The Findings Brief is what you take into the decision: a recommended verdict, the reasoning, and the evidence behind every rating, so a board or an investment committee can check each finding. The examples on this page are a specimen.
SPECIMEN DELIVERABLE
The scores below are illustrative. A live brief carries interview citations in the appendix.
Each fit answers one question. Whose job changes, and will they adopt it or keep doing what they do today? (Product–Market) Who pays, how much, and how does finance book it: an asset bought and depreciated, a lease, or an operating cost? (Model–Market) Who carries and supports it, and who else can say no: security, a union, a plant controller, a dealer or integrator? (Ecosystem–Market) Who will sell, deploy and run it? (Team Readiness) Is the money there this year, ahead of everything else competing for it, including the option to change nothing? (Budget Readiness)
For an internal rollout, the same five fits read (also illustrative):
For an OEM service offer, the same five fits read (also illustrative):
A rehearsed dispute sits behind the Model–Market line: given the same month of data, the OEM's service team and the customer's plant controller calculated different availability. The exclusions need defining before the first contract.
Verdict and next actions. The verdict we recommend, informed by the scores, with the risk statement and what happens next in each case.
Business case. Each line graded Verified, Benchmarked or Assumption, showing what is validated and what is still assumed, including the payback or total cost of ownership the finance owner will judge it on.
Validated buyer. The buyer the evidence supports, which may differ from the one the hypothesis assumed, with the disqualifiers named.
Pricing Signal Log. The price points, or costs per site, buyers and plant controllers confirmed, the ones that met resistance, and the buyer context for each.
Scored interview evidence. Every interview is scored from 1 to 5, and a strong signal needs an average of 4.0 or above.
Length. The scorecard fits on one page. The full brief runs as long as the evidence requires, typically twenty to thirty pages including the interview appendix.
Who reads it. It is written for the person who has to approve or stop the commitment, a reader who was not in the research, and that keeps it short.
What it will not do. Rate a claim above what the evidence supports, or redefine the pass criteria after the research.
Who owns it. You do. The brief, the scoring rubric and the interview record are yours at the end of the engagement.
A one-page summary that rates an industrial technology bet on five questions: whose job changes and whether they will adopt (Product–Market), who pays and from which budget (Model–Market), who carries and supports it (Ecosystem–Market), who will run it (Team Readiness), and whether the money is there this year (Budget Readiness). Each is rated Met, Mixed or Not met, and the brief behind it grades every claim Verified, Benchmarked or Assumption.
A recommended verdict of Proceed, Pivot, Reset or Stop, the reasoning, the Five-Fits Scorecard, a pricing log, the validated buyer, a business case graded line by line, and the scored interview record. It is written for the person who approves or stops the commitment, and it is yours at the end of the engagement.
Thirty minutes, then a clear answer, even when the answer is no.
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