Summary
- The problem
- A pre-read shows what happened. The decisions are in there somewhere, and someone has to find them before the meeting, or in it.
- Seal’s approach
- Neil starts from its own findings, each already resting on the rows and emails behind it, and adds up the money and the dates in code.
- What changes
- The meeting opens on a short list of decisions, and whatever won’t wait for it has already been raised.
- Where to start
- One month’s exports and mailboxes, with the last pre-read you sent, to compare. Book a demo.
1A pack of charts isn’t a decision.
The pre-read for a sales and operations meeting is usually a deck: a chart for each function, built from exports, reviewed by whoever owns it. The numbers in it have often been adjusted by hand. At three manufacturers, 61% to 92% of statistical forecasts were adjusted, 34.4% of upward adjustments went in the wrong direction and 66.4% were over-optimistic.¹
The meeting needs what the plant shows and what it has to choose between.
2Start from what the run already found.
Neil’s morning run already holds every finding across demand, forecasts, suppliers, invoices and changes, each resting on the rows and emails behind it. The pre-read adds them up in code: work order value short of material, money about to be spent on nothing, money to recover, and every dated decision before the end of the month. Nothing is typed in, and a line with nothing under it doesn’t appear. When every line’s load is under capacity, as it was here, there is no capacity decision to raise.
3Four lines at Acme Medical.
For fictional Acme Medical’s meeting on Wednesday 11 November 2026, Neil rolled 38 findings up to four lines.
| Line | What it says |
|---|---|
| Decide | $911,020 of work orders find PEBA 72D short before a new order could dock: ask the other plant, or say whose orders wait |
| Stop | $108,888: PO 4500-1188 for a programme that has ended, and invoice AW-77702, billed twice |
| Recover | $18,431 overbilled by three suppliers |
| Won’t wait | Four decisions fall due by 30 November. PO 4500-1180 docks 10 November, the day before the meeting |
4People decide in the room.
Neil writes the pre-read. It never changes the plan, an order or a date. Whoever owns each line decides, and the decision stays with its evidence.
5Start with one month.
Bring one month’s exports and mailboxes with the last pre-read you sent. Compare what each says the meeting should decide.
References
- 1Fildes, Goodwin, Lawrence and Nikolopoulos, Lancaster University working paper 2006/054, Tables 1 and 7a; published in International Journal of Forecasting, 2009. Paper
ACapabilities
| Capability | What it covers |
|---|---|
| Roll-up | Add up findings across demand, suppliers, invoices and changes, in code. |
| Decisions | Lead with what is at risk and needs a decision, with the choice stated. |
| Stop and recover | List money about to be spent on nothing, and money to ask for back. |
| Dated list | List every dated decision before month end, and what falls due before the meeting. |
| Evidence | Link every line to its findings, and each finding to the rows and emails it rests on. |
BConnected records
CQuestions and answers
Does this replace our planning system?
No. Neil reads what your systems and people already hold, and writes one page before the meeting.
Where do the numbers come from?
Each is added up in code from findings, and each finding links to the rows and emails it rests on.
Can it run weekly?
It writes from the morning’s run, so it can be read before any meeting.
What data does a proof need?
One month’s exports and mailboxes, with the last pre-read you sent. No live access is needed.






