STEP 01
Reader
Who is this for, and what should they understand or decide?
Clear Work Communication Kit / Review
Document review checklist
Check reader, facts, structure and next step before anything is sent.
Editable checklistFILE 05
The structure
Work through it in order.
STEP 02
Purpose
Is the purpose stated early enough to be found?
STEP 03
Facts
Is every fact complete and approved by its owner?
STEP 04
Structure
Can the reader reach the important part without effort?
STEP 05
Next step
Is the required action explicit, with an owner and a deadline?
STEP 06
Certainty
Did the edit turn a tentative statement into a confirmed one?
Filled example
What it looks like in use.
Filled example: Reader — client's project manager. Purpose — approve scope change. Facts — two dates unconfirmed, marked for the owner. Structure — decision request moved to the top. Next step — approval needed by Thursday, 4 PM. Certainty — Friday delivery kept as tentative.
Illustrative example with fictional names and dates — not client material.
The rest of the kit
Keep going.
EMAILS
Action-focused email template
Organise context, request and deadline so the reader knows what to do.
OpenMEETINGS
Meeting decision & action log
Record decisions, owners, due dates and unresolved issues after every meeting.
OpenUPDATES
Weekly project update template
Communicate progress, risk and required decisions without mixing them together.
OpenHANDOVER
Client handover checklist
Clarify deliverables, access, ownership and pending work at handover.
Open