CasingExpert Case Synthesis Checklist

Use this checklist at the end of every case to deliver a concise recommendation in under 60 seconds.

1) Recommendation
- State one clear decision.
- Name the target outcome (profitability, growth, market share, cost, risk).

2) Why this decision
- Give the top two supporting facts from your analysis.
- Keep each proof point numeric when possible.

3) Business impact
- Quantify expected impact range (best estimate plus downside).
- Mention timing to impact (for example 6 months vs 18 months).

4) Execution plan
- Give the first two implementation steps.
- Assign owners or functions (commercial, operations, finance, product).

5) Major risk
- Name the biggest risk that could break your recommendation.
- Add one mitigation action and one leading indicator to monitor.

6) Decision trigger
- Define what data would make you revisit the recommendation.

Fast quality check before you stop speaking
- Is the recommendation explicit (yes/no)?
- Did you quantify at least one impact metric?
- Did you include at least one risk + mitigation?
- Did every point tie back to the case objective?

Practice drill
- Record your synthesis in 45-60 seconds.
- Replay once and remove vague words ("better", "improve", "optimize") unless backed by a number.
- Repeat until your close sounds decision-ready and executable.