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C2 · DEL.1 → DEL.2.W01 → DEL.3 → DEL.4 → DEL.6.W01 · Example design

Give reviewers a finding they can check

A reviewer should be able to follow a finding back to its source. Trace a fictional capacity question from the signed brief through evidence, calculations and a decision pack prepared for professional review.

FROM THE FIRST RECORD TO THE NEXT REVIEWSigned work → reviewed decision pack

For practice lead and qualified reviewer. Example design, with the source, receiving owner and human review shown at each step. Your Blueprint’s three opportunities are selected after measurement.

01 / HANDOFF DESIGN

What goes in. What comes out. Who decides.

Select a stage to inspect the records it needs, the work it prepares and the person who accepts or returns it. Follow a role link to try its own fictional example.

C2 · DEL.1 → DEL.2.W01 → DEL.3 → DEL.4 → DEL.6.W01EXAMPLE DESIGN · HUMAN REVIEW AT EACH STEP

Choose a step to see the input, prepared output and person who decides. The complete sequence remains available below.

Signed work → reviewed decision packFive steps show what moves to the next owner. A returned decision goes from step 4 to step 3. Inputs, outputs and reviewers are written below.Permitted source packAccepted evidence registerReviewed findings basisSource-linked issue versionReviewer rejects findings01 · DEL.1Signed scopeEngagement lead02 · DEL.2.W01Evidence registerEvidence owner03 · DEL.3Traceable analysisQualified practitioner04 · DEL.4Issue draftEngagement lead05 · DEL.6.W01Client acceptanceClient / authorised l…
Selected handoff / 01

Signed scope

Engagement lead owns this step.

What goes in
Signed brief and access decision
What comes out
Mobilised case
Try a supporting role
Intake analyst · Case coordinator
Allowed sources and actions
Signed case and source boundary
Who decides
Lead approves plan and access
Other stop and return routes
  • Missing evidence or permission at DEL.2 returns to the evidence owner or stops the case; it never becomes a silent complete pack.
  • Client correction or dispute at DEL.6 returns to the engagement lead at DEL.4 for a controlled revision or formal resolution.
Read the full handoff and exception sequence
  1. Signed scope (DEL.1) — Engagement lead receives signed brief and access decision and produces mobilised case. The handoff is permitted source pack. Lead approves plan and access.
  2. Evidence register (DEL.2.W01) — Evidence owner receives permitted pack and exact question and produces versioned facts, gaps and conflicts. The handoff is accepted evidence register. Evidence owner accepts version.
  3. Traceable analysis (DEL.3) — Qualified practitioner receives accepted register and approved method and produces findings and alternatives. The handoff is reviewed findings basis. Practitioner owns conclusion.
  4. Issue draft (DEL.4) — Engagement lead receives approved findings and source trail and produces review-ready deliverable. The handoff is source-linked issue version. Qualified reviewer signs issue.
  5. Client acceptance (DEL.6.W01) — Client / authorised lead receives professionally approved version and produces acceptance, correction or dispute record. This is the recorded outcome. Client or authorised lead accepts.

Return path: Reviewer rejects findings sends work from Issue draft to Traceable analysis.

Missing evidence or permission at DEL.2 returns to the evidence owner or stops the case; it never becomes a silent complete pack.

Client correction or dispute at DEL.6 returns to the engagement lead at DEL.4 for a controlled revision or formal resolution.

02 / WHY ASSESS IT

What would make this worth changing?

Net scarce-role time per accepted output may improve if source work and corrections fall without weakening quality.

MEASUREMENT BASIS

Records to inspect

Signed scope, permissioned case pack, versioned evidence register, approved method, review and client acceptance receipts.

STOP / RETURN

Where it can fail

Missing or conflicting evidence, wrong tenant or unsupported conclusion stops work; rejected evidence or draft returns to its owner.

DESIGN ACCEPTANCE

Cases to test

Test ordinary, missing/conflicting, permission, wrong period, injection, tool failure, revocation and reviewer-return cases.

03 / SPECIALIST ROLES

Give each supporting role a clear job.

These candidate roles prepare specific parts of the work. Inspect the output and the reviewer before deciding whether a person, existing software, a rule or AI role is appropriate.

INTAKE

Intake analyst

Compare the case files with the agreed intake list and name what is missing.

Human review: The evidence owner accepts completeness and approves requests for more information. The role cannot admit restricted material.

Try this role’s example ↗
COORD

Case coordinator

Show who needs to act, what is overdue and which earlier decision is holding up the case.

Human review: The operations or account owner approves commitments and resolves missing cover. This example sends no reminders or reassignments.

Try this role’s example ↗
LIBRARIAN

Evidence librarian

Find the permitted passage, keep its version and flag anything that does not fit the question.

Human review: A qualified practitioner decides whether each source applies. A record from the wrong period remains a gap to resolve.

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CHECK

Quality checker

Compare the proposed output with the original evidence and explain each discrepancy.

Human review: The named reviewer decides whether to correct or issue the work. A clean check is not professional sign-off.

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ANALYSIS

Delivery analyst

Apply the agreed method to checked inputs and show the calculation and assumptions.

Human review: A qualified practitioner owns the conclusion. Missing or wrong-period evidence holds the calculation for review.

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RESEARCH

Public researcher

Answer an approved public question with sources, dates and visible uncertainty.

Human review: The practice lead checks source quality and interpretation. The role cannot turn weak evidence into an approved claim.

Try this role’s example ↗
DRAFT

Deliverable writer

Turn approved findings into a marked draft with the source beside the claim.

Human review: The editor or partner approves issue or sending. An unsupported claim holds the draft; preparation is not permission to publish.

Try this role’s example ↗

Find out whether this could improve your firm’s capacity

Start with a no-fee Firm Capacity Fit Call about a constraint on client work. If the paid Blueprint is the right next step, it measures one important revenue path, fully designs three connected improvements and ranks the first installation. A simpler process or no installation may be the right answer. Installation is separately scoped; pricing is quote-specific.

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