Firm Capacity / inspectable work
Open the working records
Fictional supporting records · Northbank example · version 1.0 · 26 September 2026. These are authored teaching records, not client documents, actual approvals or executed model outputs.
B-01: scope and accepted delivery brief specimen
Case NB-EX-01. Service: operating-model diagnostic for one business unit. Deliverable: reviewed findings report and action handover. Method: M-01 version 1.0. Scope excludes staffing recommendations, regulated assurance, litigation, investment advice and client-system changes. Requested evidence: approval log, responsibility map and authorised interview notes. Partner approval and delivery-lead acceptance are proposed gates; this specimen supplies no real signature or authority.
Required brief fields: case/scope version; client decision sought; permitted sources and rights; exclusions; reviewer/deputy; acceptance criteria; unresolved gaps; milestone evidence; finance and reuse owner. Return if scope and requested conclusion disagree. W1 accepts only when the delivery lead records the exact version decision.
S-01: responsibility map excerpt
Synthetic document v1.0: 'Engagement lead prepares recommendations. Practice reviewer approves material conclusions. Client sponsor decides which actions to implement.' This supports role boundaries, not the adequacy of staffing levels.
S-02: approval-log excerpt
Synthetic document v1.0: 'Case A: handoff sent Monday; reviewer received Wednesday. Case B: handoff sent Tuesday; receipt date not recorded. Neither entry records staff workload, cost or the reason for delay.' The evidence supports a recorded delay and a missing receipt. It does not support a broad estimate of lost revenue or a staffing recommendation.
Source register specimen
| Source ID | Version / permitted use | Locator | Rights / decision |
|---|---|---|---|
| B-01 | v1.0, same example case | Scope and brief above | Fictional teaching record; live source rights not granted |
| S-01 | v1.0, role comparison | Responsibility excerpt above | Same example case only |
| S-02 | v1.0, finding support | Approval-log excerpt above | Same example case only |
| M-01 | v1.0, diagnostic method | Method excerpt below | Teaching method, no professional endorsement |
M-01: method excerpt
Record the source and locator for each material observation. Separate observation, interpretation and recommendation. Identify missing or contradictory evidence. A qualified reviewer records the disposition before issue. Do not infer headcount, causality or commercial value from a handoff date alone.
X-01: challenged finding, return and revised result
Prepared draft (authored specimen): 'The client can safely reduce its leadership team by two roles.' Cited source: S-02.
Fictional reviewer disposition: reject the staffing inference as unsupported and outside B-01's scope. S-02 contains neither workload nor staffing evidence. Retain the handoff observation. Return any staffing request to the managing partner for a separate scope decision; do not gather staffing evidence or prepare that advice without an authorised scope change. This is not a real review signature.
Revised finding: 'The sampled approval records show an unresolved handoff; leadership structure cannot be concluded from this evidence.' Supporting passages: S-02 entries A/B. State: revised draft, awaiting actual qualified approval in any real use. No customer issue occurred.
Handoff specimen: case NB-EX-01; finding X-01; S-02v1.0; method M-01v1.0; disposition reject inference/revise observation; owner qualified reviewer role; next action return staffing request to managing partner; analyst may clarify only the in-scope handoff. Acceptance receipt: not applicable to this fictional demonstration. This record shows the decision format, not evidence that a deployed control ran.
C-01: close-out and reuse checklist specimen
Before finance handoff: exact professionally approved report ID; actual customer acceptance or conditions; scope/milestone reference; outstanding actions; finance decision owner; case/milestone duplicate key. None of those real approvals exists in this example. Finance controls invoice issue and collection records.
Before reuse: source rights; confidentiality restrictions; method-only content; named practice-lead decision; permitted library/recipient; review date. Unknown rights means no reuse. Removing names does not automatically create reuse permission.
L-01 and A-01 to A-04
Open synthetic-effort-ledger.csv for the stage-by-role hours. W1 includes allocated pursuit/scoping effort per completed case of 1 senior, 1 analyst and 0.2 operations hours, including a share of unsuccessful pursuits; these manual hours remain in both baseline and target. Open synthetic-model-inputs.json for volumes, setup, oversight, headroom, demand and cash assumptions. The Blueprint §08 shows every formula. None is a measured customer result.