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ASFMRA AAC: Consulting Report and Project Reports (Work Product Submission)

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Consulting Report and Project Reports (Work Product Submission)

The report is the deliverable

The work-product domain evaluates the written report you submit. Reviewers look for structure, transparency, traceability, and professional presentation - not just a correct conclusion.

Required elements

  • Title page and identification: client, preparer, date, engagement reference.
  • Purpose and scope: what was asked, what was and was not covered.
  • Executive summary: findings and recommendations in plain language, up front.
  • Methodology: data sources, assumptions, analytical approach.
  • Analysis and exhibits: budgets, sensitivity tables, maps, timelines - labeled and referenced in the text.
  • Findings and recommendations: actionable, prioritized, tied to evidence.
  • Limiting conditions and disclaimers: data limitations, reliance restrictions, no guarantee language.
  • Signature and credentials: preparer identification and date.

Concepts to master

  • Traceability: every number in the summary should be reproducible from an exhibit.
  • Assumption transparency: state them; do not bury them.
  • Reliance language: who may use the report and for what purpose.
  • Professional tone: objective, no advocacy, no disparagement.

Traps in questions

  • Reports that omit limiting conditions or reliance restrictions.
  • Conclusions unsupported by the exhibits.
  • Mixing opinion with fact without labeling.
  • Missing date or preparer signature.

Rule of thumb

A reviewer should be able to reconstruct your conclusion from the exhibits alone, without calling you.

Worked example

A feasibility report recommends a livestock expansion. The executive summary cites break-even at a stated price; the methodology lists the three data sources; the exhibit shows the sensitivity table; the limiting conditions note that prices are as of a stated date and no guarantee is implied; the preparer signs and dates the report.