Blank Template // Diagnostic Tool

Project
Brief

Blank Template // Diagnostic Tool

Use this template to conduct a forensic assessment of any financial reporting initiative. Document the problem, scope, current state, ownership and open risks. The goal is organizational honesty... not a polished slide deck.

Section 1: Executive Summary

Project Overview

Project Name
Executive Sponsor
Core Objective
Current Assessment
Decision-Safe
Directionally Correct
Not Decision-Safe
Section 2: Problem Statement

The Core Challenge

Core Question Leadership Cannot Answer
Specific Gaps
Gap 1
Gap 2
Gap 3
Gap 4
Section 3: Scope & Structure

Financial Definition

Revenue Sources
Cost Components
Operating Expenses
Reporting Format
Section 4: Current State Assessment

The Honest Audit

What's Solid

✓
✓
✓

What's Broken or Incomplete

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!
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Section 5: Ownership & Working Model

Governance Structure

Primary Driver
Key Partners
Role
Responsibility
Role
Responsibility
Role
Responsibility
Role
Responsibility
Governance Notes
Section 6: Open Risks & Unchallenged Assumptions

Assumption Audit

Assumption
Counterpoint
Assumption
Counterpoint
Assumption
Counterpoint
Section 7: Strategic Importance

Business Impact

What growth decisions are gated behind this project?
Bottom Line Assessment
Diagnostic Tool by Angie Bailey // angieqbailey.com