Home / FDD templates / Management questions bank for FDD
FDD guide

Management questions bank

Questions asked on real engagements, grouped by area, with a column for the schedule that usually prompts them. Filter by area, copy into your MQ log.

Built into ZAF Tools workflows and generated from your mapped trial balance.

What it covers

  1. Revenue and margin questions
  2. Cost base and headcount
  3. Working capital and net debt
  4. Forecast, systems and controls

Why it matters in due diligence

This is one of the core workpapers of a financial due diligence engagement. The layout above is the one we used on live mandates before automating it in ZAF Tools.

Build it from your trial balance instead

Inside ZAF Tools, Import and Map TB, AI Map and Build FS create the statements this schedule draws on. Run Full FDD then produces statements, commentary and management questions in one pass. See how Management questions works, or calculate the hours saved.

Comparing tools? See ZAF Tools vs cloud QoE platforms.

Insert this template from the ZAF ribbon

Book a 30-minute live demo on your own trial balance, or request a trial for your team.