Before the first task

SIDENOTE / WORKING DESK

The task list
before the task.

Begin with the work you want to discuss, its purpose and the decisions that remain with the actual business owner.

Write the general task, intended deliverable and practical reason for the work.

Identify who supplies information, approves the work and makes any business decision.

Confirm hours, deadlines, updates and any required approval points in the actual scope.

Keep the agreed deliverables, records, access review and next-step arrangements connected.

NEXT NOTE / A USEFUL START

The useful work.
A defined place.

Tell the desk about the general tasks, deadlines and approvals you want to discuss. Passwords and confidential records belong in a separately agreed appropriate channel.