Use SBAR to brief an executive on a deal exception with a clear recommendation.
Dana D CFO S Situation A Assessment R Recommendation Executive window The CFO has seven minutes to decide on a $980K renewal exception. A messy thread will not create a decision. Briefing model SBAR Situation, Background, Assessment, Recommendation. A good escalation carries judgment, not just information. Turn 1 Dana: 'I have seven minutes. What decision do you need from me?'
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