# Sample Report Outlines
Illustrative anonymised sample report outlines: Tech DD lite structure, margin audit findings format and maturity diagnostic table of contents. Not real client data.
# Sample Report Outlines

     Rodan · Illustrative samples only · guides.rodan.io

   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.

     Print outlines **
    [Browse tools](/tools)

#### 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.

- **Engagement summary** - scope, period, interviewees, systems in scope

- **Overall band** - e.g. Amber (mean 2.9 / 5) with one-paragraph narrative

- **Scorecard (12 criteria)** - table: criterion, score 1–5, evidence note, risk flag

- **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.”

- **Strengths worth preserving** - short list so the report is balanced

- **Remediation options** - Light / Full paths with indicative effort bands (not formal quotes)

- **Costed proposal append** - Light £2k vs Full £3k packaging, recommended follow-on engagement class, sequencing

- **100-day plan sketch** - owners, sequencing, dependencies

- **Appendix** - systems touched, document index, interview log

     Interactive entry point: [Tech DD Readiness Score](/tools/tech-dd). Discovery pack: [question bank](/resources/tech-dd-question-bank). Practice packaging: [Tech DD Lite](/practice/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

          Field  Example (invented)

          Title  Missing COGS on 18% of SKUs inflates reported margin

          Severity  Amber · material for contribution decisions

          Signal  SKU export sample; blank cost field rate

          Indicative impact  £4–7k / month uncertainty (band, not audit)

          Why it matters  Ad and discount decisions use the wrong contribution

          Next check  Reconcile top 50 SKUs by revenue to supplier costs

### Sample pack outline

- Scope and data used (what was and was not checked)

- Headline band from the leakage calculator (if run)

- Findings 1–N in the card format above

- What we did not verify (limits)

- Optional: fixed-fee diagnostic CTA if gaps justify it

### Paid deep-dive + proposal append

- Blended margin by channel / cohort

- SKU contribution waterfall (top issues)

- Leakage map with £ ranges

- **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](/tools/margin-leakage). Practice packaging: [margin framework](/practice/margin-framework).

## 3. Maturity diagnostic · sample table of contents

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

- **Executive summary** - band, weakest dimension, three costed paths in one page

- **Method** - interviews, systems reviewed, scoring scale

- **Dimension scores** Data quality

- Governance

- Infrastructure

- Analytics capability

- AI readiness

- Commercial alignment

- **Pyramid placement** - level 1–5 narrative with evidence

- **Priority gaps** - ranked with commercial consequence

- **Three paths** - Quick win / Medium / Transformation (effort and sequencing)

- **90-day plan** - owners and checkpoints

- **Appendix** - score detail, systems map excerpt, glossary

     Interactive entry points: [Enterprise Data Maturity](/tools/data-maturity) and [AI Readiness Scorecard](/maturity/assess).

## 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.

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