Claravo

Templates Consulting

Presentation · 7 slides

Findings and recommendations template for PowerPoint

Close a diagnostic: what you found, what it means, what to do first.

Free, and not counted as a creation. You get your own copy to edit, in any theme.

When to use it

Use it to close a review or diagnostic: lead with the answer, then the evidence, then what to do first.

How to use it

  1. Make your own copy. It opens in the editor, where you can change the theme and edit anything.
  2. Fill in the fields below, and answer the question each slide asks with your own content and numbers.
  3. Download it as an editable PowerPoint file, or as a PDF. The file is reopened and checked before it is offered.

Slide by slide

  1. Findings and recommendations For [client] · [date]
  2. The answer What should [client] do, and why, in one sentence?
  3. What we looked at Which data, interviews and documents? Over what period: [period].
  4. What we found First finding, Second finding, Third finding
  5. What we recommend A table: Recommendation, Effort, Impact, Owner
  6. What to do first
  7. Next steps What we are asking [client] to approve.

Fields to fill

Fill them once in the editor, or from a spreadsheet to make one copy per client. Where a slide needs content, it asks the question it must answer instead of showing a made-up answer.

  • {{client}}
  • {{date}}
  • {{value}}
  • {{period}}
  • {{date_1}}
  • {{date_2}}
  • {{date_3}}

What is inside

Findings and
recommendations
For {{client}} · {{date}}
Slide 1
The answer
What should {{client}} do, and why, in one sentence?
The main finding
The main recommendation
What it is worth: {{value}}
Slide 2
What we looked at
Which data, interviews and documents?
Over what period: {{period}}
Slide 3
What we found
First finding
What is true, and the evidence for it
Second finding
What is true, and the evidence for it
Third finding
What is true, and the evidence for it
Slide 4
What we recommend
RecommendationEffortImpactOwner
What to do?High, medium or low?What changes?Who leads it?
Slide 5
What to do first
{{date_1}}
First
What starts at once?
{{date_2}}
Next
What follows?
{{date_3}}
Later
What waits, and why?
Slide 6
Next steps
What we are asking {{client}} to approve.
1. First action — who owns it — by when
2. Second action — who owns it — by when
3. The decision we need, and by when
Slide 7