Lesson ProgressPhase 3 of 6
Phase 3Guided Practice
Guided Practice: Project Rehearsal: Shared Data, Shared Standard
Model how to inspect the shared artifact and trace the recommendation
🔍 Phase 3: Guided Audit
Trace the Evidence Chain
Let's walk through the shared workbook together. We'll trace the recommendation back to the numbers that prove it.
Step 1: Start at the Executive Summary
Open the "Executive Summary" sheet. What is the main recommendation?
Example recommendation:
"TechStart should invest in more inventory because revenue is growing 15% month-over-month and profit margins are healthy at 42%."
Step 2: Find the Evidence
Now trace those numbers back to their source sheets:
- Where does "Total Revenue" come from?
- Which sheet proves "profit margins are healthy"?
- Where is the "15% month-over-month" growth shown?
Step 3: Check for Weak Spots
What would make this recommendation feel untrustworthy?
- Numbers that don't link back to source data
- Trial balance showing "Out of Balance"
- No risk or limitation mentioned
- Typos in account names that break formulas
Executive Summary Preview
| A | B | C | D | E | F | G | H | I | J | |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Metric | Value | ||||||||
| 2 | Total Revenue | $15,420 | ||||||||
| 3 | Total Expenses | $8,950 | ||||||||
| 4 | Net Profit | $6,470 | ||||||||
| 5 | Trial Balance Status | ✅ Balanced | ||||||||
| 6 | ||||||||||
| 7 | ||||||||||
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| 10 |
Turn & Talk (5 minutes)
Share with a partner: What's one number in the summary you traced back, and one weak spot you might fix?