Board pack: creating and printing

A board pack is a frozen snapshot of your Roadmap that you can share with your board through a private link.

What's included

Purpose, Vision, Values, your annual strategy, goals and key actions. Planning, goal notes, summaries and comments are not included.

Overall progress at a glance

Board packs you create now include an Overall progress at a glance page. It shows how many of the pack's goals and key actions were in each status when its snapshot was taken, with goals and key actions counted separately.

• Anything without a recognised status is shown as Other or not set.
• A key action at 0% may simply not have been updated.
• These are status counts, not measured results, scores or trends, and they don't compare people.

If goals or key actions weren't included in the pack, that part shows Not included in this pack. If neither was included, the page doesn't appear.

Board packs you've already created or shared aren't changed.

Goal references and KPIs in new packs

Board packs you create from now on label each goal with the same G- number you see on your Roadmap, so goals in the goals table and on key actions match.

They also show each goal's saved KPI (Metric, Quantity and Description) exactly as entered when the snapshot was taken. These are saved descriptions, not measured results. If a goal has no KPI saved, the pack says No KPI saved.

Board packs you've already created or shared aren't changed.

Create a board pack

1. On Roadmap, click Board Pack in the page header. Board packs aren't in the main navigation.
2. On the Board packs page, under New board pack, click Create draft.
3. In 1. Data snapshot, click Refresh data from Roadmap if your Roadmap has changed.
4. In 2. Overview and CEO note, write an overview, or click Draft with Ariki. Drafting uses Ariki credits. The overview can be up to 6000 characters, and the CEO note up to 3000. Click Save overview.
5. Tick the box to confirm you've reviewed the overview and note.
6. In 3. Publish, optionally enter a passcode of 6 or more characters, then click Publish board pack.

Share it

1. Under Recipients, click Create private link for each person.
2. Click Copy link or Open in email to send it yourself. LeaderKit doesn't email anyone for you.
3. If you set a passcode, share it separately. After 5 wrong passcode attempts, the link locks for 15 minutes.

To stop one person's access, click Revoke next to their link. New link gives them a fresh one. To stop all access, click Withdraw whole pack.

Move a board pack to Trash

Only the workspace licence holder can move a board pack to Trash or restore it.

1. Open the board pack.
2. Under Move to Trash, type the pack's name in Type the pack name and its frozen date in Type the frozen date, exactly as shown. Use the date shown on the pack, in the form day, full month and year (for example 9 November 2026).
3. Select Move this pack to Trash.

• Moving a pack to Trash turns off its shared links straight away. Recipients aren't emailed.
• The pack isn't erased, and it isn't removed automatically after a period of time. It stays in your board packs list marked Trashed.
• While a pack is in Trash, other people can't open its editor, and the separate print page is unavailable. You can still open it to restore it.

To restore it, open the pack and, under Restore, type its name and frozen date, then select Restore this pack. A restored pack goes back to draft (a withdrawn pack stays withdrawn), and its old links stay off.

After you restore a pack, its old links stay off and can't be reissued. Only the workspace licence holder can publish it again and create new recipient links. Publishing and creating a new link are separate steps. Restoring does not share the pack again.

Print it

If you own the board pack, open its editor and select Open print view under Preview. On the print page, select Print to open your browser’s print options. You don't need to publish the pack or create a recipient link first.

The print view uses the pack’s saved snapshot. Opening it doesn't refresh the snapshot, change statuses or create recipient links.

You can still print from an existing private link using Print in its top bar.

To print your goals for a board meeting, you can also use Print in Accountability, with or without comments.

Who can create board packs

Anyone with a valid licence or seat in the workspace.