When to use it
At investment reviews, expansion, handover or exit.
Fields to complete
| Field | Your notes |
|---|---|
| Baseline, comparison tasks and time window | Add known information, your judgment or an open question. |
| Capability, behavior, business and financial improvements | Add known information, your judgment or an open question. |
| Full costs and distribution of work | Add known information, your judgment or an open question. |
| Key assumptions and remaining uncertainty | Add known information, your judgment or an open question. |
| Costs of continuing, narrowing, expanding or exiting | Add known information, your judgment or an open question. |
| Receiving team, access and support | Add known information, your judgment or an open question. |
| Recipient-led pause and recovery rehearsal | Add known information, your judgment or an open question. |
| Product feedback and review conditions | Add known information, your judgment or an open question. |
Example entry
Keep overnight use on hold until takeover staffing is verified. Ask the receiving team to handle an unknown tool outcome independently, then have the business owner decide on expansion.
From the fictional Beichen case. This shows one way to write an entry; your analysis may lead to a different choice.Check your work
Do not equate minutes saved with cash. Verify recipient-led operation and name an owner for every responsibility.