Draft the operating guide and decision log
Drafts the operating guide and decision log that enables the client team to run the delivered solution without the consultancy — covering usage instructions, decision rationale, and known edge cases.
In / outDeliverable, handover session notes, open questions log → Operating guide and decision rationale log
You might say…
“Six months from now, they'll be running this without us. The operating guide is the thing that means they don't need to call.”
What it does
From the deliverable, working notes, and assumptions made during the engagement, write the durable reference material that lets the client operate the result without the firm — how-to guidance, the decisions encoded, and the assumptions they rest on. Used to produce the self-sustaining documentation left behind.
Trigger: Use when the deliverable includes an ongoing process, tool, or capability the client team will operate independently.
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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