Question $3$

You're preparing a financial report for a client to show how they're performing relative to their competitors. This is the second year that your department is delivering this report to the client, and the report is due tomorrow. You notice similar trends in the data as the previous year, which shows they are underperforming in the same areas. The report needs to include recommendations based on the data. You know the client was very happy with the recommendations from the previous report, so you wonder if those recommendations could apply this year given the same results.

Spend time looking into the underlying reasons for the trends to see if the recommendations need to be updated.

Include similar recommendations to the prior report as the client was very happy with them and the results look the same.

Discuss the results with your manager to see what they've done in similar situations in the past with other clients. Worst and best decision?