Fit Note
- What we saw
- What you told us
- What we think might be true
- What we do not know
- One useful next step
To keep whether or not you proceed.
Search question; permitted sources; relevance criteria
Find permitted internal or external material and explain its relevance.
Cannot infer buying intent or bypass access; source quality and significance stay human.
Proposed specification; existing catalogue definition observed
Hands on
Research lead
Agreement, approved plan, method, confirmed commitments, current evidence and output state
Carry the agreed service through mobilisation, work dependencies, implementation checkpoints and closeout.
Cannot invent client acceptance, move commitments without authority or certify outcomes.
Proposed new specification
Hands on
Engagement lead
Approved role/permission data, current portfolio, obligations, commitments and vendor/service records
Prepare cross-engagement operating exceptions, obligations, people handovers and supplier/capability decisions.
Cannot make employment/access/procurement decisions or alter retention outside authorised owner scope.
Proposed new specification
Hands on
Operations owner
A01specialist
Find permitted internal or external material and explain its relevance.
Cannot infer buying intent or bypass access; source quality and significance stay human.
Research lead
A02specialist
Organise documents or authorised interview material into traceable observations.
Interview coding is a method-specific configuration; cannot claim representativeness or causal certainty.
Evidence owner
A03specialist
Prepare comparisons, scenarios and workpapers against agreed assumptions.
Calculations run in deterministic tools; no self-approved staffing, financial, investment or professional decision.
Qualified specialist
A04specialist
Prepare proposals, reports, briefings or internal documents from permitted reviewed material.
No invented evidence, fee, commitment, qualification or external sending.
Author or engagement lead
A05specialist
Compare versions and prepare the affected edits and review questions.
Unknown dependency coverage remains visible; consequential changes invalidate affected review state.
Author and accountable reviewer
A06specialist
Assemble support, consistency checks and challenges for the accountable reviewer.
Does not certify professional quality; using another model is not independent human professional review.
Accountable reviewer
A07specialist
Prepare sessions and propose decisions/actions from authorised notes.
No assumed recording permission, inferred agreement, automatic client communication or coaching evaluation.
Facilitator or client lead
A08specialist
Find or propose reusable methods, precedents and learning material with rights and limits.
Anonymisation is not reuse permission; method owner approves publication; no employee ranking.
Method/knowledge owner
A09business coordinator
Carry the agreed service through mobilisation, work dependencies, implementation checkpoints and closeout.
Cannot invent client acceptance, move commitments without authority or certify outcomes.
Engagement lead
A10business coordinator
Prepare feasible staffing and reviewer options across committed work and explicitly uncertain pipeline.
Cannot infer private performance, approve hires/spend or allocate without the permitted owner/rule.
Operations or practice lead
A11business coordinator
Connect service requests and actual effort to the agreed scope and prepare explainable commercial choices.
Cannot approve price, give legal interpretation as settled advice, alter contract or turn silence into consent.
Partner or engagement lead
A12business coordinator
Assemble reliable preparation for billing, receivables, effort/expenses and financial reviews.
Cannot invent billable time, post/pay/collect without specific authority, or treat issue/invoice as acceptance/payment.
Finance owner
A13business coordinator
Maintain useful continuity across objectives, conversations, concerns, recurring service and next work.
Cannot infer consent, promise advice/terms, auto-upsell or communicate externally without applicable authority.
Account or client lead
A14business coordinator
Prepare cross-engagement operating exceptions, obligations, people handovers and supplier/capability decisions.
Cannot make employment/access/procurement decisions or alter retention outside authorised owner scope.
Operations owner
A15business coordinator
Translate observed client needs and delivery learning into testable service concepts and launch decisions.
Cannot invent demand, approve launch/price, generalise client evidence without rights or promise business outcomes.
Practice or firm leader
A16business coordinator
Prepare relevant opportunities, discovery, bids and practice communication from actual service capability and permissioned proof.
Cannot fabricate credentials, buying intent, prices or proof, or publish/contact prospects without applicable authority.
Partner or business‑development lead