Skip to content
The Quarterly Tech Board Report: the first page of the report, on a yellow background

The Quarterly Tech Board Report

A two-page technology report your board can read in five minutes and act on: the decisions you need, the top risks, projects, spend against budget and the security basics.

Technical accuracy is worthless if the people who fund it can't make a decision with it.

Boards don't need to understand the technology. They need the business risk, the money, and a clear view of what you need them to decide. Most technology reports bury all three under detail, or make everything green until the quarter something goes wrong.

This workbook gives you a two-page quarterly report that leads with decisions and tells the truth.

What's in it

  • This Quarter: an overall status and a one-sentence headline, the decisions you need from the board with your recommendation, wins since last time, where you are with AI, and the eight security basics.
  • Risks: your technology risks in business terms, scored by impact and likelihood, with what you're doing about each. The five highest go on the report.
  • Projects: each project and the business outcome it's for, with budget, spend, progress and status. It flags spending that's running ahead of progress, and anything past due.
  • Spend: budget and actual by category, quarter by quarter. The report shows this quarter and the year to date, with anything more than 5% over budget picked out.
  • The Board Report: builds itself from the other tabs, ready to print or save as a PDF. Two pages, decisions first.
  • Presenting It: how to send it, how to say it ("Instead of… try…"), and what the board is there to do.

It comes filled in for a made-up company so you can see it working. Each quarter, save a copy and update it, and the board can see what's changed.

Who it's for

CIOs, IT leaders and anyone who reports on technology to a board, an owner or investors, along with the CEOs and CFOs who want a report they can actually use.

It builds on The Security Questions Every Executive Should Be Able to Answer, The "Later" Tax and The 45-Minute Tech Spend Checkup.

Need the plan the report tracks? The Technology Roadmap lays out the year's initiatives against your goals, budget and team, on one page.

It's a single Excel file. It also opens in Google Sheets and Apple Numbers.

Reviews

No reviews yet.