When to use it. Before making a decision or updating the corresponding product. You can use a spreadsheet, a document or a notebook; no software licences are needed.
How to use it
- Start with the real decision or question you need to resolve and set a cut-off date.
- Fill in only what can be verified; write NOT VERIFIED when data is missing.
- Separate observed facts, hypotheses and implications, and name a reviewer.
- Keep the original version and record relevant changes when you update it.
Do it yourself
Editable template
Decision and scope:
Priority questions:
Sources, method and cadence:
What is out of scope:
Owner and deputy:
Validation and escalation rules:
Product, recipient and frequency:
Useful indicator and review date:
Company A case · simulation
Fictional caseGuided example · Company A
Company A reviews a selection of sources twice a week and issues a monthly note for innovation; a critical regulatory signal triggers an extraordinary review.
Educational simulation: fictional information and organisations.
Mistake to avoid
The cadence must reflect the speed of change and the consequences of a delay.
Final check
- Is it clear which decision or need it serves?
- Can the evidence be located, and is it dated?
- Are uncertainties and limits made explicit?
- Can someone else repeat or review the work?
Notice: entirely fictional case. The tools are for educational purposes; they do not represent an audit or certification.