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Yan Wang

1:1 finance consults, templates, and mini‑courses for clear, stress‑free books.

The "Anti-Micromanagement" Board Dashboard

The "Anti-Micromanagement" Board Dashboard

Stop letting your Treasurer audit your Uber receipts.

Most Executive Directors dread board meetings because they get grilled on small expenses. This happens because you are giving them too much data (the "Data Dump").

I built this Excel System to shield you from micromanagement and force the Board to focus on Strategy.

What is included in this Free Template:

  • The Traffic Light Dashboard: A 1-page view that stops questions before they start.

  • The Grant Protector: Instantly see which funds are Safe vs. Urgent so you never have to return unspent grant money.

  • The "Dave-Proof" Grouper: A specific line-item strategy to bundle small receipts so they stay out of the boardroom.

  • The Compliance Checklist: A monthly "Sleep at Night" safety check to ensure you never miss a T3010 or GST deadline.

Price: $0 (Free for a Limited Time)

Download Board Dashboard Template