The CFO Field Kit

Your NDR line nets away the composition your board should be asking about. The kit is the working end of the research: recognize the pattern alone, from your own systems, score it with artifacts only, diagnose it across the ELT, and commit to it, publicly.

Evidence Checklist
Nine signals, all visible from the finance seat alone
Triage Rubric
One page, five numbers, four verdicts. Artifacts only
Question Set
The finance self-audit first, then the leadership team
Board Slide
The template that demands exactly the rubric’s five inputs

The Field Kit

Four instruments: an evidence checklist, a one-page triage rubric, a causation question set, and the board slide template. Artifacts, not opinions.

The Reading Path

The finance-seat route through The Retention Reckoning: what this chair owns, and the chapters to start with.

The Diagnostic

The prerequisite diagnostic the report’s Playbook requires before any redesign. 12 to 15 minutes, full results, no email required.

Every chapter of the research stays ungated, permanently, at research.successcoaching.co. Only the kit gate collects anything.