Opens in a new tab

EA07: Two-Layer Findings Template

For every recommendation, write two layers: the technical layer for the reviewer, and one sentence for the person who has to decide. The owner does not care that the economizer enables free cooling below fifty-five degrees; the owner cares that the spring and fall bills drop and the equipment lasts longer. A report written entirely in the technical layer gets filed. One written entirely in the owner layer gets discounted in underwriting. Includes the seven-part format, three worked examples, a do-not-write/write table, and the sentence test — the owner layer works when the owner can repeat it to a partner, a board, or a lender without looking at your report. Also covers stating consequence of inaction honestly, with three rules that keep it on the right side of the line.

Download PDF