WORKFLOWFRAME / PRESENTATION PILOT WORKSHEET
Version: 2026-10-07
Guide: https://workflowframe.com/guides/client-proposal-deck-pilot/

Use observed evidence. Blank fields are unknown, not zero.
Use approved source material and synthetic practice records.
This worksheet is an editorial framework, not a performance result.

1. BRIEF
Audience and decision:
Proposal or training purpose:
Required delivery format and recipient application:
Current route and owner:
Candidate route and account plan:
Source owner, source versions, exclusions:
Data permitted in the drafting service:

2. ACCEPTANCE CASES (record pass/fail and evidence)
Approved claims preserved:
Missing fact left visible rather than invented:
Names, figures, dates, commitments checked:
Long heading, table, diagram readable:
Brand and contrast reviewed:
Scope or data changed after first review:
Final export opened by recipient:
Required text and diagrams editable:
Sharing checked with appropriate and unauthorized roles:
Training practice completed / proposal next decision clear:

3. OBSERVED ACTIVE MINUTES / CURRENT ROUTE / CANDIDATE ROUTE
Source preparation:
Outline and drafting:
Claim correction:
Visual correction:
Stakeholder review:
Export and access repair:
Final handoff:
Total:
Waiting time (record separately):
Unresolved work (record explicitly):

4. APPROVAL AND CONTINUITY
Content approver:
Delivery acceptance owner:
Final approved version and storage location:
Maintenance owner and backup:
Change triggers:
Fallback route:
Decision: keep / revise / stop
Reason and next review date: