Mutual action plan for a technical evaluation

Filled preview

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

Sources: AccountMade blog: keeping buyer content traceable

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 keeps the same distinction. A claim carries its source and its approver, so an accurate sentence is not treated as approved until a person approves it.

Sources: AccountMade blog: keeping buyer content traceable

Illustrative plan

Illustrative 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 blog: keeping buyer content traceable

Maintain the plan

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

Sources: AccountMade blog: keeping buyer content traceable