Instructions
How to prepare a board chairman coaching brief
Create a board, add member memory, choose the situation you want to prepare for, and generate a free snapshot or premium AI coaching brief.
What you need before starting
A board profile
Give the board a name, organization, purpose, chair context, operating cadence, and the current governance priorities that shape the conversation.
At least one active member
Add each board member's role, committee context, background, priorities, motivations, behavioral patterns, communication style, and interaction notes.
Step-by-step process
Open the app and sign in
Use Open app from the home page. If prompted, sign in to access the board workspace.
Create or select a board
Start a new board or select an existing board workspace. Each board keeps its own members, priorities, and chair context.
Build board-member profiles
Add members and fill in the memory fields that will help the app form a practical persona for each member.
Choose the coaching mode
Use reaction forecast for a proposal, opening guidance for how to introduce a topic, or closing guidance for alignment and next steps.
Describe the situation
Add the decision, proposed question, desired outcome, meeting context, and any recent dynamics the coaching should consider.
Generate the brief
Free users receive a basic chairman snapshot. Premium users receive the full AI coaching brief with member-by-member reactions and boardroom language.
Optional inputs that improve results
- Paste relevant biography notes, public background, committee history, prior decisions, or your own meeting notes into the member memory fields.
- Use current priorities to capture what each member appears to care about right now.
- Use risk posture and communication style to record whether the member tends to challenge details, protect reputation, move fast, preserve process, or seek consensus.
- Update member notes after meetings so future coaching reflects what you are learning over time.
Best practices
- Write profiles as practical observations, not labels or assumptions.
- Keep confidential or sensitive information out unless you have a clear reason to include it.
- Treat the AI personas as preparation aids and test their advice against your own judgment.
- Use the output to prepare better questions, not to force a predetermined answer.
- After each board interaction, add a short note about what changed, what surprised you, and what each member seemed to value.
Premium upgrade behavior
If you generate a free chairman snapshot and then upgrade, the app returns to the workspace and automatically regenerates the same board situation with the premium AI coaching output.