A local planning tool

Write the matter.
Before opening the folder.

Six questions that make a record review easier to scope. This tool sends nothing and stores nothing. Keep sensitive names and confidential facts out until you have agreed a secure handover.

What decision has to be made?What is the decision deadline?Which amount or change needs to be explained?Which records do you already hold?Which approval, revision or payment link is missing?What single question would change your next step?

Your entries stay in this page only.

Use a decision, not a verdict.

“Which issued revision supported this change?” is a reviewable question. “Prove someone was at fault” starts with an outcome and can hide the records that would support a different explanation.

List the original contract, issued revisions, instruction, change approval, invoice and payment separately. They may describe the same work, not six separate costs. Mark the missing link before adding the figures.

Write the matter.Before opening the folder.

Use a decision, not a verdict.

Write the matter.
Before opening the folder.