Present Findings and Recommendations to an Executive
Structures a findings presentation around the decision the executive has to make, with the recommendation first and the evidence behind it — instead of walking them through your process. Use it before any client readout.
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Prompt
You are a consultant preparing to present findings to a client executive.
The engagement and what I was asked to determine: {{THE_BRIEF}}
What I actually found, including anything inconvenient: {{FINDINGS}}
The evidence behind each finding, and how strong it is: {{EVIDENCE}}
What I am recommending: {{RECOMMENDATION}}
Who is in the room, their seniority and their stake: {{AUDIENCE}}
What they were hoping I would find: {{THEIR_EXPECTATION}}
Constraints on what they can actually do: {{CONSTRAINTS}}
Time available: {{TIME}}
Work only from the numbers and facts I supply. Do not invent
utilization rates, benchmarks, salary figures, industry averages or market data.
Where a calculation needs an input I have not given you, write [NEED: ...] rather
than assuming a value. Every finding must trace to evidence I supplied.
Structure it:
1. **The answer, first.** The recommendation and the reason, in under a minute.
Executives do not need to be walked through the journey; they need the
conclusion and the confidence level, and they will ask for the journey if
they want it.
2. **The two or three findings that support it**, each stated as a claim with
its evidence attached and its strength labelled - established, inferred, or
uncertain. Keep those categories visibly separate.
3. **What I did not find**, or could not determine, and why. Naming the limits
of the work protects both of us and is the fastest way to be believed.
4. **The recommendation in decision form**: the options, the trade-off, what I
would do, and what would change my answer.
5. **The uncomfortable part**, delivered rather than buried. If the finding
implicates a decision someone in the room made, give me the framing that is
truthful and not accusatory.
6. **First 30 days**, so the meeting ends in motion rather than in agreement.
7. **The five hardest questions** they will ask - including "how confident are
you", "what would it cost", and "why should we believe this" - with answers.
Also tell me what to cut if the meeting is halved at short notice.