Stakeholder Memo

Purpose

Turn analysis into a decision-ready memo that helps a stakeholder understand what happened, what it means, and what to do next.

When to use

• Analysis needs to travel beyond the analyst
• The user asks for insights, takeaways, a summary, or "what matters" from a dataset or dashboard
• A stakeholder needs the answer, implications, and recommended action in one place
• A concise readout is needed rather than a working notebook narrative

When not to use

• The analytical question is not yet framed — use clarify-question first
• The goal is exploratory thinking rather than communication

Required thinking discipline