Write your team's recommendation using claim, evidence, and risk structure.
Craft Your Claim-Evidence-Risk Statement
In Phase 3, you completed your ProfitMatrix and Dashboard. Now you will write your team's formal recommendation statement using the claim-evidence-risk structure. This statement will be the foundation of your presentation in Lesson 10. Every group must have a clear, defensible recommendation backed by workbook evidence.
In business, recommendations without evidence are just opinions. Investors, managers, and stakeholders expect you to back up your claims with data. The claim-evidence-risk structure forces you to think like a professional analyst:
- Claim shows you can make a clear decision
- Evidence shows you did the analysis and can cite your work
- Risk shows you understand the limitations and are thinking critically
- Close shows you can defend your recommendation despite the risks
Use the form below to draft your team's recommendation. Work together — this should reflect your group's analysis, not just one person's opinion.
Be specific. Include the exact price and briefly state why this is your recommendation.
Use specific numbers from your TargetProfit, PriceSensitivity, or ProfitMatrix sheets. Include projected profit, break-even units, and capacity utilization.
Be honest about the limitations. What could go wrong? What does your sensitivity analysis show?
Explain why your recommendation makes sense despite the risk. Compare to alternatives.
Explain why your recommendation makes sense despite the risk. Compare to alternatives.
Next step: Copy your completed statement into your Dashboard sheet. This is the version you will rehearse and present in Lesson 10.
Before moving to Phase 5, check your recommendation against these criteria:
- Claim states a specific price (not a range or vague statement)
- Evidence cites at least 3 specific numbers from your workbook
- Evidence includes projected profit, break-even, and capacity information
- Risk identifies a real weakness from your sensitivity analysis
- Close explains why the recommendation still makes sense despite the risk
- Statement is clear enough that someone outside your team could understand it
- Statement is concise (aim for 4-6 sentences total)
Once your statement is written, practice delivering it as a team:
- One person reads the claim clearly and confidently
- Another person presents the evidence, pointing to the numbers in your Dashboard
- A third person explains the risk honestly
- The team closes together with a strong final statement
Time yourselves — your full presentation in Lesson 10 should be 3-5 minutes.