FIG. 03·INVESTMENT ANALYST · WORD

The committee memo

The committee also needs the note that sits with the model and the deck.

1. 01

   Open a document.

2. 02

   Tell Excelsior the recommendation, the main risks, and to keep the numbers consistent with the model.

3. 03

   Let it draft the memo in the document.

4. 04

   Read the first page. If the recommendation is buried, say so.

The committee memo, in the open document.