VERIFIED ARTIFACT
Intake received
The intake answers are recorded as received. Follow-up questions still require confirmation.
ASSESSMENT FIELDBOOK
A shared record of what needs confirmation.
Assessment and implementation are separate. This review records proposed owners, available evidence, and next actions without turning assumptions into findings.
- 01GatherInputs and access
- 02AssessEvidence and risks
- 03ReviewFindings and options
SCOPE BOUNDARY
Recommendations first
Office equipment and AI opportunities are being assessed. Implementation, migration, and ongoing support require a separate agreement.
NEXT ACTIONS
Current ledger
ACTION LEDGER
Tasks and requests
VISIBLE HISTORY
Activity
Only activity available to your role appears here.