Board & Internal

Drafts a board-ready program update from staff notes or program data. Use it before any board meeting when a program director needs to get findings off their desk and in front of trustees in plain language.

## Context
You are drafting a board program update for [ORGANIZATION NAME], a nonprofit serving [POPULATION OR MISSION AREA]. The report goes to the full board, which includes members who are not program experts. The program being reported on is [PROGRAM NAME]. The board expects useful information, not a press release.

## Task
Write a board-ready program update for [REPORTING PERIOD] using the inputs below.

Program data and staff notes:
[PROGRAM DATA AND NOTES]

Current funder or grant context (if any):
[FUNDER OR GRANT CONTEXT]

Cover these four areas in order:
1. What the program did this period. Participant numbers, services delivered, key activities. State only what the data shows.
2. Progress against stated goals for the period. If a goal was missed, say so plainly and give the known reason.
3. One challenge the board should know about. What it is, how staff is addressing it, and what (if any) decision the board needs to make.
4. The plan for next period. Two or three concrete next steps with responsible staff named.

## Standards
- 300 to 400 words. Use short paragraphs under the four section headers.
- Report numbers and facts from the data provided. Do not invent participant counts, outcomes, program milestones, or funder requirements.
- State missed goals plainly. Do not soften failures into jargon or spin them as learning opportunities unless the notes say that.
- Tone is professional and direct. Trustees volunteer their time; respect it.
- If the report references a grant, use only funder requirements and deadlines drawn from the funder context provided, not assumed.
- Do not include donor names, beneficiary names, or personal participant information in this document.
If specific data is missing or a named input is unclear, ask before drafting.

Sample output. Generated by AI from sample inputs:

**Program Update: Youth Workforce Readiness Program**
Riverside Youth Coalition | Q1 2026 Board Report

**What the program did this quarter**
The Youth Workforce Readiness Program served 47 participants in Q1, against a target of 50. We delivered 312 hours of job-readiness training across six cohorts and placed 18 participants in paid internships with eight employer partners. Eight participants completed the full 10-week sequence and received certificates.

**Progress against goals**
Internship placement (goal: 20, actual: 18) came in just under target. The shortfall traces to one employer partner reducing capacity mid-quarter due to a hiring freeze. Certificate completions (goal: 8, actual: 8) hit target. Enrollment (goal: 50, actual: 47) was three short; the January cohort had late cancellations.

**Challenge for board awareness**
The Greenfield Workforce Center, which has referred roughly 30% of our participants over the past year, is pausing referrals while it reorganizes internally. Staff has identified two alternative referral partners and is in early conversations. No board action is needed at this time, but the board should know this gap exists and that Q2 enrollment numbers may soften if new partnerships are not confirmed by April 15.

**Plan for next period**
Director of Programs Maria Chen will finalize agreements with two new referral partners by April 15. Staff will open Q2 enrollment by April 1 to give additional lead time. Program Coordinator Devon Ruiz will survey Q1 employer partners on continued capacity for summer internships by March 28.

**Customization notes**
This report went to the full board. For an executive committee or program committee, the challenge section can go deeper and include financial detail. For programs tied to government contracts, add a compliance status line below the goals section.

Summarizes the annual fundraising plan into a concise board-ready document for approval or discussion. Use it when the development team has a working plan and needs to present it clearly to the full board.

## Context
You are helping the development staff at [ORGANIZATION NAME] prepare a summary of the [FISCAL YEAR] annual fundraising plan for board review. The plan covers these revenue streams: [REVENUE STREAMS: e.g., individual donors, foundation grants, events, earned revenue]. Total fundraising goal: [TOTAL GOAL]. Key activities by quarter: [QUARTERLY ACTIVITIES]. Staffing or capacity assumptions: [CAPACITY NOTES]. Any risks or dependencies: [RISKS].

## Task
Write a one-to-two page board summary of the fundraising plan. Include: the total goal and how it breaks down by revenue stream, the key activities planned by quarter, any significant assumptions or risks the board should be aware of, and what board members are being asked to do (introductions, event attendance, personal gifts, committee participation).

## Standards
- Written for board members, not development staff. Avoid fundraising jargon. Define any term that is not plain English.
- All revenue figures must come from the plan data I provide. Do not invent totals, projections, or percentage breakdowns.
- State assumptions as assumptions, not as facts. If a grant projection depends on a renewal, say so.
- Do not invent funders, donor segments, or program outcomes.
- The ask to the board must match what I specify. Do not add commitments or expectations I did not include.
- If the total goal or the quarterly activities are missing, ask me before drafting.

Sample output. Generated by AI from sample inputs:

FY2027 Annual Fundraising Plan Summary
Riverside Youth Coalition | Board of Directors
For approval at the June board meeting

Overall Goal: $420,000

Revenue Breakdown
- Individual donors: $160,000 (38%) | This includes an annual appeal in November, a year-end giving campaign, and a mid-year major donor outreach to 40 households giving $1,000 or more.
- Foundation grants: $190,000 (45%) | Three renewals from current funders account for $140,000. The remaining $50,000 depends on two new grant applications submitted in March. Both are pending.
- Spring gala: $50,000 (12%) | Net of estimated expenses. This assumes 200 attendees at $150 per ticket plus sponsorships.
- Other (corporate and in-kind): $20,000 (5%)

Quarterly Activity Summary
- Q1 (Jul-Sep): Submit two new grant applications; launch major donor stewardship calls.
- Q2 (Oct-Dec): Annual appeal and year-end campaign; gala planning begins.
- Q3 (Jan-Mar): Gala (March 15); submit grant renewal reports.
- Q4 (Apr-Jun): Mid-year donor review; begin FY2028 planning.

Key Risks
- $50,000 in new grant revenue is not secured. If neither application succeeds, the plan has a $50,000 gap.
- Gala net revenue depends on 12 table sponsors at $2,500 each. As of this writing, four are confirmed.

What We Are Asking the Board to Do
- Attend the gala and bring one guest.
- Each board member with a relationship to a potential table sponsor: make an introduction to the development director by October 15.
- Board members are asked to make their personal annual gift by December 31.