Structured commenting and feedback for financial model review

Model review is essential for error reduction. For a review to be effective, we need to make it easy to leave comments in a model.

Like so much that we do when modelling, we should think of reviewing and commenting on a model as a workflow.

What makes a good workflow?

  • Comments must be easy to leave.
  • They must be connected to specific areas of the model.
  • It must be easy to gather all the comments into one list that the recipient can review - they should not be hunting through the model looking for the comments.
  • It must be easy to clear the comments and any associated formatting once they have resolved the issue.

This section looks at a simple commenting tool we have added to the Productivity Pack to make all of this easier.

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