Leadership report · Decisions, conditions and current uses
| Tool / request | Recorded decision | Reviewer |
|---|---|---|
| ProposalDesk | Approved with conditionsReason: vendor assessment attached and inputs limited to firm-owned capability statements and synthetic examples. Condition: Practice lead checks that no previous client material… | Engagement partner |
| MeetingNote | DeclinedReal-data pilot declined until permission and vendor review are complete. | Engagement partner |
| ResearchDesk | Approved with conditionsEngagement partner opens cited sources and checks claims before client delivery; restricted to public or…Example of a gap the kit flags. No vendor assessment or reason recordedNext action: attach the vendor assessment, or record why the use is approved without one, before relying on this approval. | Engagement partner |
Showing up to three most recently entered decisions of 3. 2 of 4 uses marked approved in the inventory have no decision record yet. Next action: record the reviewer, decision and conditions for each in Approvals. Entry order is not approval date. Read full conditions in the working record before acting.
| Tool / information boundary | Owner | Approval |
|---|---|---|
| ResearchDeskPublic reports with source references | Engagement partner | Approved with conditions |
| MeetingNoteConfidential strategy discussions and participant details | Engagement partner | Declined |
| ProposalDeskFirm-owned capability statements and synthetic examples | Engagement partner | Approved with conditions |
| WriteAssistInternal operational notes only; no client records or personal data | Practice operations lead | Approved |
| ResearchBriefPublished sources only; summaries are checked against the source before reuse | Practice operations lead | Approved with conditions |
5 uses recorded. Full inventory and decision history remain in the dashboard and full-record export.
24 consultants and 4 associates across research, delivery and operations · Client procurement sends an AI questionnaire before an engagement.
Leadership report · Open work and accountable owners
| Action / risk | Owner | Due |
|---|---|---|
| Interview-processing permission is absent from the engagement instructionsPause the use and obtain the missing evidence. | Engagement partner | Oct 22, 2026 |
| Two figures in the draft still lack a verified primary sourceComplete the review and record the outcome. | Engagement partner | Oct 22, 2026 |
| Two associates have not confirmed their personal-tool useComplete the review and record the outcome. | Engagement partner | Oct 22, 2026 |
Showing 3 of 3 open risks, ordered by recorded impact and due date. Full details remain in the working record.
Policy owner: Practice operations lead. Next review: Oct 22, 2026.
Policy adoption recorded Oct 8, 2026.
0 of 12 readiness items have a recorded owner, evidence reference and In place status. This optional program view is separate from the decisions above.
Prepared by Practice operations lead. Recorded decisions and excerpted notes, not independent assurance or certification. Use the full record for complete wording, supporting reviews and evidence references.