Document a verified project with context, decisions, evidence and a useful next step.
How to use: Complete the project brief, interview questions, claim records, six-part draft and approval checklist. Print or save to PDF before closing. Entries are not saved after closing. This downloaded file operates locally with no tracking, external scripts or data uploads. Use non-confidential summaries and keep internal evidence in your approved system.
1. Choose the project
2. Interview the responsible team
3. Check three proposed claims
Record sources, measures, scope and approval. Do not infer total cost savings from an isolated task improvement.
Claim record 1
Claim record 2
Claim record 3
4. Draft the six story sections
1. Context
What work was being evaluated? Use approved project details.
2. Requirement
What challenge, constraint or question made the work distinct?
3. Approach
Which decisions did the team make, and why?
4. Verification
What was checked and documented?
5. Outcome
What does the record establish? State conditions and limits.
6. Relevance
What does this example help a similar buyer understand? Link to a capability and next action.