Produce case analysis and recommendation memo with inputs, checks, findings and limitations.
2026-10-26.2 · 60 minutes estimated; work in several sessions
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Prerequisites and goal
Choose a target role and explain problem and success criteria. Diagnose first, then revisit the checklist as needed.
Start with diagnostics; skip explanations you can already apply independently.
Problem and success criteria
Use problem and success criteria to make decisions inspectable.
Define metrics, timing and scope for an ambiguous problem.
Teaching example: Improving profit requires a defined metric and time horizon.. Predict the result, independently check the key step, and compare these assumptions with the actual role. Do not use demonstration results as real-world advice.
Problem structuring
Use problem structuring to make decisions inspectable.
Build a logically connected issue tree.
Teaching example: Profit can be decomposed into revenue minus costs and underlying drivers.. Predict the result, independently check the key step, and compare these assumptions with the actual role. Do not use demonstration results as real-world advice.
Business calculations
Use business calculations to make decisions inspectable.
Estimate a market or profit change with explicit units.
Teaching example: 1000 people × 2 purchases/year × 50 = 100000/year.. Predict the result, independently check the key step, and compare these assumptions with the actual role. Do not use demonstration results as real-world advice.
Read exhibits and evidence
Use read exhibits and evidence to make decisions inspectable.
Write observation, interpretation and next check for an exhibit.
Teaching example: A percentage increase can result from a shrinking denominator.. Predict the result, independently check the key step, and compare these assumptions with the actual role. Do not use demonstration results as real-world advice.
Options and trade-offs
Use options and trade-offs to make decisions inspectable.
Compare three options by impact, cost, risk and feasibility.
Teaching example: A high-impact option may exceed staffing or timing constraints.. Predict the result, independently check the key step, and compare these assumptions with the actual role. Do not use demonstration results as real-world advice.
Synthesis and next steps
Use synthesis and next steps to make decisions inspectable.
Lead with a recommendation, then evidence, risks and validation.
Teaching example: Conditional recommendations should state their conditions.. Predict the result, independently check the key step, and compare these assumptions with the actual role. Do not use demonstration results as real-world advice.
Case dialogue and review
Use case dialogue and review to make decisions inspectable.
Work through an official case segment and review questions and calculations.
Teaching example: Distinguish missing structure from arithmetic errors.. Predict the result, independently check the key step, and compare these assumptions with the actual role. Do not use demonstration results as real-world advice.
Worked example · fictional
From a problem to inspectable work
Synthetic business: total sales stay 1000. A falls 600→400 at 40% contribution; B rises 400→600 at 15%; fixed cost stays 200.
Contribution falls from 600×0.4+400×0.15=300 to 400×0.4+600×0.15=250: profit drops 50 despite unchanged revenue.
Further judgment: The client asks for more marketing to fix falling profit. What next?
Validate mix, demand and cost mechanisms before solutions
Deliver case analysis and recommendation memo: the calculation reference is 50; the recommendation must respect Validate mix, demand and cost mechanisms before solutions. Separate numbers, inference and unknowns.
Failure case and repair
In Read exhibits and evidence, copy tool output without definitions, then retain the conclusion when asked: The client asks for more marketing to fix falling profit. What next?
Even a result of 50 does not explain when Validate mix, demand and cost mechanisms before solutions is supported.
Contribution falls from 600×0.4+400×0.15=300 to 400×0.4+600×0.15=250: profit drops 50 despite unchanged revenue. Then test assumptions in Synthesis and next steps.