When my team debated the depth of Technical Analysis for a market outlook report, we resolved it by setting clear objectives. For example, during a pre-budget rally, some wanted to dive into multi-year trends, while others favored recent price action. With limited time, we used a decision matrix, prioritizing factors like short-term impact and data availability. By allocating time slots for each focus area—fundamentals for 10 minutes, chart patterns for 15—we struck a balance. This not only streamlined the process but ensured the analysis aligned with immediate market needs, keeping the report actionable.

Focus on the client's priorities and key deal objectives. Facilitate a quick discussion to align on the scope that delivers the most value, ensuring it meets the deadline while addressing critical insights. Delegate non-essential details for later follow-up if needed.

Separate “must-haves” from “nice-to-haves”: List what absolutely needs to be included versus optional deeper analysis. Example: "Do we need to model all scenarios, or will analyzing the top three suffice?" Weigh trade-offs: Discuss the impact of spending more time on deeper analysis versus completing the project on time. Present the evidence: Use existing findings to argue for or against more depth. Example: "The current data already shows a strong correlation. Additional analysis might not significantly change the outcome." Estimate ROI: Highlight the potential value of additional analysis versus the effort it requires.