Worked example
A brief for a budget review
From the practice site · a finance officer preparing for the quarterly review
What they did
- Purposeagree whether to move £12,000 from agency staff to training.
- Three things to knowagency spend is down 18%; training waiting list is 14 people; the board meets in March.
- Two questions to askwhat happens if agency spend rises again? who signs off the training plan?
- Checkedevery figure against the finance system, by hand, before sending.
Result
One page, read in three minutes, and the decision was made in the meeting.