Business & Strategy · A parts distributor's Q4 board deck and one page KPI summary, with the Toledo margin slip traced to its cause
Meridian Industrial Supply Q4 Board Package
A board deck and one page KPI summary for a parts distributor, tracing one warehouse's margin slip to its cause.
What they asked for
“Hey Laura, our margin slipped at the Toledo warehouse.”
Read the full request
Hey Laura, our Q4 board meeting is in January. Work from last quarter's board deck, the Q4 P&L and balance sheet by warehouse (three Midwest warehouses, one of them Toledo, with Toledo's margin slipping), and my notes. We're an industrial parts distributor, 130 people, three warehouses in the Midwest, with a private equity minority investor on the board. Build the board deck in last quarter's format, a one-page KPI summary, and draft the CEO narrative: what went well, what didn't, and what I'm asking the board for. Our margin slipped at the Toledo warehouse. Find out why from the numbers and say it plainly. Don't dress it up.
What came back
A 22 slide board deck and one page KPI summary.
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