BLANK TEMPLATE

CLIENT AND TASK
Client:
Project:
Deliverable:
Intended reader or user:
Purpose of the deliverable:

SOURCE MATERIAL
Approved brief or instructions:
Files needed for this task:
Facts supplied by the client:
Known gaps:

SCOPE
Included:
Excluded:
Approved decisions:
Proposals awaiting approval:

OUTPUT
Format:
Output location:
How to identify the current version:

REVIEW
Checks the agent should perform:
Questions requiring a person:
Who accepts the result:
What acceptance means:

BOUNDARIES
Do not invent:
Do not access or reuse:
Do not send, publish or execute without:

WHEN INFORMATION IS MISSING
Flag the gap and explain which part of the result it affects.
Do not turn an assumption into a supplied or approved fact.

FINAL RESPONSE
Give the output location, checks performed and unresolved questions.
State whether the output is a draft or has been accepted by its reviewer.

FILLED EXAMPLE — Northline is fictional. Paths and decisions are illustrative, not a live test.

CLIENT AND TASK
Client: Northline
Project: five-page website proposal
Deliverable: proposal draft for owner review
Intended reader: the client decision-maker
Purpose: describe the proposed website scope and identify open decisions

SOURCE MATERIAL
Approved instructions: inputs/approved-website-brief.md
Files needed: the website brief and decisions/booking-scope.md
Supplied facts: the requested page list and existing booking service
Gaps: approved commercial terms have not been supplied

SCOPE
Included: Home, About, Services, Service detail and Contact
Included: a link to the existing booking service
Excluded: building an embedded booking flow
Approved decision: use the existing booking link
Awaiting approval: commercial terms and the final proposal

OUTPUT
Format: editable proposal draft
Location: outputs/proposal-draft-v2.md
Current version: the task record must point to this draft explicitly

REVIEW
Agent checks: page list; booking scope; unsupported prices or guarantees
Human questions: commercial terms and whether the proposal is ready to send
Reviewer: project owner
Acceptance: owner confirms the draft follows scope and approved terms

BOUNDARIES
Do not invent prices, deadlines, guarantees or additional services.
Do not reuse Cedar's campaign materials or another client's information.
Do not send the draft to the client without the owner's approval.

WHEN INFORMATION IS MISSING
Mark the commercial-terms gap and leave it for the owner to resolve.
Prepare the scope without substituting plausible terms.

FINAL RESPONSE
Report the draft location and completed scope checks.
List unresolved commercial questions and keep the draft unaccepted.

Instructions are workflow guidance, not technical access controls. Do not include secrets.