I am increasingly having to present to our board and it’s not always the best experience. Do you have any advice on how best to approach a company board that is not technical at all?

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Chief Cloud Officer in Software6 years ago
My board experience has primarily been with board members that are not technical. The approach I take is to "translate" technical bits into business impact information. It seems many non-technical board members care most about how to improve the business, not what is driving the improvement.As an example, if I am requesting approval for a workload migration to public cloud (AWS/Azure) I keep all the technicalities out of the presentation and focus on business impact. Ie. Increases in revenue opportunity, cost savings, safety/security, positive impact to existing and future clients, and positive impact to internal departments such as Sales, and Finance.I always include a business level discussion about compliance, risk management, and security as this seems to be top of mind.In summary, skip all the technical details, translate into business benefits. After all, if there were not any business benefits, should you be doing it? This takes a significant amount of thought and planning and if done, you as an IT leader will reap the benefits of a better board relationship, more "approvals" to proceed with projects, and the opportunity to grow your professional skills. It does work!
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Chief Information Officer in Software2 years ago

That pretty much sums up how you should generally approach it. Very good summation.

I, like you, have found that most business people and board members do not care about the technical details; -- they want to know how what you are proposing will positively or negatively affect overall business and operations, as well as limit and address  P&L and mitigate potential pitfalls and risks.

As an aside, I have found that an effective way to handle  technical questions or subjects that may arise, is by using illustrations, anecdotes  and practical everyday examples in order to make the complex simple and digestible. By utilizing these communication vehicles, you can help provide a common level of understanding through common use, experience, and exposure.

For instance, most people have no idea about binary constructs, but they can envision using a light switch being turned on and off in rapid successions to send a short message. Most have no idea how a network functions, but they can imagine how a junction box with fuses, connected wiring and outlets work in a home. 

However, a word of caution. Be careful not to overuse illustrations and anecdotes. Using them correctly, can open the windows of the mind.  However, overuse can wind up monopolizing the majority of the conversation or give the impression you are attempting to be evasive, condescending, or non-committal. Think of them like baking a cake; -- too much sugar or too much salt makes for a bad cake. However, using the right amount of ingredients makes the taste buds appreciate the effort.

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VP Sales Developmenta year ago

Completely agree on every day examples, anecdotes, stories.

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EVP Operations & Technology in Services (non-Government)6 years ago
The approach you've taken makes sense. I have found you only bring up technical aspects along with risk management items in an Audit committee session if asked, otherwise it has to be short and precise and focused on business benefit.
2 2 Replies
EVP Operations & Technology in Services (non-Government)6 years ago

I meant Brian Hiatt's approach makes sense and something I follow..

Chief Cloud Officer in Software6 years ago

Farid, Short and Concise is required to keep the attention. Good call out.

CIO in Transportation6 years ago
I read a recommended book a long time ago called the Pyramid Principle. Not only did it help me remove the technology speak it focus quickly on the outcomes working backwards through the details only if required.Good luck
7 2 Replies
CHROa year ago

Pyramid principle, aka The Minto Method,  is great for simplifying presentations to boards/groups.  Barbara Minto has a class and several materials to help as it is a philosophical difference from how we typically deliver presentations.  https://www.barbaraminto.com/

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Global Chief Cybersecurity Strategist & CISO in Healthcare and Biotecha year ago

I hadn't heard of that book before - thanks. It's now on my reading list.

CTO in Travel and Hospitality6 years ago
I am CTO & co-founder of Bookingjini, rest of my co-founders are from sales background, so my approaches is same as @Brian Hiatt. I always try to convince them through the revenue & business benefits. So you should try this approach to get approval.
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CIO and SVP of IT at NRECA in Healthcare and Biotech6 years ago
First and foremost, the board is responsible for driving shareholder value. Consequently, the intricacies and complexity of technology, in most cases, eludes them. For the most part they are users of packaged technology (i.e. email, on-line banking, smart phone apps, etc). Consequently, I try to relate complex technology to their everyday experiences. For example, I was attempting to describe a synchronous architecture to a asynchronous architecture. The example I used was an orchestra. Listening to a synchronous orchestra was like listening to each instrument play their part one at a time; one finishes the next begins until the piece is played. An asynchronous orchestra is like listening to all the instruments at the same time; the instruments are blended together until the piece is done; which is alot faster and less boring. The board instantly understood the complexity of what we were doing and why were doing it. The same applies to information security. Boards are keenly interested in following security because of the reputational harm it can have to a company when "bad stuff" happens. When talking about how data is protected,I talked about concentric circles of technology that detect or stop intrusions from occurring. At the center I always put the company's logo. The point that I drive home is one of defense in depth. So the long and short of it is that you have to know your audience and explain technology to them in a way that they use technology in their everyday life.
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