Mutual action plan for a technical evaluation

Filled preview

Illustrative worked example. Names, volumes, dates, and outcomes are fictional; replace them with approved evidence before use.

Sources: Accountmade: buyer-content continuity

Define each decision and its owner

Replace ‘send security documents’ with ‘security reviewer confirms whether the documented access model meets the pilot scope.’ Replace ‘hold demo’ with ‘technical lead agrees the POC workload.’ These statements reveal the owner, evidence, and condition for progress.

Accountmade’s product model treats sources, approvals, and buyer-facing materials as separate things because a material may be accurate while still lacking approval for the decision it is meant to support.

Sources: Accountmade: buyer-content continuity

Illustrative plan

Illustrative worked example. Names, volumes, dates, and outcomes are fictional; replace them with approved evidence before use.

On day 1, the controller selects records for the test. On day 3, the integration lead confirms export access. On day 5, the security reviewer checks the proposed role and audit evidence. On day 8, the controller reviews correctness results. On day 10, the buying group decides whether to stop, request a single extension, or begin implementation planning. Each decision has a buyer owner and a seller owner; no row says merely ‘follow up.’

Sources: Accountmade: buyer-content continuity

Maintain the plan

• Record a changed date only when the dependency or owner actually changes.
• Keep assumptions in a separate column from confirmed facts.
• Add the source or artifact that will resolve the decision.
• Close completed rows with the decision and evidence location.

Sources: Accountmade: buyer-content continuity