Board Reporting Template

This template is filled with slide examples for the information-rich, easy-to-read reports your management and board crave. Save this template library and get a jumpstart on developing professional-looking presentations in the Workiva platform.
Template Contents
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Get inspiration for ways you can better tell your company's story and capture your board's attention.

Tired of creating slides from scratch? Make your next deck easier with these ready-to-use starter slides that Workiva users commonly share during their board presentations. Also included are best practices for using Workiva connected charts and narrative to visually represent company performance and to highlight your recommendations.

Key Features
  • Curated slides—including agenda, executive summary, and more
  • Tips and tricks for impactful presentations
Compatible Solutions
To use this item, your organization needs to have purchased one of the following solutions.
Annual & Interim Financial Reporting
Board Reporting
Management Reporting (CFO)
SEC Reporting
Support and Documentation
Last updated 07/12/2021 (Release Notes)

Frequently Asked Questions

The Board Reporting Slide Template is a representative example of how the Workiva platform is used to manage and prepare board reports. The click-through example can show you how you can manage the process of preparing your Board reports from data origination, to you analysis, and the creation of your end reports.

Yes, this template was designed to be a click-through example for your use immediately after download.

Fit for Purpose Solutions
Board Reporting Show the board of directors the big picture with connected data. Board Reporting
Management Reporting Mitigate risk by connecting data at the source to create an ecosystem of reliable, actionable reports, statements, and presentations. Management Reporting (CFO)