Required inputs
Three closed months, approved budget and business plan, prior forecast, assumption register and reviewer-approved scenarios.
Quarterly / Q1
Business Plan and Forecast Review
Which assumptions need to change for the next quarter?
Q1 / Quarterly / Product design
A clear scope.
A useful output.
Compare quarterly performance with the approved business plan and prepare an assumption-change review.
Review output
An assumption-change log and clearly labelled draft scenarios with evidence gaps.
The human decision
Approve which assumptions to revise and which scenarios to investigate.
Dependencies before conclusions
Make the gaps visible.
Upstream
What comes first.
W3 Operating Priorities; M1 Loan Review; M2 Comp Review; M3 Valuation Review; closed-quarter financial pack
Required dependency
What must be accepted.
Three accepted closed months; approved plan; prior forecast; accepted monthly review outputs; assumption register
If an input is missing
What stays open.
Unaccepted inputs remain gaps; scenarios do not overwrite the approved plan.
Required dependency identified; source availability and reviewer acceptance not yet confirmed. Core is separate Consulting; OS contains the data/context foundation.
Separate fictional scenario
Show the evidence.
Bound the conclusion.
This illustration is specific to this workflow. Its properties, ledger figures and assumptions are not joined to the Morning Portfolio Review or other examples.
Illustration
Fictional Q3 NOI is 240,000 against budget 270,000. A proposed occupancy assumption of 94 replaces 95 only in a labelled draft scenario; the approved plan remains 95.
What a reviewer should check
Sum July, August and September on the same basis; version the approved plan and scenarios; do not silently overwrite assumptions.
Start with one useful review
Bring the question.
And the context.
Show us the property, the inputs your team has and the decision the review needs to support. We can discuss fit and a scoped pilot.
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