Select the purpose and audience
Define the scope and subject
Gather background information
Identify the problem or opportunity
Provide context (industry, setting, constraints)
Describe stakeholders and roles
Summarize the research approach or data sources
State the baseline situation (before)
Define goals and success metrics
Present the solution or intervention
Detail key actions taken (timeline or phases)
Explain resources used (team, tools, budget, processes)
Include implementation challenges and how they were addressed
Show results with supporting evidence (metrics, outcomes, before/after)
Include qualitative outcomes (quotes, observations, user feedback)
Compare outcomes against targets or benchmarks
Discuss lessons learned
Highlight what worked best and why
Note limitations and what could be improved
Provide implications for similar situations
Conclude with key takeaways and recommendations
Add supporting artifacts (figures, tables, screenshots, appendices)
Verify facts, figures, and citations
Ensure clarity, consistency, and readability
Use a clear structure and headings throughout
Include references and permissions for any proprietary materials
Prepare an executive summary section (optional)