Deal Reviews

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Objective:

[1 sentence headline on your ideal outcome]

Situation:

[In 1 sentence, get to the core issue. explaining whether it's a concern, a challenge, an opportunity, or an escalating problem.]

Relevant background information:

[Summarize in no more than 5 bullet points & no more than 5-10 words.]

The help I want from this group:

[Ex: alternative solutions, confidence regarding the right decision, identification of consequences, where to find more information, critique of the current plan]

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Client Escalations

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Client impacted: Issue severity: Business impact: Support needed: Timeline:

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1-3-1 Problem-Solving Framework

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Main Problem:

[In 1 sentence what is the main problem or challenge you're facing]

3 Potential Approaches:

Recommended Approach:

[1-2 sentences on the approach you recommend and why]

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