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Capstone - The Mock Account Loop1 / 3

1 min lesson

Deliverable 3: the Executive Business Review

Show why this lesson detail matters. "Build the EBR you'd run with the VP Eng at the six-month mark."

Step 1 of 3

Build the EBR you'd run with the VP Eng at the six-month mark. It opens with their goals, pairs data with real developer stories and surfaces the renewal before they ask.

An EBR is a story about the sponsor's goals, with usage data as the evidence. The sponsor is skeptical of AI ROIReturn on Investment. The value gained versus what it cost, the language an economic buyer funds deals in. Press Enter for the full definition., so the structure matters more than the slides. Open in their language, prove value with paired data and stories, and make the renewal the next step of a program that already works.

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Full explanation

The ebr arc

The EBR arcSix moves, in order

  1. 1Open with their goals. Restate the outcomes the VP Eng named at kickoff, in their words. A line like "you wanted faster onboarding for new hires and less time lost on boilerplate review" works, but those two goals are invented for practice; the brief never gave any. You're graded on their scoreboard.
  2. 2Show progress in their metrics. Map your telemetry onto those goals. Activation and depth of use are your proof, framed in a sentence like "three quarters of the pilot org now uses Agent on real tasks weekly." That figure is an invented example; use your own telemetry.
  3. 3Pair each number with a story. For every metric, bring one concrete, named workflow win. The data proves scale; the story makes it real and memorable to a CTO.
  4. 4State value honestly. Talk about time reclaimed and friction removed without claiming a fabricated productivity multiplier. Credibility with a skeptical sponsor is worth more than a big number you can't defend.
  5. 5Bring the forward plan. Show the next two quarters: the wave to new BUs, the depth targets and where you see expansion. The sponsor should see momentum, not a victory lap.
  6. 6Surface the renewal early. Name the renewal timeline now and tie it to the realized value, so it arrives as a continuation of a working program with no year-end surprise.
Say it like this

"Six months ago you sponsored a 600-seat agreement and named the goals you wanted this program to hit. I'll take those goals one at a time and show where we stand against each. The security review is closed, so the pilot's results stand on their own, and we ran Copilot beside Cursor so you can see the comparison instead of taking my word for it. Then I'll show the next two quarters, renewal included, as the continuation of what is already working."

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Advanced table

Pairing data with workflow stories

QYou open the six-month EBR with the VP Eng. Which opening fits what the sponsor cares about?

Pairing data with workflow storiesThe credible-evidence pattern

The number
Agent acceptance up across the pilot org
Example story that makes it land
A senior engineer cleared a multi-file refactor in an afternoon that used to eat two days
The number
WAU/MAU stickiness holding at six months
Example story that makes it land
A platform team encoded their conventions in .cursor/rules/ so new hires ship correct code in week one
The number
Depth-of-use climbing past autocomplete
Example story that makes it land
A squad used Agent to drain a flaky-test backlog that had stalled their release for a quarter

These stories are invented examples; yours must be real and named. Numbers without stories feel like a sales deck, and stories without numbers feel anecdotal, so the EBR needs both, paired.