Present the dashboard to a steering committee

Mode: how-to. Run a steering committee straight from the Investment Health dashboard — no separate deck.

Tollgate’s signature move is that the dashboard is the deck. You keep the case file current through the month, then present from that same live record. There is no status pack to assemble the night before, and no separate artefact to keep in sync.

Before you start

• You are the PM or programme manager for the investment, with access to its Tollgate tab.
• You have kept the registers reasonably current (Work Packages, Risks, Decisions, Changes). The five-minute weekly review is enough.
• You are presenting on a projector or shared screen.

Present the investment

1. Open the project and select the Tollgate tab, then the Investment Health view. This is your landing dashboard: the RAG cards, Outcome and Adoption confidence, decisions needed, top risks, recent decisions, and the since last steerco ribbon.
2. Present it as it stands. Investment Health is built to hold up under projector light — typography, density, and hierarchy are the default state, not a polish layer. There is no mode to switch into: the surface you maintain through the month is the surface you present.
3. Walk the committee through the headline: overall RAG, the key message, and what has changed since they last looked.
4. When a member asks a follow-up, jump to the relevant register — Risks, Decisions, or Changes — against current data. You are one click away, so “I’ll have to come back to you on that” never happens.
5. For a curveball that isn’t on a register, open Ask Tollgate and put the question to the Rovo agent in the room. See Ask Tollgate for briefings and insights.
6. Log decisions in the moment on the Decisions tab, so the audit trail of what was decided and why is in place before the meeting ends.

Tip

Presenting from Investment Health records a steerco anchor. That anchor is what the since-last-steerco digest measures the next month’s changes against — so presenting keeps the “what’s changed” read accurate for free.

What this is not

There is no deck to assemble and no separate authoring surface. If the question is “how do I produce the deck?”, the answer is “open the dashboard.” You present the live case file exactly as it appears — that is the briefing.