Board Pack with Receipts
Every board sentence carries a receipt; last quarter's promises come back stamped.
The job
Replaces the 40-page quarterly board CX paper, hand-built from screenshots of reporting tools, with a print-ready live paper where every claim links to customers' own words and last quarter's promises come back checked.
The moment
The quarterly board paper arrives print-ready, and every claim in it links through to what customers actually said.
A board director circles a number and asks, "Says who?" The CCO taps the footnote marker, and 214 customer comments open on the boardroom screen.
Two pages earlier, the cover page tracking last quarter's promises had already marked one of management's own promises as broken, before anyone asked.
What it does
- Prepare the quarter's figures
- Register a promise with its test
- Sign off the paper
- Create and send the PDF
- Open evidence
What you see
A4 board paper with a Promise Ledger cover, footnoted pages and a Receipts page; leaves as a PDF with printed evidence and QR footnotes
What it moves
The share of management's CX promises to the board confirmed as kept against a test set in advance, and the analyst days spent building the quarterly board paper.
Built for
- Executives & leadership
- CX leaders & VoC
