How to use it
The agenda for every client review call. Walk it in order; don't skip the uncomfortable rows.
Copy and adapt
CLIENT REVIEW AGENDA Client: ______________________________ Date: __________ 1. THE OUTCOME Primary outcome: ______________________________ Baseline → current → target: ______ → ______ → ______ (Or: success is not defined yet.) 2. WHAT WAS OBSERVED Evidence with sources (Observed / Unknown, confidence; note the run's evidence basis): ______________________________________________________________ 3. WHAT REMAINS UNKNOWN Unknowns: ______________________________ Next verification for each: ______________________________ (Unknown is not zero and not a failing grade.) 4. WHAT SHIPPED Tasks completed this week: ______________________________ 5. WHAT THE RESULT SHOWS Task → measured value → provider → data-as-of → task-linked or workspace-wide: ______________________________________________________________ 6. WHAT IT DOES NOT SHOW (Distribution ≠ impact. Observed after ≠ caused by.) ______________________________________________________________ 7. NEXT WEEK'S DECISION Keep / simplify / skip / change: ______________________________ Owner: ______________________________