Lessons

TOPIC 47 · CONCISE WORKBOOK

Investment committee and board decision papers

Present economics, options, risks and recommendation.

Understand · 1 of 4Self-paced

Write for a decision-maker

A board paper should identify the requested authority, alternatives, value, downside, financing and conditions. Executive brevity depends on rigorous supporting analysis. Show the strongest objection to the recommendation and the response.

Read · work through an example · try it yourselfWatch the video
Working relationship

Decision ask + options + value + downside + conditions + owner

What to keep separate

Do not bury unresolved critical conditions under a confident executive summary.

Your task

Write a two-page paper recommending approve, reject or defer; attach a reproducible economic model.

Watch the explanation