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PE-Backed Board Meeting + MPR Blending

In a PE-backed business, the Monthly Performance Review (MPR) and the board meeting often collapse into one. And that’s not always a bug — it can be a feature. 🧠📈


High-velocity operating environments don’t always have the luxury of layered governance. When you’re in turnaround mode or scaling fast, form follows function. The board dives into execution. The exec team moves with urgency. And the line between oversight and operations gets intentionally blurry. 🚨🏃‍♂️


But here’s the key: don’t mistake proximity for alignment.


When your board meeting is your MPR, the real work has to happen before the meeting. That means:
✅ Tight pre-reads with clear commentary
✅ Internal alignment across the leadership team
✅ No unresolved debates unfolding live in front of your investors


Why? Because when you're working things out on the fly in the boardroom, one of two things happens:
1️⃣ You look like you're not in control
2️⃣ The board starts operating your business


Both erode trust. And once that trust slips, the board fills the void. Suddenly you’ve got a governance body that’s running your Monday standup. ❌🔁


Here’s how I handle it:

  • Pre-wire decisions with key board members

  • Keep the actual meeting strategic, with space for debate and conclusions

  • Maintain a separate exec rhythm, even if it’s lighter, to protect team cohesion


Over time, if you build consistency, deliver on what you say, and keep surprises to a minimum, you earn trust. And trust is what gives you operating room. 💼🔐


The structure doesn’t matter as much as the intent.
You can blend governance and execution — just don’t let them trip over each other.


🎯📊🧭 #PrivateEquity #CFOlife #BoardMeetings #ExecutionMatters #Leadership #Governance #OperatingRhythm

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