Delivery Methodology
Stakeholder Communication Framework
DraftA four-stage protocol for presenting analytical findings to mixed technical and non-technical audiences
Developed at CASM Technology · Senior Data Scientist
Overview
Context & Challenge
When presenting analytical findings to a mixed audience — some technical, some not — the natural instinct is to lead with what was built: the pipeline, the model, the metrics. But a mixed audience anchors to its own question first: what decision are they trying to make, and does this work actually help them make it?
This framework structures a presentation (or written report) around the audience's decision rather than the analyst's process, while still building the credibility a technical stakeholder needs to trust the result.
Approach
Four-Stage Framework
1. Anchor to the decision. Open with the question the audience is actually trying to answer — not "here's what I built" but "here's the question we were trying to answer." Everything that follows serves that question.
2. The funnel — what went in, what came out. Establish trust in the inputs before presenting outputs. Describe data sources and scale at a high level — "we analysed X from Y sources" — not pipeline architecture. Non-technical audiences need to trust the funnel before they'll trust what comes out of it.
3. Output translated to business meaning. Present findings in terms of what they mean for the audience's decision, not in terms of model metrics. "30% of your flagged cases are false positives" lands; "precision is 0.7" doesn't.
4. Engineered next steps. List next steps that actively steer the audience toward the ones that maintain momentum, and away from the ones that introduce blockers or rabbit holes. This is the consultative part — shaping what the audience thinks the next question should be, not just reporting what could happen next.
Rationale
Why It Works
The framework separates what the analysis does from what the audience needs to act on — most technical presentations conflate the two, leaving the audience with an understanding of the work but not of what to do next.
The engineered next-steps stage is what distinguishes this from passive reporting. Most presentations list next steps neutrally; this framework treats them as a lever — actively steering the engagement toward productive next questions and away from dead ends, ambiguity, or scope creep.
Applied in
Used when presenting findings to clients with mixed technical and programmatic stakeholders, including the Global Fund Advocacy Evaluation (Bill & Melinda Gates Foundation, via ITAD) and the Investor Sentiment Index (FCDO / British International Investment, via ITAD).