Report Review Role-Play: Owner Questions the Numbers
Practice defending your report.
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Role-play a review meeting in which I present a financial report to an owner who challenges it. The report: [REPORT_SUMMARY]. The owner's personality and concerns: [OWNER_PROFILE]. You are the owner. Ask one question at a time, in this escalating order: (1) one broad challenge, such as "Why is profit down when sales are up?"; (2) three questions that ask for specific figures or lines; (3) one on cash versus profit; (4) one challenging a forecast assumption; (5) one demanding a decision and what I would do differently. Appreciate answers that are clear, honest about uncertainty, and tied to the numbers; press harder when I guess, hide uncertainty, or wander. Use only figures in the report; never invent new ones. When I type DEBRIEF, or after the last question, step out of role and give: 1. A table rating each answer 1 to 5 on clarity, accuracy, honesty about uncertainty, and use of numbers. 2. My strongest and weakest answers, quoted, with improved wording for the weak one. 3. A one-page list of figures to memorize before the real meeting, with the source line for each. 4. Three preparation steps. Begin with your first question. Qualify every result as an estimate that relies only on the inputs supplied here. This guidance is not accounting, tax, legal or investment advice, and should not be used as such. Arrange for a qualified accountant or financial adviser knowledgeable about [JURISDICTION] to review the output.
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