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Series A Board Meeting Template

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Use John Vrionis' (Co-Founder of Unusual Ventures) Series A Board Meeting Template to discuss the company's strategy and its main functional areas.

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4 Aug
10:30 - 11 AM
Series A Board Meeting
10:30 - 11 AM
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4 Aug
9:30 - 11 AM
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Series A Board Meeting
Today @ 10:30 - 11 AM
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Series A Board Meeting Template
By John Vrionis
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What’s inside this Series A Board Meeting Template:

1❓Questions

Discuss the ongoing board meeting questions.

  • Are we doing the right things? 
  • How is our progress against our plans? 
  • Is this still the right plan? 
  • How is the company doing? 
  • How is the market? 
  • What is the top one to two things on the mind that are keeping you up at night?

2🤝 Team

Discuss the current org chart and desired org chart.

  • What are the open positions you want to fill immediately?
  • Show your pipeline of candidates.
  • What are the other key hires you need to make in the next three to six months?
  • How is morale? Any attrition (wanted and unwanted)?

3🚦 Sales pipeline

Discuss the current deals in progress.

  • What stage are they in?
  • What is required to close? What is the use case?

4💻 Product/engineering

Present the product timeline (new features, new releases, etc.).

5🚀 Marketing

Review with the board the marketing plan.

  • Any updates on outbound activities?
  • How about the Demand Generation plan and targets?
  • What are your goals in terms of awareness?
  • How is your revenue creation engine working?

6💰 Finance

Discuss the 12-month operating plan, including monthly and quarterly targets.

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John Vrionis

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John Vrionis

John Vrionis is a Co-Founder and Partner at Unusual Ventures. A venture capitalist since 2006, he’s been an early investor in over a dozen billion dollar plus companies, including: Affirmed Networks, AppDynamics, Arctic Wolf Networks, Carta, Harness, Liftoff.io, Mulesoft, Nicira, Nimble Storage, Sourcegraph, and DataStax. Originally from Georgia, John attended Harvard where he studied economics, applied math and played soccer.

  • John Gleeson
    John Gleeson
    VP of Customer Success, Motive

    “I've never seen an app spread so quickly. Within a few weeks, there were hundreds of people using Fellow to follow up on the action items that inevitably come out of every meeting. It's been a game-changer for our team.”

  • Sabrina Leblanc
    Sabrina Leblanc
    Director of Sales, SurveyMonkey

    “Fellow has increased my productivity and has resulted in more collaborative 1:1s & team meetings. My team loves capturing their own agenda items. Getting prompted to add talking points is super handy when jumping from one meeting to the next.”

  • Liam Martin
    Liam Martin
    Co-founder, Time Doctor

    “Fellow has completely changed the way we manage meetings at Time Doctor. With 100+ people in 32 different countries, Fellow was one of the tools that took our remote meetings from confusion to clarity.”

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