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Don’t Drown Your Board in Data—Do This Instead

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Manage episode 499538989 series 3577785
Content provided by Keith Greer, CFRE, Keith Greer, and CFRE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Keith Greer, CFRE, Keith Greer, and CFRE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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Every nonprofit leader knows the struggle: that moment when your calendar reminder pops up – "Board packet due tonight." You export columns of numbers from your CRM, spend hours wrestling with spreadsheets, triple-checking figures, and aligning columns. All this effort, only to watch board members' eyes glaze over two pages into your meticulously crafted report.
What if there's a better way? A method that transforms dense data into clear, compelling narratives that your board not only understands but champions? This episode unveils how AI tools like ChatGPT can become your secret weapon for creating board reports that drive action instead of inducing sleep.
The key insight is deceptively simple: boards fund and support what they understand. When your reports drown decision-makers in raw numbers, strategic conversations stall and opportunities fade. But when you translate those same metrics into concise, mission-focused stories, your board becomes energized, engaged, and eager to help.
Learn the practical "Summarize, then Style" workflow that transforms CRM exports into board-ready narratives in minutes rather than hours. Discover how two simple prompts can extract clarity from complexity without sacrificing essential information or your organization's unique voice. Most importantly, free yourself from the belief that your value is measured by hours spent crafting reports, rather than by how effectively you communicate what matters.
Ready to reclaim your evenings, energize your board, and refocus on relationship-building? Try the simple workflow shared in this episode today, and experience the power of clarity-first communication. Your board – and your sanity – will thank you.

Support the show

  continue reading

Chapters

1. The Board Report Problem (00:00:00)

2. Data Dumps vs. Data-Driven Stories (00:02:45)

3. Transforming Metrics into Compelling Narratives (00:05:33)

4. The Summarize-Then-Style Workflow (00:08:15)

5. Redefining Diligence in Reporting (00:12:28)

6. Final Challenge and Next Episode Preview (00:16:49)

40 episodes

Artwork
iconShare
 
Manage episode 499538989 series 3577785
Content provided by Keith Greer, CFRE, Keith Greer, and CFRE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Keith Greer, CFRE, Keith Greer, and CFRE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Send us a text

Every nonprofit leader knows the struggle: that moment when your calendar reminder pops up – "Board packet due tonight." You export columns of numbers from your CRM, spend hours wrestling with spreadsheets, triple-checking figures, and aligning columns. All this effort, only to watch board members' eyes glaze over two pages into your meticulously crafted report.
What if there's a better way? A method that transforms dense data into clear, compelling narratives that your board not only understands but champions? This episode unveils how AI tools like ChatGPT can become your secret weapon for creating board reports that drive action instead of inducing sleep.
The key insight is deceptively simple: boards fund and support what they understand. When your reports drown decision-makers in raw numbers, strategic conversations stall and opportunities fade. But when you translate those same metrics into concise, mission-focused stories, your board becomes energized, engaged, and eager to help.
Learn the practical "Summarize, then Style" workflow that transforms CRM exports into board-ready narratives in minutes rather than hours. Discover how two simple prompts can extract clarity from complexity without sacrificing essential information or your organization's unique voice. Most importantly, free yourself from the belief that your value is measured by hours spent crafting reports, rather than by how effectively you communicate what matters.
Ready to reclaim your evenings, energize your board, and refocus on relationship-building? Try the simple workflow shared in this episode today, and experience the power of clarity-first communication. Your board – and your sanity – will thank you.

Support the show

  continue reading

Chapters

1. The Board Report Problem (00:00:00)

2. Data Dumps vs. Data-Driven Stories (00:02:45)

3. Transforming Metrics into Compelling Narratives (00:05:33)

4. The Summarize-Then-Style Workflow (00:08:15)

5. Redefining Diligence in Reporting (00:12:28)

6. Final Challenge and Next Episode Preview (00:16:49)

40 episodes

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