CADENCE SHEET / 03
A clearer routine,
month after month.
Agree the inputs, keep the questions visible, and know what comes back at the end of the month. The handoff should be as clear as the records.
- 01 / INPUT
Gather
Agree which records the business provides through its own secure process.
- 02 / REVIEW
Organize
Classify agreed records and identify items needing a business decision.
- 03 / QUESTIONS
Clarify
Keep unresolved items visible and assign the next action.
- 04 / HANDOFF
Explain
Present the agreed summary, notes and open questions together.
Before the first month
Confirm the record sources, secure exchange method, reporting expectations and responsibility for decisions.
0 of 4 checked
At the handoff
Bring the summary and unresolved items together so the next conversation begins with context.
Open the reporting example