For

Chief AI Officers preparing Board materials
Board Secretaries coordinating written updates
Governance Teams drafting Board reports
Executive Assistants formatting Board materials
Legal/Compliance reviewing Board documentation

Why This Resource

Written Board reports require different optimization than presentations. This template provides scannable structure (tables, indicators) while enabling detail where needed. The format works for pre-meeting distribution, meeting materials, and corporate archives.

Consistent format across quarters enables Board members to find information quickly and track changes over time.

FAQ

Q: When should we use this vs. the presentation deck?

A: Use both together: the presentation deck for live Board meetings, the written report as pre-read material and formal record. Some organizations use the written report for quarterly updates between scheduled presentations.

Q: How detailed should written reports be?

A: More detailed than presentation slides, but still executive-focused. Include enough detail for standalone comprehension, but move technical details to appendix materials available upon request.

Q: What about Board committee vs. full Board reporting?

A: The template works for both. Risk committees may want expanded Risk & Compliance sections; Audit committees may focus on compliance and controls. Customize emphasis based on audience.