COPY. ADAPT. CONFIRM.
Use the bracketed fields to surface a decision. Copy or download the text; nothing is submitted to this website.
Fill it in on this site: pick who is asking, see the follow-ups for that situation, choose yes, a scoped yes or not yet, and copy a plain-text reply. It prints on one page. Nothing is saved or sent.
Open the checklist →Fill it in on this site: for each decision, write who decides, who is consulted first, who is told after and who does the work. Copy a plain-text summary; it prints on one page. Nothing is saved or sent.
Open the sheet →Fill it in on this site: pick who is asking and what you are pushing back on (scope, deadline, capacity or who decides), write the fact you hold, and get a plain-text script that says the fact first and offers a scoped yes. It warns when a line has no fact behind it and prints on one page. Nothing is saved or sent.
Open the builder →Fill it in on this site: list what is open between you, mark the fact you hold for each and where it came from, what is still unknown and who decides, write the two questions you will ask, and copy a plain-text agenda. It warns when an item has no fact or no owner and prints on one page. Nothing is saved or sent.
Open the agenda →Fill it in on this site: for each person or role, write what they decide, what they need to hear from you, what you need from them, how and when you will ask, and your next contact. A filled fictional example loads with one button. Copy a plain-text version or export a CSV file. Nothing is saved or sent.
Open the map → Download blank map (CSV, 1 KB) for the stakeholder map, draft template ↓ Download filled example (CSV, 2 KB) for the stakeholder map, fictional one-page brief case ↓Fill it in on this site: check a day when you do one short practice from this site (a free case, a simulator scenario, the self-check, a pocket-card question or a two-question message), add a one-line note, and watch a picture fill in one piece per checked day. A filled fictional example loads with one button. Copy a plain-text version or export a CSV file. Nothing is saved or sent.
Open the tracker → Download blank tracker (CSV, 1 KB) for the 30-day practice tracker, draft template ↓ Download filled example (CSV, 1 KB) for the 30-day practice tracker, fictional example ↓Find questions for the first meeting of a piece of work: 100 questions in eight scenarios, each tagged with the one of the two questions it serves. Filter by scenario, search, check up to ten and add who you will ask and the fact you hold. A filled fictional example loads with one button. Copy a plain-text version or export a CSV file. Nothing is saved or sent.
Open the question bank → Download all 100 questions (CSV, 14 KB) for the kickoff question bank, full bank ↓ Download blank picked list (CSV, 1 KB) for the kickoff question bank, draft template ↓ Download filled example picked list (CSV, 2 KB) for the kickoff question bank, fictional eight-file handoff case ↓Fill it in on this site: what is handed over, to whom and when, then each item as verified or open, with who can close each open one and by when, what the receiver should hold off on and the seven lines to check off before you send. A filled fictional example loads with one button. Copy the handover note or export a CSV file. Nothing is saved or sent.
Open the handover checklist → Download blank checklist (CSV, 1 KB) for the handover checklist, draft template ↓ Download filled example checklist (CSV, 1 KB) for the handover checklist, fictional Access Matrix case ↓Fill it in on this site: the meeting, the decision it must reach and who owns it, then for each agenda item the fact you hold, what is still unknown and who can answer, and the two questions you will ask. It warns when an item has no fact or no owner. A filled fictional example loads with one button. Copy a plain-text version, export a CSV file or print it on one page. Nothing is saved or sent.
Open the meeting prep → Download blank meeting prep (CSV, 1 KB) for the meeting prep, draft template ↓ Download filled example meeting prep (CSV, 1 KB) for the meeting prep, fictional Scope Swap case ↓Read what to say, what to do and the minutes for each of the 12 slides of the draft team session, with the prep list and the 45-minute version. The slides and the guide are PDF downloads. This is a draft for review, not a finished product. Every case is fictional, and Otto is a fictional AI.
Read the outline →Practice first: read seven short fictional answers and mark whether each is their words, a record or an assumption. You get feedback on why and on what to ask next. Nothing is saved or sent.
Try the practice →Use before making a new commitment. Name the decision owner and confirm the time zone. A proposed package is not an authorized change.
I understand the target is [date/time]. Which outcome must be ready then? Available capacity: [hours/resources]. Required work: [items and estimates]. Proposed delivery: [minimum usable package]. Deferred work: [items, pending agreement]. Decision needed from: [owner] by [time].Download text (TXT, 1 KB) for Clarify a deadline ↓
Use when a request changes agreed work. Do not describe a proposal as approved or assume that an added budget creates time in the calendar.
Original agreement: [deliverable, date, acceptance]. New request: [specific addition]. Added work estimate: [time/resources]. Option A: replace [named item] with [new item]. Option B: defer [new item] to [proposed window]. Option C: request [explicit extra resources]. Approved option and owner: [pending / confirmed].Download text (TXT, 1 KB) for Record a scope trade ↓
Use with the receiver, not only for the sender. Check access, the version and what provisional material may be used for.
Current artifact: [location and version]. Ready to use: [verified items]. Still open: [items and limits]. Receiver: [role]. Next action: [specific action and time]. Acceptance check: [observable condition]. If blocked: [agreed decision route].Download text (TXT, 1 KB) for Make a handoff usable ↓
Use a verified contribution record. An attribution error alone does not establish motive. Choose a safe route to the document owner.
Shared source: [document and version]. Current wording: [verbatim factual description]. Verified contribution: [person/role and work]. Proposed correction: [specific wording]. Source owner: [role]. Audience update: [who needs the corrected version]. Confirmation: [how completion will be checked].Download text (TXT, 1 KB) for Request a record correction ↓
Keep identifying and confidential details out. This record belongs to the participant and is not designed for performance appraisal.
Situation: [fictionalized description]. My first assumption: [assumption]. New information: [confirmed constraint]. What I changed: [action]. What remains unknown: [question]. Next small test: [action and time].Download text (TXT, 1 KB) for Keep a private fieldnote ↓
Use before a real conversation with a person or an AI tool. Keep names and confidential details out; the card is yours, not an assessment.
The conversation: [who, about what, when]. My half (facts I hold): [dates, hours, records]. Their half (what I am missing): [what they know that I do not]. One fact I will give: [fact]. One question I will ask: [question]. Who can decide: [owner of the date, scope, access or record]. If the other side is an AI tool: [what it reported / what I will check before relying on it]. After: [what I learned, what changed, what is still unknown].Download text (TXT, 1 KB) for Prepare a real conversation ↓ Download prep card (A4 PDF, 94 KB) ↓ US Letter PDF, 87 KB for the two-question prep card ↓ See the prep card page first →
Give each participant only their own brief. Compare your plan against the full case after the exchange, not before.
My role holds: [outcome / capacity]. One fact you need: [known fact]. One question I need answered: [missing fact]. Our proposed plan: [scope, owner, time]. What still needs approval: [open decision].Download text (TXT, 1 KB) for Exchange one fact and one question ↓
Practice before you fill one in.
Try a short fictional case, reveal the missing information and replay it.
Print & practice brings together a six-case writing workbook, a printable practice deck and a twelve-scene stakeholder simulator. Choose a format for yourself or a partner.
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