From request to handoff
Tools & Templates
Start with the stage you are at. Choose a tool for framing the request, an article for setting approval points, or a record for reviewing what comes back.
Before you ask AI
AI Project Brief Builder
Use when: Use it when the goal, deliverable, limits or definition of done still need to be made explicit.
You get: One project brief you can copy or download as Markdown.
How to use it: Fill in the fields, review the result, then pass it to the AI or colleague yourself. The tool does not send it to an AI or translate your input.
Before AI takes action
Deciding what needs human approval
Use when: Read it when a task includes actions that may need your review before the AI proceeds.
You get: A way to think through where to place human approval points. This is an article, not an automatic approval checker.
How to use it: Read the article, identify the actions you want to review, and write those approval points into your request.
When you receive the work
The AI Completion Record
Use when: Use it when an AI hands work back and you need to see what was checked, what was not checked and what remains open.
You get: Two English PDFs for different uses.
How to use it: Ask for the record before the handoff. Compare the report with the evidence and keep the unchecked work visible.
Handoff Kit · 7 pages
A working guide with an eight-part completion record and a handoff acceptance checklist. Use it to structure and review a report.
Slides · 12 slides
A short presentation for introducing the approach to colleagues or discussing how to use it.
Using and sharing these resources
The Handoff Kit may be copied and adapted for personal and internal business use. No redistribution, resale or third-party rights are granted. No CC licence is granted.
The slides may be viewed and downloaded. Reproduction or adaptation requires separate permission. Sharing the URL of the resource page is welcome.
Only the two PDFs are distributed here through the resource page. Editable PPTX, template Markdown and JSON Schema files are not part of this download.
These resources support your judgement. They do not automatically approve actions or verify that a task has been completed.