I would use this worksheet to prepare for a client conversation. I can copy the blank plan into my own note or use my browser’s print command. Nothing needs to be submitted to this page.
Copy the blank plan
Working record label and version:
Meeting question:
Which discussion or decision needs preparation?
My entry:
Research check:
Which fact or uncertainty could change the conversation?
My entry:
Suitable source:
Identify the actual source or authorized record and its reference.
My entry:
Adequate evidence:
What does the source establish? Keep its information date,
the date checked and its scope limits separate.
My entry:
Stop rule:
When will I use the evidence, leave the gap open or ask?
My entry:
Further verification needed:
Which consequential conflict or uncertainty still needs attention?
My entry:Unknown dates and facts stay unknown. I would record when I check a source separately from the date of the information it contains.
Check the handoff
Before using the plan, I would confirm that each research step serves the meeting question, each factual observation has a source, and missing detail has not become an assumed problem. If the meeting purpose is unclear, clarifying it comes first.
I would confirm authorization for the particular tool and use before uploading private client material.
The research-checklist article explains the method and includes a fictional example. The illustration represents no real client work or measured result.