01
Define the target
Translate the job description into a role blueprint and clear assignment.
Target role card Project assignment briefCANDIDATE BUILD METHOD · DELIVERY TOOLS
The right tool.At the right step.
Open the guide or template required for your current task. Your assignment specifies what to use, what to produce and where to submit it.
Use only the guide and template assigned for your current week. Submit your work by replying to the relevant Programme email. You will receive feedback and the next steps in that task thread.
02
Find and capture sources
Locate filings, capture the exact reference and standardise periods and units.
Where to find financial statements Navigate a filing Source capture sheet Units and periods guide Units normaliser03
Understand the company
Extract historical financials and compare the business with its sector.
Company snapshot Historical financials Sector comparison Growth and margin formulas Cash and leverage formulas04
Build the analysis
Choose the model assigned in your brief. You do not need to complete every template.
Forecast and scenario model Forecast formula guide Scenario guide Valuation model Valuation formula guide Analysis canvas05
Support the conclusion
Tie each claim to its source, build the thesis and present the analysis clearly.
Claim and evidence ledger Claim and citation guide Decision and thesis builder Chart builder Chart guide Project presentation06
Revise and defend
Check the submission, record revisions and prepare to explain the decisions.
Submission check Revision log Revision response card Written defence card Interview question pack Fact confirmation