Lesson ProgressPhase 5 of 6
Phase 5Assessment
Assessment: Project Rehearsal: Three-Statement Workbook Audit
Comprehension check and peer audit with explicit criteria
✅ Phase 5: Transfer Check and Peer Audit
Transfer Check: What Must Be in Every Project
Answer these questions to confirm you understand the project standard:
Project Standards Transfer Check
Confirm you can name the structure and explain what makes it trustworthy
1. What are the five sheets every project workbook must have?
2. What makes a recommendation trustworthy?
3. What is the evidence chain?
0 of 3 questions answered
Peer Audit with Explicit Criteria
Exchange workbooks with a partner. Use the criteria below to evaluate their work. Focus on the evidence chain, not just formatting.
| Criterion | What to Check |
|---|---|
| Structure | All five sheets present and named correctly |
| Balance | Balance sheet balances (A = L + E) |
| Links | Three statements are linked via formulas |
| Evidence | Recommendation has numbers from statements |
| Risk | At least one limitation or risk stated |
| Clarity | Dashboard shows KPIs with labels |
Peer Critique & Feedback
Provide constructive feedback to support peer learning and professional development
Unit 3
Reviewing: Partner
Unit 03 Project Rehearsal
Project by Partner
Progress
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Strengths & Highlights
What did this peer do exceptionally well?
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Areas for Growth
Constructive suggestions for enhancement
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Excel Technical Skills
Spreadsheet functionality and accuracy
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Business Analysis
Strategic thinking and real-world application
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Communication & Delivery
Professional presentation and clarity
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Overall Summary & Additional Comments
Provide any additional feedback, suggestions, or overall impressions
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Audit Requirements
Your peer audit must identify:
One Strength
What does this workbook do well? Give a specific example.
One Improvement
What would make this more trustworthy? Be specific.
Career tie: This audit routine mirrors what analysts do in consulting - quality control before client delivery.