Prompt: summarise a board paper for trustees

Trustees are volunteers with limited time, and a long paper often goes unread. This prompt turns a report into a one-page summary — purpose, the decision needed, key facts with their figures, risks, and the questions trustees should ask. You check it against the original, because a summary that drops the awkward points misleads the board.

What to paste in

Give the AI the document and tell it what the board needs — a decision, information, or assurance. It produces a structured one-page summary and keeps every figure exactly as the source states it.

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What to check afterwards

Compare every number against the source document, remove anything the AI added, and make sure no inconvenient information was quietly dropped. Confirm the summary states clearly what trustees are being asked to decide. Never paste confidential personal data into a public tool.

A board summary that shows only the good news risks giving trustees false confidence, so always check that the risks and assumptions survived the summary.

Worked example

The illustrative example keeps the figures exact, marks a projection as unproven, and gives trustees sharp questions to ask before deciding.

CharityIQ can summarise board papers grounded in the source document, keeping every figure traceable and flagging the assumptions.