01
Executive snapshot
A concise view of the intended user, decision, model and target impact. This remains a concept until source evidence is supplied.
02
Business context
Planning inputs, scenarios and reporting often live in disconnected files.
03
User and decision
Primary user draft: a planning or business leader comparing operational choices and their financial consequences.
04
Source landscape
Source inventory placeholder: planning inputs, actuals, operational drivers and scenario assumptions need verified ownership and refresh rules.
05
Metric contract
Define each measure, grain, time basis, owner and reconciliation rule before visual design begins.
06
Planning model
Separate controllable drivers from outputs, retain assumption versions, and make changes traceable.
07
Scenario design
Give each scenario a purpose, owner, change log and comparable set of decision measures.
08
Product architecture
Proposed layers: governed inputs, transformation and model logic, scenario service, reporting interface and audit trail.
09
Interaction choices
Prioritize decision questions, progressive disclosure and exception-led review over chart density.
10
Validation plan
Validate calculations, refresh behavior, permissions, usability and decision comprehension with representative users.
11
Target impact
Target outcome only: faster scenario comparison and a clearer link between operational drivers and financial impact.
12
Next iteration
Replace prototype assumptions with real constraints, baseline measures, user feedback and verified results.