Scenario workflow
PDF for Board Meeting Pack
Use this when executive teams need one readable board packet for discussion and handoff.
Target: Discussion-ready board packetTypical time: 6-10 minMain risk: Reference mismatch
Workflow steps
- Reorder deck and appendix sections
Keep the meeting storyline consistent for board review.
- Add page references for discussion
Help directors reference exact pages during the meeting.
- Merge final board packet
Deliver one clean file for screen and print handoff.
Board review checklist
- Executive summary appears before detailed appendix pages.
- Page numbering is continuous across all merged sections.
- Final packet is readable on both screen and print.
Rescue tips
- Discussion references do not match page order · Reorder first, then regenerate page numbers before final merge.
- Appendix pages dominate the front of packet · Split appendix into separate section and place after key decisions.
- Print handout is hard to read · Run N-up or booklet layout only after final board packet is confirmed.