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Case math essentials

The five steps, the formulas that come up in almost every case, the shortcuts and the four traps. One page, ready to print.

3 minute read

Most math mistakes in a case are not hard arithmetic. They are a zero in the wrong place, a monthly number mixed with a yearly one, or the right answer that never gets a so what.

The five steps, every time

  1. Build your equation first: what you are solving for, one setup per calculation.
  2. Lay out the numbers, with units: per unit, per year; never monthly mixed with yearly.
  3. Calculate one line at a time, out loud, each line labelled.
  4. Sanity check: roughly the right size? Does it lean the way it should?
  5. The so what: against the client's goal: what we now know, and what is next.

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