Chapter 1
Plan the claim
Start with what a reader needs to believe and what would prove it.
Why this matters
A strong result begins with an explicit decision and a proportionate evidence boundary. Record what is known, what is reported by another party, what is inferred and what remains untested. This prevents enthusiasm, seniority or polished presentation from being mistaken for operating proof.
Do the work
List five capability claims and remove vague adjectives. Name the owner, affected people, dependencies, risk and review date. Where another organisation or person is involved, confirm their role, permission and expectations rather than assuming agreement.
Review questions
- What decision will this evidence support?
- Whose experience, data or opinion is it?
- What could make the conclusion inaccurate or unsafe?
- What is the smallest useful next test?
- Who can challenge or approve the result?
Practical checkpoint
Do not move on because a document exists. Sample a real record, observe the process where possible and ask whether a capable third party could reproduce the reasoning. Record a proceed, change, pause or stop decision and the evidence behind it.
Chapter 2
Record your role
Separate what you owned, supported, observed and learned.
Why this matters
A strong result begins with an explicit decision and a proportionate evidence boundary. Record what is known, what is reported by another party, what is inferred and what remains untested. This prevents enthusiasm, seniority or polished presentation from being mistaken for operating proof.
Do the work
Write an accurate contribution statement for every project. Name the owner, affected people, dependencies, risk and review date. Where another organisation or person is involved, confirm their role, permission and expectations rather than assuming agreement.
Review questions
- What decision will this evidence support?
- Whose experience, data or opinion is it?
- What could make the conclusion inaccurate or unsafe?
- What is the smallest useful next test?
- Who can challenge or approve the result?
Practical checkpoint
Do not move on because a document exists. Sample a real record, observe the process where possible and ask whether a capable third party could reproduce the reasoning. Record a proceed, change, pause or stop decision and the evidence behind it.
Chapter 3
Choose safe samples
Protect client, personal, tender and commercially sensitive information.
Why this matters
A strong result begins with an explicit decision and a proportionate evidence boundary. Record what is known, what is reported by another party, what is inferred and what remains untested. This prevents enthusiasm, seniority or polished presentation from being mistaken for operating proof.
Do the work
Obtain permission or create a redacted/simulated alternative. Name the owner, affected people, dependencies, risk and review date. Where another organisation or person is involved, confirm their role, permission and expectations rather than assuming agreement.
Review questions
- What decision will this evidence support?
- Whose experience, data or opinion is it?
- What could make the conclusion inaccurate or unsafe?
- What is the smallest useful next test?
- Who can challenge or approve the result?
Practical checkpoint
Do not move on because a document exists. Sample a real record, observe the process where possible and ask whether a capable third party could reproduce the reasoning. Record a proceed, change, pause or stop decision and the evidence behind it.
Chapter 4
Show decisions and results
Explain the problem, options, action, result, limitation and improvement.
Why this matters
A strong result begins with an explicit decision and a proportionate evidence boundary. Record what is known, what is reported by another party, what is inferred and what remains untested. This prevents enthusiasm, seniority or polished presentation from being mistaken for operating proof.
Do the work
Build one complete case record from source evidence. Name the owner, affected people, dependencies, risk and review date. Where another organisation or person is involved, confirm their role, permission and expectations rather than assuming agreement.
Review questions
- What decision will this evidence support?
- Whose experience, data or opinion is it?
- What could make the conclusion inaccurate or unsafe?
- What is the smallest useful next test?
- Who can challenge or approve the result?
Practical checkpoint
Do not move on because a document exists. Sample a real record, observe the process where possible and ask whether a capable third party could reproduce the reasoning. Record a proceed, change, pause or stop decision and the evidence behind it.
Chapter 5
Use references properly
Request factual, contactable confirmation and respect the referee's wording.
Why this matters
A strong result begins with an explicit decision and a proportionate evidence boundary. Record what is known, what is reported by another party, what is inferred and what remains untested. This prevents enthusiasm, seniority or polished presentation from being mistaken for operating proof.
Do the work
Create a reusable evidence request form. Name the owner, affected people, dependencies, risk and review date. Where another organisation or person is involved, confirm their role, permission and expectations rather than assuming agreement.
Review questions
- What decision will this evidence support?
- Whose experience, data or opinion is it?
- What could make the conclusion inaccurate or unsafe?
- What is the smallest useful next test?
- Who can challenge or approve the result?
Practical checkpoint
Do not move on because a document exists. Sample a real record, observe the process where possible and ask whether a capable third party could reproduce the reasoning. Record a proceed, change, pause or stop decision and the evidence behind it.
Chapter 6
Maintain the portfolio
Review dates, links, permissions and relevance over time.
Why this matters
A strong result begins with an explicit decision and a proportionate evidence boundary. Record what is known, what is reported by another party, what is inferred and what remains untested. This prevents enthusiasm, seniority or polished presentation from being mistaken for operating proof.
Do the work
Schedule a quarterly evidence audit. Name the owner, affected people, dependencies, risk and review date. Where another organisation or person is involved, confirm their role, permission and expectations rather than assuming agreement.
Review questions
- What decision will this evidence support?
- Whose experience, data or opinion is it?
- What could make the conclusion inaccurate or unsafe?
- What is the smallest useful next test?
- Who can challenge or approve the result?
Practical checkpoint
Do not move on because a document exists. Sample a real record, observe the process where possible and ask whether a capable third party could reproduce the reasoning. Record a proceed, change, pause or stop decision and the evidence behind it.