A / READ THE SOURCE
From rough notes
to clear next steps.
Make an action list someone else can check. Keep missing decisions visible.
Harbour Workshop
- A1The team is considering a customer demonstration on 4 June. That date is provisional; no invitation has been sent.
- A2Leila will ask the venue for a written quote by 15 May. Nobody has approved a booking or deposit.
- A3Noah will prepare an invitation draft by 18 May. It is not to be sent yet.
- A4The room holds 18 people. Twelve customers expressed interest; none has confirmed attendance.
- A5Catering might be useful. No owner, budget or deadline has been agreed.
- A6Priya will review the quote and decide whether to proceed after it arrives. No decision deadline is set.
- A7A colleague said, “We should send the invitations on Friday.” This was an idea, not an agreed action; “Friday” was not given a calendar date.
- A8Invitations can only be sent after Priya approves the event and the date is confirmed. An owner and deadline for sending are not assigned.
Keep this source beside your worksheet. An expression of interest is not a confirmed booking.
A / GUIDED PRACTICE
Brief it. Check it.
Make one correction.
Use only A1–A8. Mark missing owners and dates as not assigned or not set. Keep ideas separate from agreed actions.
My brief: task, source context, output shape and boundaries
| Action or decision | Owner | Deadline | Status / dependency | Source |
|---|---|---|---|---|
Review with a partner
- Point to a source for every owner and deadline.
- Keep the event date provisional and attendance unconfirmed.
- Separate requesting a quote from booking or paying.
- Expose missing decisions without inventing commitments.
One correction I made — and the source I checked
B / NEW SOURCE
A fresh task.
A changed deadline.
Start a fresh document or conversation. Write your own brief from these notes.
Willow Repairs
- B1The team is preparing a new repairs enquiry page. Launch is not approved.
- B2Maya will draft the page text by 10 July.
- B3At the start of the meeting, Omar was asked to review that draft by 13 July. Later in the same meeting the team moved his review deadline to 15 July. Use the later agreed deadline; keep a note of the change.
- B4Jin will check a sample enquiry form after the page text has been reviewed. No deadline for the check is agreed.
- B5A sample enquiry contains fictional details only. Passing the sample check is not proof that a live form delivers email.
- B6The group suggested adding live online payments. No owner, provider or approval has been agreed; this is outside the current page task.
- B7The manager still needs to decide who handles incoming enquiries before launch. Neither a named decision owner nor a deadline is recorded.
- B8Someone said, “We could go live next week.” No launch date or launch owner was agreed. Launch needs the review, form check and enquiry-handling decision first.
B / INDEPENDENT ATTEMPT
Show your checks.
Use only B1–B8. Different wording is welcome when it preserves the same facts and unknowns.
| Action or decision | Owner | Deadline | Status / dependency | Source |
|---|---|---|---|---|
Change note: what changed, and why?
Up to three questions that would unblock the next step
How I checked the result
Help I used, if any
C / TAKE THE METHOD WITH YOU
Build a workflow
you can explain.
A useful result is one you can review and repeat. Choose the simplest method that fits the task.
Task, when to use it, and permitted inputs
Method: □ paper □ document template □ approved AI tool □ other