Management Analyst how-to

How to Present Recommendations to Executives

Executives want the answer first.

Updated By the Career Education Institute Curriculum Team
Quick answer

Executives want the answer first. In short: lead; give; show, then complete the remaining steps below.

Step by step

  1. Lead with the recommendation.

  2. Give three reasons.

  3. Show supporting data.

  4. Address risks.

  5. Give next steps.

  6. Ask for a decision.

Safety reminders for management analysts

  • Protect client confidentiality
  • Avoid conflicts of interest
  • Follow site safety rules
  • Protect data

Engagement · Scope · Current state · Future state · Process map · Root cause analysis: see the full management analyst glossary.

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