Critical Thinking! Drill down & think through the Process

This is the key to a detailed proforma… Look at each data point and think through what determines that number or date? Is there a next-level calculation that goes into it?

Is it a milestone or a task? What needs to happen for a task to be completed… time, labor, cost… How does it affect other tasks or milestones?

When a proforma is intended to be detailed, it becomes the roadmap to drill down into those details…