Key findings
List the few facts that justify the title’s recommendation.
Related: Comparison (2–3 options) · Table exhibit (status colors)
When to use
Use after analysis, before the ask. Do not mix in next steps (use recap). Do not use ten findings.
Guidelines
Three findings, numbered, MECE for this decision. Title is the synthesis.
Example
Why Wave 1 is Midwest
Standard process plus named owners beat raw volume.
1Midwest already scans 98% of units; training time is days, not months.
2South volume is higher, but dual-run staffing is still an open req.
3West custom docks would freeze the playbook; park them in Wave 3.
Findings are MECE for this decision only
Three MECE reasons for Midwest. Steal synthesis-in-the-title.
Rules
- Three to five findings.
- Title synthesizes; findings do not introduce a second recommendation.
- Findings are MECE for this decision.
- No nested bullets.
User recipe
Goal: justify a recommendation.
Inputs: recommendation, supporting facts.
Constraints: Key findings Rules.
Prompt skeleton: “Make a key-findings slide in family consulting-exhibit using the Key findings rules. Recommendation: [sentence]. Facts: [list].”
Anti-patterns
- “Key findings” as the title.
- Findings that are actually tasks.