Board-Narrative Contract
The deterministic what-changed-and-why contract the board-narrative drafter must fill, so the story can never hand-wave a material move.
Overview
Board-Narrative Contract is the structured layer under the board narrative. Before a word of prose is written, it computes what actually changed period over period and which moves are large enough that the board will ask about them. The narrative drafter, an opus skill, then writes the story, but it must address every item this contract flags, so the explanation is always grounded in the numbers rather than a comfortable summary.
Deltas, direction, and favorability
For each board-grade metric, ARR, new and expansion and churned ARR, pipeline, win rate, NRR, CAC payback, it computes the change, the percent change, and the direction, and marks whether the move is favorable (for churn and CAC payback, down is good). A metric with no prior period reads as new, not as a percent change from zero, so the contract never manufactures a misleading number.
Material moves and the ARR bridge
Each metric has a materiality threshold; a move at or above it is flagged as must-explain, and those are the items the drafter cannot skip. When new, expansion, and churned ARR are all present, the contract builds the ARR bridge, new plus expansion minus churn, that must reconcile to the ARR change, so the headline number is always decomposed into its drivers.
Facts only, deterministic
The contract states magnitudes and directions from the numbers; it never fabricates a cause, that is the drafter's job, grounded in these facts. It is deterministic, so the same two periods always produce the same contract, and the board can trust that nothing material was quietly left out.