Session 23: Reporting & Stakeholder Communication

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MBA DM Phase 2: The Agency Simulation

Session 23

Reporting & Stakeholder Communication

Data ≠ insight ≠ decision.

Today's Agenda

  • Data vs. insight vs. decision
  • One-page report structure
  • 90-second "headline first" delivery practice
  • Deliverable: Stakeholder report (feeds Session 24 capstone)

Data ≠ Insight ≠ Decision

A dashboard export is data. Your Session 22 memo is insight. A report tells a stakeholder what decision to make — and why.

Reporting Structure

ElementContent
HeadlineOne sentence: the key result
Support2-3 supporting charts/numbers
RecommendationOne clear next action
CaveatOne risk/limitation

Worked Example: Pathshala Tutors

One-page October report for Pathshala's owner:

Headline: "Leads rose 40% (30 → 42) at a stable cost per lead. Move NPR 3,000 from Meta to Search next month to reach the 60-lead target."

Evidence:

Metric September October Target
Leads 30 42 60
Blended CPL (NPR) 610 595 ≤ 500
Enrolments 6 8 12
Search CPL / Meta CPL (NPR) 520 / 380 470 / 410 500 / 300

Chart title: "Search CPL fell below target after negatives were added; Meta CPL is rising."

Worked Example: Pathshala Tutors (cont.)

Recommendation: shift NPR 3,000 from Meta to the IELTS-Lalitpur search ad group; keep Meta's remarketing audience. Expected: about 6 additional leads in November.

Caveat: October includes the Dashain holiday, which may have lowered enquiries; compare against November before making the shift permanent. The 90-second spoken version starts with the headline sentence, gives one supporting number, and ends with the decision needed: "Do we approve the shift?"

Full walkthrough in the session note.

Check: Report Failure Modes

Prompt: cold-call a student.

Lab: Build & Practice Your Report

  1. Convert your Session 22 memo into a one-page visual report
  2. Practice a 90-second "headline first" delivery with a partner
  3. Get feedback: was the recommendation clear in 30 seconds?
  4. Revise based on feedback

Deliverable for Session 23

Stakeholder Report

Ready to fold into your Block 4 capstone review package.

Review Questions 📝

  1. Explain the difference between data, insight and decision.
  2. What does SCQA stand for?
  3. Give two rules for clear charts in a management report.

Apply it: Write a headline, three evidence bullets, a recommendation and a caveat for a café whose Instagram followers grew 50% but orders stayed flat.

Thank You!

Open Session 23 Note