Make work easier to hand off
Turn working notes into decisions and next steps
Organise a meeting, research question, or spreadsheet task into a reviewable work product with clear assumptions.
A fictional example was checked by the author against the acceptance criteria. No model was run.
Your three-step path
Start here, then build on it
Open each official resource when you are ready.
- 01Free resource
Organise meeting notes
Extract decisions, actions, owners, deadlines, and unanswered questions.
Official resource · Turn notes into action items · English
Open resource - 02Free resource
Research with evidence
Build a comparison that ties each claim to supplied source material.
Official resource · Research with evidence · English
Open resource - 03Free resource
Explain a spreadsheet formula
Document the calculation, assumptions, and checks for blank or unusual values.
Official resource · Explain a spreadsheet formula · English
Open resource
The result
What you will prepare
Leave with a concise summary, assigned actions, and open questions that have not been guessed.
- A summary of decisions and evidence
- Action items with owner and deadline or marked unassigned
- A short list of assumptions and unresolved questions
Before you begin
Have these details ready
- Redacted notes or source excerpts
- The audience and purpose of the output
- Known owners, dates, definitions, and format limits
Share only information needed for the task. Remove passwords, secrets, and personal details that are not required.
Illustration
A fictional worked example
Example checked. A fictional example was checked against the path checklist. No model was run.
A fictional project team shares redacted notes with two decisions and three actions. One action has no owner or deadline, so the summary leaves both unassigned and asks the team to confirm them. Decisions stay separate from the discussion. The other owners and deadlines are present in the notes. No calculation is included because the notes contain none. Confidential names were removed.
Your final pass
Review before you use it
- Are decisions separated from discussion and suggestions?
- Are owners and deadlines present in the notes?
- Can calculations be reproduced from the supplied data?
- Have confidential names and identifiers been removed?