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FINANCIAL-STORYTELLING5 MIN READ

Write the Exec Summary From the Model

Use answer-first hierarchy to make a financial story about 260 bps above hurdle decision-ready.

In a investment committee summary, Jordan has five minutes to explain 260 bps above hurdle. The facts are accurate, but model has fourteen tabs; if the story is vague, leaders will debate details instead of deciding whether to state recommendation and conditions. The Minto Pyramid Principle The common shortcut is to paste the variance table first and hope the audience infers the business meaning. Movement State 260 bps above hurdle in one plain sentence. This orients the audience before they inspect evidence. Driver Show how model has fourteen tabs. The driver gives the number business meaning. Decision Close by asking…

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