The idea to put into practice.
A useful request names the client or project, the question and the output. ‘Summarize open decisions before the client review’ is easier to judge than ‘summarize everything.’
Ask for the source behind important statements. Linked work may contain outdated details and competing versions. A person must decide which record is authoritative.
The current preview demonstrates proposals and assistance. Do not assume a preview accessed an external service or completed an action.
A useful way to approach it
- Name the relevant work.
- State the decision.
- Ask for a bounded output and sources.
- Identify missing information.
Try it with fictional work.
Rewrite ‘Help with Northstar’ as a project review request. Include output, records and the missing decision.
Before you move on
- Work named
- Question bounded
- Output clear
- Sources checkable
Check your understanding.
Keep something useful.
Download the action sheet to reuse the exercise and checklist with your team.
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