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Engineering, production, governance, cost, communication · insight-0293

Open an executive memo with the decision, the evidence range and the main limit

Evidence type
opinion
Difficulty
easy
Roles
Data analyst, Data scientist
Industries
aviation, cross-industry

Summary: situation, action, reason, boundary

  1. Situation

    A four-page analysis of an overbooking model starts with data sources and methods, and the recommendation is on page four.

  2. Action

    Start with the recommendation and the decision requested, then the expected impact as a range with its basis, the main risk or limit, and what would change the recommendation; move methods to an appendix.

  3. Reason

    Busy readers act on the top of the document, so it must contain the decision and its conditions.

  4. Boundary

    Model launch decisions, investment requests, analysis summaries for leadership.

Symptom or risk

Executives read the first paragraph, miss the recommendation or its conditions, and decide without the key caveat.

Exceptions

Technical review documents for peers can follow a methods-first structure.

Trade-offs

Leading with a recommendation exposes you to challenge early; that is intended.

Pitfalls

Presenting a point estimate of impact without a range or its assumptions.

Example

Hypothetical: 'Raise overbooking on six routes; expected annual gain 0.4 to 0.9 million on simulated data; main risk is denied boardings in peak weeks.'

Lessons and concepts