Purpose
Identify expectation and performance gaps, and the actions that close them, before any storyline or report work begins. The process is explicit: gathering the data is the entry fee; the analysis is where value is unlocked. Every downstream choice (storyline, report expansion, investor targeting) responds to this assessment.
The output is a working document for the client lead (CL): the worked decision tree and the one-page gap note. It is advisory analysis, not client-facing prose.
Output package
Produce these sections under these exact headings, in this order:
## Guidance register— the register itself: each commitment with metric, stated target, horizon, exact wording, and where stated.## Worked decision tree— one block per node (steps 6, 7a/7b, 8, 9) with verdict and arithmetic. No verdict without its numbers; no number without its source.## Gap note— the one-pager for CL (each gap: cause, concrete action this cycle, investor-target implication).## Escalation— only if step 7b fires: the flag and its basis. Otherwise state "No escalation" with the reason in one line.## Limitations— every input that was missing or proxied.