Report · 2022-11-23
· 1289d
Presenting Operating Plans to Boards: A Two-Slide Framework for SaaS Companies
Dave Kellogg provides guidance on presenting annual operating plans to boards, emphasizing the importance of strategic context and a simplified two-slide approach. The framework focuses on ARR metrics and P&L presentation, with key emphasis on showing multi-year financial trajectories to prevent short-term gaming of metrics.
Metrics in this report
Board Seat Load - Independent Directors (Operating Role)
2boards
typical
Independent directors still in operating roles
Board Seat Load - Professional Independent Directors
3-5boards
typical
Professional independent directors
Board Seat Load - VC Board Members
8-10boards
typical
Venture capital board members
Expansion ARR as Percent of New ARR
10-40%%
typical range
SaaS companies with traditional land-and-expand model