people discuss about graphs and rates

FAQ-13: How to Convince Your Board

The 7-Slide Deck That Gets CFOs, COOs and CHROs to Say “YES” in Under 20 Minutes


Board Psychology 101

Directors sit through 60-page strategy packs — then vote with their gut in 90 seconds.
Our goal: make the gut say “yes” before slide 5.


The 7-Slide Sequence (Copy-Paste Ready)

Slide 1 – Pain in One Line

“We are losing 68 % of our staff every year — that is KES 26 million in replacement cost.”
(Large font, red number, client logo in background)

Slide 2 – Money on the Table

MetricTodayIndustry BenchmarkGap = Money
Exit rate68 %25 %KES 26 M
Internal fill-rate38 %65 %KES 1.2 M recruitment fee saved
eNPS-3+25TripAdvisor rating +0.8 = revenue KES 9 M
Total PrizeKES 36 M / year

Slide 3 – Solution in 25 Words

“WiseUP runs a 90-day, fixed-fee sprint: stay-interviews, career maps, fair-rules quiz — exits ↓ 20 % minimum or they work free.”

Slide 4 – Calendar & Time Commitment

WeekTaskMD Hours
030-min virtual0.5
1On-site workshop2
2-6Micro-checks0.5 / week
7-12Final review2
TOTAL8 hours across 90 days

CFO comment: “Less than one board meeting.”

Slide 5 – Money & Off-Ramp

  • Fee: KES 400 k flat
  • Pay 50 % to start, 50 % after metric hit
  • Miss the 20 % drop?extend free or cancel, no penalty

Slide 6 – Proof You Can Phone

  • Elgon Cafe: 68 % → 29 %
  • RV Dairy: eNPS +34
  • JIKO Smart Mfg: margin +9 pts

“Pick anyone — request to call them now.” (QR code links to reference Calendly)

Slide 7 – Decision Request

“Approve KES 400 k, 90-day sprint, start next week. Risk capped at KES 200 k; upside KES 36 M annual.”
Vote: ✅ Approve  ⏸ More info  ❌ Decline


Design Rules (Keep It Ugly, Keep It Fast)

  • White background – prints cheap
  • One font – Arial 24 pt minimum
  • One chart – simple bar, Excel default
  • Red for pain, green for money – no fancy gradients
  • Total slides – 7 (Boards hate deck creep)

Speaker Notes – Exact 7-Minute Script

  • Slide 1: “Good morning, in one line we are bleeding talent and cash.”
  • Slide 2: “Here is the size of the cheque we are leaving on the table.”
  • Slide 3: “This is the 25-word fix.”
  • Slide 4: “My time cost is 8 hours — less than a single strategy away-day.”
  • Slide 5: “I risk KES 200 k; I stand to gain KES 36 M every year.”
  • Slide 6: “Here are three phone numbers — call them now if you doubt me.”
  • Slide 7: “Please vote — Approve, More Info, or Decline.”

Stop talking. Wait for vote.


Real Board Minute (Copy-Paste)

“Resolved that the Company approves engagement of WiseUP Consulting for a 90-day People Sprint at a fee of KES 400,000, payment terms 50 % on commencement and 50 % on achievement of 20 % exit-rate reduction, with a 30-day mutual off-ramp clause.”

Elapsed time: 12 minutes (Java House board, March 2024)


Frequently Asked Board Questions – & One-Line Answers

Q: “What if staff lie in interviews?
A: “They speak off-site, no names — 93 % candid rate proven.”

Q: “Do we need new software?
A: “No — WhatsApp + Excel only.”

Q: “Will this disturb operations?
A: “Total MD time = 8 hours across 90 days.”

Q: “What if market crashes?
A: “30-day off-ramp — maximum exposure KES 200 k.”


Backup Slides (Only If “More Info” Wins)

  • Slide 8: Detailed Gantt chart
  • Slide 9: Data-protection compliance certificate
  • Slide 10: Professional indemnity policy summary

Hide themdon’t show unless asked.


Mobile Version – 3 Slides for WhatsApp

For CFOs stuck in traffic:

  1. Pain + Money screenshot
  2. Fee + Guarantee screenshot
  3. Approve / More / Decline buttons (poll)

Response rate: 87 % yes within 8 minutes.


Print-Ready One-Pager

Download PDF: wiseup.co.ke/board-deck

  • Two sides A4 – black & white friendly
  • Includes reference phone numbers

Bottom Line

Boards don’t buy consulting — they buy down-side protection and up-side upside.
Give them one red number, one green number, one guarantee, one off-ramp — then shut up and wait for the green tick.

Use the 7-slide deck aboveget your KES 400 k approved before coffee gets cold.


Next article: “Can We Pay in Instalments?” — the M-Pesa, cheque, and trade-finance menu that keeps cash-flow happy.**

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