StartConsole for Board Members
How board members access portfolio reporting in StartConsole.
Board members typically receive portfolio information via the executive briefing export — a presentation-ready PDF generated from StartConsole by the PMO or strategy team — rather than accessing the application directly. This ensures board members see a curated, governance-appropriate view without navigating the operational system.
The executive briefing PDF
The executive briefing PDF is generated from StartConsole and sent to board members as a pre-read before board meetings. It contains:
- Executive summary — a plain-language overview of portfolio health, key movements since the last report, and the headline health score
- Initiative list — all active initiatives with RAG status, owner, pillar, and current phase
- OKR progress — key result actuals against targets, showing which strategic objectives are on track and which are behind
- Signals summary — active flags grouped by category and severity, with recommended actions
- Budget overview — consolidated allocated vs actual spend across the portfolio
The PDF is formatted for board presentation. It does not include internal notes, operational metadata, or raw system data.
If you have direct access to StartConsole
Some board members are given direct access to StartConsole with the Viewer role. Viewer access is read-only — you can see portfolio data but cannot create, edit, or delete anything. Viewer roles do not consume your team's paid seat limit — invite read-only stakeholders at no additional cost.
As a Viewer, the pages available to you are:
- Dashboard — portfolio health score and summary
- Portfolio — all active initiatives with RAG status and signal counts
- OKRs — full OKR tree with progress tracking
- Decisions — the log of decisions made in governance forums
You will not see configuration settings, signal settings, or any billing or admin areas.
Reading the health score in your briefing
The health score in the executive briefing reflects the portfolio's overall condition at the time the report was generated. A change in the score between briefings is the most important number to note — improvement means conditions are being resolved, decline means new or unresolved issues are accumulating. The signals summary in the briefing explains what is driving the current score.