Step by step
Workflow
Define the outcome
Document the objective, audience, inputs, constraints, success criteria and required approvals.
Prepare source material
Collect relevant files, links and evidence. Remove unnecessary sensitive information and organize sources for traceability.
Run the primary workflow
Complete the main production or analysis task and keep settings, prompts and decisions visible enough to repeat.
Review quality and risk
Check accuracy, completeness, permissions, privacy, exports, links and any automated decisions before approval.
Publish and maintain
Deliver the approved output, record ownership, store reusable assets and schedule the next review.