Start with welcome. The entry pairs “Scope agreed” with “Day 1”. That pairing is useful only when it is clear why the context supports the state. A client may receive every required instruction and still be unsure about the order in which to act.
Begin with the constraint
Sequence the essentials around a first useful outcome. Explain the dependency behind each request for information.
Example: Welcome
The illustrative record contains scope agreed. Its state is day 1. Ask what evidence supports that state, which detail is still uncertain and whether the next person could understand it without reading a separate message thread.
Questions for a working review
- Define the decision the reader needs to make. For welcome, use “Scope agreed” as the starting context.
- Find the source behind the example record. For welcome, use “Scope agreed” as the starting context.
- Write down the open question before choosing a state. For welcome, use “Scope agreed” as the starting context.
A small exercise
Take one recent client onboarding example from your own process. Write its context without using a status label, then add the label separately. If the two contradict each other, investigate the source before updating the record. Compare the result with “Setup” in the demonstration to see which distinctions your process needs.
These are planning notes. The specimen is illustrative, and the preview does not process live work.
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