Review area,Observation,Next action,Owner,Due date,Status
INSTRUCTIONS,Review exceptions; do not copy the entire task list.,Select a small number of decisions and give each an owner.,,,Guide
EXAMPLE: Cash timing,Expected receipt has not arrived.,Check the agreed payment date and contact route.,Assign owner,,Not started
EXAMPLE: Capacity,One specialist has 28 of 30 delivery hours committed.,Reassign eligible work before accepting another specialist task.,Assign owner,,Not started
EXAMPLE: Pipeline,Proposal awaits a decision at the buyer’s planning meeting.,Clarify one open scope choice before that meeting.,Assign owner,,Not started
Delivery,Which commitment is at risk before the next review?,,,,Not started
Cash timing,Which receipt or payment changed?,,,,Not started
Capacity,Which person or dependency is the bottleneck?,,,,Not started
Pipeline,Which opportunity has an agreed next decision?,,,,Not started
Last week’s priorities,What is still relevant; blocked; too large; or no longer needed?,,,,Not started