Prepare the review narrative and agenda
Structures the value-review conversation by building an agenda, shaping the narrative arc, and drafting framing for likely points of dissatisfaction.
In / outImpact snapshot + principal profile + known concerns → agenda, narrative arc, and pre-prepared framing for anticipated objections
You might say…
“I know what we achieved — I need a narrative that holds up under scrutiny and a plan for the hard questions.”
What it does
Structures the value-review conversation: builds an agenda, shapes the narrative arc around the impact snapshot, anticipates the principal's likely questions and points of dissatisfaction, and drafts framing for surfacing and resolving them. Used to ready the advisor before a live value review.
Trigger: Use to prepare for a live value review with a principal or board, particularly where satisfaction is uncertain.
Recognise the problem?
The primitives are the commodity part. The fastest next step is a conversation about composing them into something that works for you.
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