In this article, I’d like to take a look at the many documents that we have to read online – be it on a laptop, tablet, or phone – in preparation for a board meeting. Many people still tend to print out documents on paper to read them because it’s easier to skim through in that format.
Do we do that because the documents that we receive aren’t written with the reader in mind or the medium on which they will be read? Throughout my working life, I have been involved in writing many proposals which, almost without exception, started with an "Executive Summary" before delving into details at length. The "Executive Summary" captured the essence of the proposal by highlighting major points.
So if we focus on board briefing papers in board packs, why don’t we create them using a similar approach?
I did some research and came across a method called the “Inverted Pyramid” (A comprehensive description is given here.) It is a story structure used in journalism where the most important information – or what can be considered the conclusion – is presented first. In an inverted pyramid, the widest section contains all the "need-to-know" information, while the narrowest portion of the pyramid holds the "nice-to-know" details. I will leave you to read the full article but have extracted one section:
“The inverted pyramid is perfectly suited for the web - on any screen size. We know that users don’t read carefully online. They have little patience for content that doesn’t engage them. Users scroll, but only when they think that the content they want or need will appear on that page. The Inverted Pyramid style addresses all of these aspects of user behaviour.
Using the Inverted Pyramid style can:
Doesn’t this perfectly capture what we need to be doing with documents in board packs? What’s important, in my opinion, is not that all board meeting participants read every document front to back, but that they have the relevant information to make informed and constructive contributions to the meeting.
This article on using the Inverted Pyramid for business writing gives us more encouragement to adopt this or a similar approach for effective communication.
It might be time that we put more effort into structuring our board packs with the mobile worker in mind so that board members attend meetings properly briefed and informed rather than trying to skim-read documents during the meeting.
The bottom line for writing an effective board paper is to think like a director. As the author, you need to put yourself in the shoes of a director and ask what you would want in a board paper to aid your decision making. Most directors are busy people. Although many will require attachments that will allow them to drill into the details, directors generally prefer board packs to be clear, concise and easy to read.
It is the duty of directors to act in the best interest of the organisation and, in most cases, they will be looking for a low-risk approach to their decision making. Accordingly, board proposals and reports often need be laid out in a manner that is incremental, planned, rational, and with key deliverables or milestones defined.
As Mark Twain once famously said, “I apologize for such a long letter – I didn't have time to write a short one.” Writing in the Inverted Pyramid style may take a little longer but the benefits of a well informed and contributing board are worth the effort.