Engagement
Executive Board Pack Design
A complete visual and narrative pack your directors can finish before the meeting starts.
Who it is for
CFOs, financial controllers, and company secretaries in Hong Kong listed and private groups who present to boards every month or quarter.
What you leave with
A repeatable board pack template and first live edition that fits your board calendar, with clear KPI hierarchies, commentary prompts, and print-ready layouts.
Included
- Discovery of current board materials, KPI definitions, and meeting rhythm
- Scorecard architecture for group, division, and committee views
- Narrative page templates for variance, risks, and decisions required
- Design of charts, tables, and cover sheets suited to print and projector
- Two revision rounds on the first live pack with your finance lead
Not included
- Ongoing data entry into your ledgers or consolidation systems
- Statutory audit opinions or company-secretary filings
- Unlimited redesign after the engagement closes
How we work
- Kick-off briefing with your finance and company-secretary contacts
- Inventory of existing packs, chart libraries, and pain points
- Draft pack structure and sample pages for one prior period
- Live-pack build for the next board cycle with commentary coaching
- Handover of templates and a short usage guide for your team
Provider
Senior board-reporting designers at Toolkitcorner, working from Kwun Tong with on-site sessions in Hong Kong Island and Kowloon on request.
Preparation
Share two recent board packs, the KPI dictionary if you have one, and the next three board dates.
Constraints
We work from your approved figures; we do not invent numbers or override management commentary without your sign-off.