Rodan · Resources · Samples

Sample Report Outlines

Anonymised structures so you can see how findings are packaged. Not real client data. Not a substitute for a diagnostic.

What is inside

  • Tech DD lite sample structure (scored criteria + remediation options)
  • Margin audit sample findings format (3–5 findings pattern)
  • Maturity diagnostic sample table of contents
  • Clear illustrative-samples disclaimer throughout

Email unlocks the full outlines. Free to access, we just ask for an email. Figures and company names below are invented.

Illustrative samples disclaimer

These outlines are illustrative. Company names, scores, £ figures and findings are fictional composites for format only. They are not advice, not a completed engagement, and not a promise of outcomes. A real diagnostic uses your systems and evidence.

1. Tech DD lite · sample structure

Fictional portco: “Northbridge Retail Holdings” · hold period year 2 · illustrative only.

  1. Engagement summary - scope, period, interviewees, systems in scope
  2. Overall band - e.g. Amber (mean 2.9 / 5) with one-paragraph narrative
  3. Scorecard (12 criteria) - table: criterion, score 1–5, evidence note, risk flag
  4. Material findings (ranked)
    • Finding title · criterion link · evidence · commercial implication · owner suggestion
    • Example (invented): “Board gross margin has three conflicting sources; IC papers use the CRM export.”
  5. Strengths worth preserving - short list so the report is balanced
  6. Remediation options - Light / Full paths with indicative effort bands (not formal quotes)
  7. Costed proposal append - Light £2k vs Full £3k packaging, recommended follow-on engagement class, sequencing
  8. 100-day plan sketch - owners, sequencing, dependencies
  9. Appendix - systems touched, document index, interview log

Interactive entry point: Tech DD Readiness Score. Discovery pack: question bank. Practice packaging: Tech DD Lite.

2. Margin audit · sample findings format

Fictional merchant: “Cedar & Co.” · Shopify + one marketplace · illustrative only.

Typical return: 3–5 findings by email. Each finding follows the same shape.

Finding card pattern

FieldExample (invented)
TitleMissing COGS on 18% of SKUs inflates reported margin
SeverityAmber · material for contribution decisions
SignalSKU export sample; blank cost field rate
Indicative impact£4–7k / month uncertainty (band, not audit)
Why it mattersAd and discount decisions use the wrong contribution
Next checkReconcile top 50 SKUs by revenue to supplier costs

Sample pack outline

  1. Scope and data used (what was and was not checked)
  2. Headline band from the leakage calculator (if run)
  3. Findings 1–N in the card format above
  4. What we did not verify (limits)
  5. Optional: fixed-fee diagnostic CTA if gaps justify it

Paid deep-dive + proposal append

  1. Blended margin by channel / cohort
  2. SKU contribution waterfall (top issues)
  3. Leakage map with £ ranges
  4. Proposal append - Quantsole / plumbing package, £1k light vs £2k full diagnostic packaging already delivered, recommended build fee band

Interactive entry point: Shopify Margin Leakage Calculator. Practice packaging: margin framework.

3. Maturity diagnostic · sample table of contents

Fictional client: “Helix Components Ltd” · mid-market manufacturer · illustrative only.

  1. Executive summary - band, weakest dimension, three costed paths in one page
  2. Method - interviews, systems reviewed, scoring scale
  3. Dimension scores
    • Data quality
    • Governance
    • Infrastructure
    • Analytics capability
    • AI readiness
    • Commercial alignment
  4. Pyramid placement - level 1–5 narrative with evidence
  5. Priority gaps - ranked with commercial consequence
  6. Three paths - Quick win / Medium / Transformation (effort and sequencing)
  7. 90-day plan - owners and checkpoints
  8. Appendix - score detail, systems map excerpt, glossary

Interactive entry points: Enterprise Data Maturity and AI Readiness Scorecard.

How to read these samples

  • Use them to brief internal stakeholders on what “good packaging” looks like.
  • Do not treat invented £ figures or scores as benchmarks for your business.
  • For real work, evidence from your systems replaces every illustrative line.