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Worksheet

A completed case, end to end

The same five exercises, filled in for a fictional lender, so you can see the arithmetic and the shape of the argument before you build your own.

Worksheet
Banks
7 pages

People learn faster from a completed sheet than from an empty one. This is the worksheet worked through end to end for Meridian Commercial Bank, a lender that does not exist, deciding whether to modernize title operations.

It shows the timing exercise that produced the baseline, how a 14 item problem list reduced to one strategic bet, the arithmetic behind each of the five numbers, a three option comparison with honest advantages for the status quo, and a recommendation that names the three assumptions most likely to be wrong.

Every figure in it is invented for illustration. None of it is a Vero result or a customer outcome, and the document says so on every page.

A completed case, end to end
What you get
  • A full worked example with the arithmetic shown
  • How a fourteen item problem list reduced to one
  • A sensitivity check on the two assumptions most likely to be challenged
  • The recommendation written the way a committee reads it
Resource: Business Case Worked Example
Gated
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