4.5 — Communicating Value and Limitations to Stakeholders

CCAO-F Domain 4 · Task 4.5

What You Need to Know

Say what is true, including the parts that are not impressive. The report serves two audiences: the enthusiast and the sceptic.

Stating Value in Four Parts

1. The task
2. The before
3. The after
4. How you know

“The monthly board pack takes two hours instead of five, measured across three months” is a claim. “Claude has transformed how we work” is not. Every figure appears because somebody measured it over a stated period. A measured saving belongs to its task — never projected onto work the trial did not touch.

The Untested Category

Limitations get stated plainly: what still needs a person and why, what went wrong during the pilot, and what hasn’t been tested. Silence about the untested category gets heard as a claim.

A Caught Error Is Evidence

A booking confirmation with the wrong date that the read-through caught is evidence the checking step works — exactly what the sceptic needed to hear. Hidden and surfaced later, every other claim gets re-read as curated.

The Enthusiast and the Sceptic

• Enthusiast (“can it handle all of it now?”) → name what stays human, not a flat no
• Sceptic → measured result, named human step, straight account of what went wrong and how it was caught

Under-claiming is not honesty. Overcorrection with so many caveats that a working result sounds like a failure hands the sceptic a conclusion the data does not support.

Key Concept: The only number that can support a keyed answer is one the stem itself says was measured.

Exam Traps

• Presenting enthusiasm as evidence
• Projecting a measured saving onto untested work
• Leaving the pilot’s caught error out of the report
• Burying a working result under caveats