6-lesson course · about 2 hours

Show leadership which few assumptions actually drive the decision

For CFOs, controllers, FP&A teams, accountants and finance operations professionals

In about two hours, learn to run sensitivity checks with AI's help and write a one-page brief that ranks the drivers and separates what the evidence supports from what is still open.

Try lesson 1 free See what you’ll learn

What you’ll be able to do

By the end, you can…

Find the inputs that matterTrace which inputs flow into your outcome measure and shortlist the handful worth testing, instead of walking leadership through all fifty lines.

Run sensitivity checks you can defendChange one input at a time over a stated low and high range, record the outcome at base, low and high, and keep a log someone else could rerun from the model.

Rank drivers by impact and evidencePlace each driver on an impact-by-evidence grid and say in one sentence why it ranks where it does, so leadership sees both what moves the result and how sure you are.

Separate facts from open questionsRecord each supported fact with its source, reporting period, currency, units and calculation method. Label provisional or stale inputs, and give each open question an owner and a due date.

Draft the brief with AI, then check every figureHave an approved AI tool draft only from the material you give it, then check every number against the model and your sensitivity log before it goes to leadership.

Keep sensitive information out of the wrong toolsSort what can and cannot be shared with an AI tool, and prepare a stripped-down version of model information that is safe to share with an approved one.

How it works

A tutor that meets you where you are

Lessons that adapt to your levelSix lessons in two modules. Later lessons are written for your level as you reach them, so the examples and depth fit how you already work with models and scenarios.
An AI tutor you can ask anythingAsk questions typed or out loud while you work through a lesson, for example how to set a defensible range for a driver or how to phrase an open question.
Quizzes and flashcards for each lessonShort quizzes and flashcards tied to each lesson help you check that the methods have stuck before you use them on a live decision.
Progress tracking and a certificateSee where you are in the course at a glance, and receive a certificate of completion when you finish.

Curriculum

The curriculum

The course follows the order you would work in on a real decision. Module 1 gets you from the decision question to a sensitivity log, and Module 2 turns that log into a ranked, checked one-page brief.

Module 1Find What Drives the Decision3 lessons

1Start From the Decision and Set Safe Ground Rules for AI
- Write the decision question as one sentence with a clear go or no-go outcome measure and threshold
- Record the reporting period, currency, units and calculation method of the outcome measure
- Sort example items into what can and cannot be shared with an AI tool
- Prepare a stripped-down version of model information that is safe to share with an approved tool
2Shortlist the Inputs Worth Testing
- Trace which inputs flow into the outcome measure and which do not
- Choose a shortlist of roughly six to ten candidate drivers with a one-line reason for each
- Use an approved AI tool to propose likely drivers from an input list, then confirm or reject each one against the model
3Run One-at-a-Time Sensitivity Checks
- Set a low and high value for each candidate driver and state where the range comes from
- Run one-at-a-time changes in the model and record the outcome at base, low and high
- Calculate the swing for each driver and spot any driver whose range crosses the decision threshold
- Keep a sensitivity log that someone else could rerun from the model

Module 2Rank the Drivers and Write the Brief3 lessons

4Rank Drivers by Impact and Strength of Evidence
- Rate each driver's evidence as strong, moderate or weak using stated criteria
- Place drivers on an impact-by-evidence grid and rank the top three to five
- Explain in one sentence per driver why it ranks where it does
5Separate Supported Facts From Open Questions
- Record each supported fact with its source, reporting period, currency, units and calculation method, marking any detail that does not apply
- Spot claims that are provisional, stale or unsupported and label them correctly
- Write each open question with what would resolve it, who owns it and when it is due
6Draft the One-Page Brief With AI and Check Every Figure
- Write a one-page brief with the decision, ranked drivers, supported facts and open questions
- Instruct an approved AI tool to draft only from the material you provide and add no new numbers
- Check every figure in the draft against the model and the sensitivity log
- Spot and correct missing periods, currencies, units or calculation methods in the draft

Who it’s for

Made for you if…

Made for: CFOs, controllers, FP&A teams, accountants and finance operations professionals

A CFO asked for a go or no-go on an investment

You need to put the three or four assumptions that decide the answer in front of the board, and say plainly how well each one is supported.

An FP&A lead who owns the forecast model

You know the model inside out, but you need a repeatable way to test which inputs move the outcome and present that in one page rather than a full workbook.

A controller supporting decision papers

You want every figure in a brief to trace back to the model, with period, currency, units and method visible, and a safe way to use AI in drafting.

Questions

Good to know

Who is this course for?

CFOs, controllers and FP&A leads who own a forecast or budget model and are asked go or no-go questions by leadership. You should be comfortable in spreadsheets and have run scenarios before. Little experience with AI tools is needed.

What do I need before I start?

You should be able to build or review a forecast or budget model in a spreadsheet, know the reporting period, currency and units in the model you are reviewing, have access to an AI tool your organisation has approved for internal financial material, and have a decision question from leadership that the model is meant to inform.

How long does it take?

About two hours across six self-paced lessons.

Will I be putting confidential numbers into an AI tool?

The first lesson covers what can and cannot be shared with an AI tool. You will prepare a stripped-down version of model information that is safe to share, and use only a tool your organisation has approved. Keeping nonpublic reporting information and account credentials out of unapproved tools is part of the course.

Does the course cover Monte Carlo or probabilistic modelling?

No. The course uses one-at-a-time sensitivity checks over stated ranges. Advanced probabilistic and Monte Carlo modelling are outside its scope.

Will I build a forecast model in this course?

No. You work with an existing model. Building a full forecast model from scratch is not covered.

Does it cover slides or presentation design?

No. The output is a one-page written brief. Slide production and presentation design are not part of the course.

Does it help me choose which AI tool to buy?

No. Selecting, configuring or procuring AI tools is not covered. The course assumes you already have access to an approved tool.

Brief the Decision: Show Which Assumptions Actually Drive It

$47

One payment · lifetime access

Six self-paced lessons in two modules, about two hours in total
Later lessons written for your level as you reach them
An AI tutor you can ask anything, typed or out loud
Quizzes and flashcards tied to each lesson
Progress tracking
Certificate of completion

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Refunds: Full refund if you ask before you open your first lesson. Once you’ve started, purchases aren’t refundable, except where the law gives you that right.

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