The working checklist

Make room for
the open questions.

Mark the prompts you have considered and use the notes to make your thinking concrete. There is no score for the quality of a plan.

Six prompts to consider

Use general descriptions. Keep customer names, confidential records and personal data out of these notes.

A specific audienceI can describe the situation and the decision being made.A visible evidence gapI have separated an observation from an assumption to test.An understandable offerI can explain the offer and its scope in one plain sentence.A supported claimI can identify evidence for the main statement in the message.A defined next stepI know the next action, its owner and what progress would mean.A review questionI know which new observation could change the plan.

Audience note

Message note

Next-step note

Make room forthe open questions.

Six prompts to consider

Make room for
the open questions.