Does your forecast pass board scrutiny?
The 12-Point Checklist for a Board-Ready Forecast
Boards can tell in 90 seconds whether your forecast is defensible or just well-formatted guesswork.
This checklist shows you exactly what they look for—and how to fix gaps before the meeting.
you will learn:
- The 3 questions boards ask about every assumption
- Why "conservative case" isn't just base case revenue cut by 20%
- The 4 connections that make runway transparent
Each checklist item includes:
- Clear definition
- Why it matters
- How to fix it before your next board meeting
A scoring guide is also included:
0–4 items met
- High risk
- Forecast is likely fragile
5–8 items met
- Moderate risk
- Key gaps may reduce confidence
9–12 items met
- Board-ready
- Forecast is defensible
[Haris] brought the clarity and structure we needed to truly understand and manage our financial picture, while doing so with an experienced, collaborative, and strategic approach.”
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About Haris
For over a decade, Haris Domond has led FP&A and strategic finance work inside fast-growing organizations and advised founders on corporate leaders facing high-stakes decisions around pricing, hiring, and runway. Learn more about his advisory work here.