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BOARD & FUNDER TEMPLATE

Quarterly Community Engagement Board Deck

A simple eight-slide structure that moves the conversation from “what we did” to “what happened because we did it.” Use it for trustees, grantmakers, executive teams, or city leadership.

Community engagement team reviewing outreach outcomes together
01
SLIDE 01

Executive Summary

What changed this quarter? Lead with three outcomes, not a list of activities.

02
SLIDE 02

Community Reach

Show neighborhoods or ZIP codes reached, participation, and gaps in coverage.

03
SLIDE 03

Partner Network Growth

Show new, active, strategic, dormant, and at-risk partners—and explain movement.

04
SLIDE 04

Outreach & Event Activity

Summarize events and field activity, then connect them to referrals and outcomes.

05
SLIDE 05

Referral Attribution

Show which partners, campaigns, or events generated referrals and where those referrals went.

06
SLIDE 06

Outcome & ROI

Include cost per referral or outcome, conversion rate, downstream outcomes, and qualitative context.

07
SLIDE 07

What We Learned

Name what worked, what did not, and what the data suggests should change.

08
SLIDE 08

Next-Quarter Priorities

List three to five actions, owners, target neighborhoods or partners, and success measures.

CONNECT THE DECK TO LIVE DATA

Stop rebuilding the board story every quarter.

Onward Nexus connects partner growth, outreach, geography, referrals, outcomes, and follow-up in one system so reporting becomes a view of the work—not a separate project.

See the reporting workflow