Document Type

What are you building? Non-Executive Director / Board CV Executive Letter (resignation, pay-rise, promotion, offer negotiation) Executive LinkedIn Profile Business Plan Workplace Toast (retirement, work anniversary, farewell) Meeting Presentation

Your Details

Full name

Target Board Opportunity

Role targeted

Letter Details

Purpose Resignation letter Compensation review request Advancement / scope expansion request Offer negotiation Your current role / title Key facts and context

Career History

+ Add a role

Education

+ Add a degree

Additional

Existing board / advisory roles Professional memberships Awards & honors

Business Basics

Business name One-line concept

Problem and Solution

Problem Solution

Products and Services

Target Market

Competitors

+ Add a competitor Unique advantage

Marketing and Sales

Team

+ Add a team member Team gaps (optional)

Funding Request (optional)

Amount requested Use of funds

Financial Assumptions

Real figures only. Anything left blank will be noted as still needing your own numbers, never invented.

Price and variable cost (with fixed costs above) compute a real break-even figure automatically.

Major expense notes

Writer Notes

Your Relationship to the Honoree

Colleague Their manager Their direct report Family member Friend outside work Other

Occasion

Retirement Work anniversary Coworker farewell

The Honoree

What's next for them (optional)

Tone

Sentimentality Understated Warm Highly emotional

Memories & Stories

The toast is only as good as what's here. One memory or story per line.

More Detail (optional)

Inside jokes / specific details Topics to explicitly avoid

Presentation

Topic / title

Tone

Key Points & Notes

The presentation is only as good as what's here. Your own key points, facts, or research, one per line, never invented for you.

More Detail (optional)

Topics to explicitly avoid