FINDINGS & RECOMMENDATIONS · [CLIENT]

[COMPANY NAME]

[ONE-LINE POSITIONING — "We [verb] [thing] for [audience]."]

[Field 1][Value]

[Field 2][Value]

[Field 3][Value]

[Field 4][Value]

[YOUR LOGO]

02 / 20

Executive summary

[The 3-5 things the client must take away.]

[Each item is a finding + a recommendation.]

01

[ITEM 1 HEADLINE]

[One-sentence body — keep it specific and scannable.]

02

[ITEM 2 HEADLINE]

[One-sentence body — keep it specific and scannable.]

03

[ITEM 3 HEADLINE]

[One-sentence body — keep it specific and scannable.]

04

[ITEM 4 HEADLINE]

[One-sentence body — keep it specific and scannable.]

05

[ITEM 5 HEADLINE]

[One-sentence body — keep it specific and scannable.]

[YOUR LOGO]

03 / 20

Situation · context

[Where the client is today — agreed-upon facts.]

[Use the client's own framing where possible.]

01

[CARD 1 HEADLINE]

[Two-sentence body explaining the point. Be specific — name the user, the pain, the cost.]

02

[CARD 2 HEADLINE]

[Two-sentence body explaining the point. Be specific — name the user, the pain, the cost.]

03

[CARD 3 HEADLINE]

[Two-sentence body explaining the point. Be specific — name the user, the pain, the cost.]

[YOUR LOGO]

04 / 20

Key questions answered

[The questions this engagement set out to answer.]

[State each, then point to which finding answers it.]

01

[ITEM 1 HEADLINE]

[One-sentence body — keep it specific and scannable.]

02

[ITEM 2 HEADLINE]

[One-sentence body — keep it specific and scannable.]

03

[ITEM 3 HEADLINE]

[One-sentence body — keep it specific and scannable.]

04

[ITEM 4 HEADLINE]

[One-sentence body — keep it specific and scannable.]

[YOUR LOGO]

05 / 20

Approach · methodology

[How we did the work.]

[Interviews, data, benchmarks, models.]

M1

[MILESTONE 1]

[Specific deliverable + date or quarter.]

M2

[MILESTONE 2]

[Specific deliverable + date or quarter.]

M3

[MILESTONE 3]

[Specific deliverable + date or quarter.]

M4

[MILESTONE 4]

[Specific deliverable + date or quarter.]

[YOUR LOGO]

06 / 20

Finding 01

[THE FINDING — stated as a single sentence.]

[Data → observation → interpretation. Each card a layer.]

01

[CARD 1 HEADLINE]

[Two-sentence body explaining the point. Be specific — name the user, the pain, the cost.]

02

[CARD 2 HEADLINE]

[Two-sentence body explaining the point. Be specific — name the user, the pain, the cost.]

03

[CARD 3 HEADLINE]

[Two-sentence body explaining the point. Be specific — name the user, the pain, the cost.]

[YOUR LOGO]

07 / 20

Finding 02

[THE FINDING — backed by the chart.]

[Title is the takeaway, not the topic.]

[VALUE]

[VALUE]

[VALUE]

[VALUE]

[VALUE]

[Source: e.g. internal data, prior quarter, or third-party report.]

[YOUR LOGO]

08 / 20

Finding 03

[THE FINDING — comparison-driven.]

[State the two sides being compared.]

[SIDE A]

• [Point 1 — concrete and specific.]
• [Point 2.]
• [Point 3.]
• [Point 4.]

[SIDE B]

• [Point 1.]
• [Point 2.]
• [Point 3.]
• [Point 4.]

[YOUR LOGO]

09 / 20

Finding 04

[THE FINDING — driven by the metrics.]

[Each KPI footnoted with source.]

[METRIC 1][VALUE][+/− vs. prior]

[METRIC 2][VALUE][+/− vs. prior]

[METRIC 3][VALUE][+/− vs. prior]

[METRIC 4][VALUE][+/− vs. prior]

[YOUR LOGO]

10 / 20

Finding 05

“

[A revealing quote from a stakeholder interview.]

— [Name, Role, Org]

[YOUR LOGO]

11 / 20

Recommendation 01 · MUST DO

[THE RECOMMENDATION — verb first, specific.]

[Tag each recommendation: MUST DO / SHOULD DO / CONSIDER.]

01

[CARD 1 HEADLINE]

[Two-sentence body explaining the point. Be specific — name the user, the pain, the cost.]

02

[CARD 2 HEADLINE]

[Two-sentence body explaining the point. Be specific — name the user, the pain, the cost.]

03

[CARD 3 HEADLINE]

[Two-sentence body explaining the point. Be specific — name the user, the pain, the cost.]

[YOUR LOGO]

12 / 20

Recommendation 02 · MUST DO

[THE RECOMMENDATION — verb first, specific.]

[Quantify the upside if possible.]

01

[CARD 1 HEADLINE]

[Two-sentence body explaining the point. Be specific — name the user, the pain, the cost.]

02

[CARD 2 HEADLINE]

[Two-sentence body explaining the point. Be specific — name the user, the pain, the cost.]

03

[CARD 3 HEADLINE]

[Two-sentence body explaining the point. Be specific — name the user, the pain, the cost.]

[YOUR LOGO]

13 / 20

Recommendation 03 · SHOULD DO

[THE RECOMMENDATION — verb first, specific.]

[Sequence after the must-dos.]

01

[CARD 1 HEADLINE]

[Two-sentence body explaining the point. Be specific — name the user, the pain, the cost.]

02

[CARD 2 HEADLINE]

[Two-sentence body explaining the point. Be specific — name the user, the pain, the cost.]

03

[CARD 3 HEADLINE]

[Two-sentence body explaining the point. Be specific — name the user, the pain, the cost.]

[YOUR LOGO]

14 / 20

Recommendation 04 · SHOULD DO

[THE RECOMMENDATION — verb first, specific.]

[Pair with an owner and a deadline.]

01

[CARD 1 HEADLINE]

[Two-sentence body explaining the point. Be specific — name the user, the pain, the cost.]

02

[CARD 2 HEADLINE]

[Two-sentence body explaining the point. Be specific — name the user, the pain, the cost.]

03

[CARD 3 HEADLINE]

[Two-sentence body explaining the point. Be specific — name the user, the pain, the cost.]

[YOUR LOGO]

15 / 20

Recommendation 05 · CONSIDER

[THE RECOMMENDATION — verb first, specific.]

[Optional moves to revisit next quarter.]

01

[CARD 1 HEADLINE]

[Two-sentence body explaining the point. Be specific — name the user, the pain, the cost.]

02

[CARD 2 HEADLINE]

[Two-sentence body explaining the point. Be specific — name the user, the pain, the cost.]

03

[CARD 3 HEADLINE]

[Two-sentence body explaining the point. Be specific — name the user, the pain, the cost.]

[YOUR LOGO]

16 / 20

Implementation roadmap

[The 90/180/365-day plan.]

[Anchor each milestone to a recommendation.]

M1

[MILESTONE 1]

[Specific deliverable + date or quarter.]

M2

[MILESTONE 2]

[Specific deliverable + date or quarter.]

M3

[MILESTONE 3]

[Specific deliverable + date or quarter.]

M4

[MILESTONE 4]

[Specific deliverable + date or quarter.]

[YOUR LOGO]

17 / 20

Resources required

[People, dollars, technology.]

[Make the cost of execution explicit.]

[Resource]

[Purpose]

[Cost / FTE]

[When]

[Row 1 · A]

[Row 1 · B — short description]

[C]

[D]

[Row 2 · A]

[Row 2 · B — short description]

[C]

[D]

[Row 3 · A]

[Row 3 · B — short description]

[C]

[D]

[Row 4 · A]

[Row 4 · B — short description]

[C]

[D]

[YOUR LOGO]

18 / 20

Risks & mitigations

[The honest list — what could derail this.]

[Each risk gets a named owner.]

01

[ITEM 1 HEADLINE]

[One-sentence body — keep it specific and scannable.]

02

[ITEM 2 HEADLINE]

[One-sentence body — keep it specific and scannable.]

03

[ITEM 3 HEADLINE]

[One-sentence body — keep it specific and scannable.]

04

[ITEM 4 HEADLINE]

[One-sentence body — keep it specific and scannable.]

[YOUR LOGO]

19 / 20

Success metrics

[How we'll know it worked.]

[Time-bound, numerical, owned.]

[METRIC 1][VALUE][+/− vs. prior]

[METRIC 2][VALUE][+/− vs. prior]

[METRIC 3][VALUE][+/− vs. prior]

[METRIC 4][VALUE][+/− vs. prior]

[YOUR LOGO]

20 / 20

Appendix · detailed data

[Backup for live discussion.]

[Methodology, data tables, full benchmarks.]

[TOPIC A]

• [Point 1 — concrete and specific.]
• [Point 2.]
• [Point 3.]
• [Point 4.]

[TOPIC B]

• [Point 1.]
• [Point 2.]
• [Point 3.]
• [Point 4.]