Decide what belongs in the appendix vs working files
Judges which detailed evidence, methodology notes, and source material the client needs in the appendix for credibility versus what stays in internal working files.
In / outFinished analyses, working files, engagement brief → Appendix contents list with rationale
You might say…
“I have thirty tabs of workings. Some of it should go in the pack. Most of it shouldn't. I need a principled cut.”
What it does
Judge which detailed evidence, methodology notes, and source material the client needs for credibility and confidence, and what stays in internal working files — drawing the line between supporting the headline findings and cluttering the pack. Used before assembling the backing materials.
Trigger: Use before assembling backing materials, to draw the line between what supports the headline findings and what clutters the pack.
Recognise the problem?
The primitives are the commodity part. The fastest next step is a conversation about composing them into something that works for you.
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