Communication and Documentation Flashcards

An executive summary in a consulting report should typically be:

Answer: A concise standalone overview of key findings and recommendations

An executive summary lets decision-makers grasp the essentials without reading the full report.

Which practice best supports traceability of recommendations in a final report?

Answer: Linking each recommendation to supporting findings and evidence

Tying recommendations to evidence demonstrates rigor and allows verification.

A RACI matrix in a communication plan clarifies:

Answer: Who is Responsible, Accountable, Consulted, and Informed

RACI assigns stakeholder roles so communication and accountability are clear.

Interview notes collected from client staff under a promise of anonymity should be:

Answer: Stored securely and reported only in aggregated, non-attributable form

Honoring confidentiality requires secure storage and non-attributable reporting.

Which is an example of a closed question?

Answer: Did the system upgrade go live on schedule?

Closed questions invite a short yes/no or specific factual answer.

Version control for client deliverables is important primarily because it:

Answer: Ensures everyone works from the current approved version and changes are tracked

Version control prevents confusion and preserves an audit trail of changes.

When tailoring a presentation for a technical team versus a board of directors, the consultant should:

Answer: Adjust detail level, terminology, and emphasis to each audience

Audience analysis drives the right depth and language for each group.