Board-pack prep and intervention plan
Reads the client's board or leadership meeting pre-read and prepares where the advisor should speak, what risks to flag, and where to stay silent.
In / outBoard/leadership pre-read pack, advisor brief → annotated contribution plan (per-item talking points, risks to flag, silence cues)
You might say…
“Attending without a prep takes the seat but wastes the moment — I need to know my two moves before I walk in.”
What it does
Reads the client's pre-read pack for a board or leadership meeting and prepares where the advisor should contribute — the points worth making per item, the risks to flag, and where to stay silent. Used before attending a meeting the client convenes.
Trigger: Use before attending a meeting the client convenes, when you need to show up with prepared interventions rather than improvising.
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