01 / Copy
Launch email
Draft prepared
Inspect launch email
Email draft · Introduce the campaign, explain the next step and invite the customer to the launch page.
Owner: Copy · Due: Friday · Example only, nothing published.
The request becomes a shared plan.
One brief becomes the deliverables, owners and reviews your team needs.
02 / Design
Campaign page
Review needed
Inspect campaign page
Page brief · Hero message, campaign details and a contact action. The delivery team still needs the final brand assets.
Owner: Design · Due: Friday · Example only, nothing published.
03 / Marketing
Social posts
Owner assigned
Inspect social posts
Social brief · Three launch messages adapted for the campaign. Marketing reviews the copy and selects the publication dates.
Owner: Marketing · Due: Friday · Example only, nothing published.
Every deliverable comes back for review before the next action.
Illustrative work · Fictional records · No live actions
Try a hands-on example Optional · illustrative only
01 / A clear instruction
Delivery brief · Context attached
Capture the request, dependencies and the expected deliverable.
From request to deliveryIllustrative example
The brief becomes a planShared work
Requirements capturedContext attached
S2
Next step assignedNamed owner
N3
Handover ready for reviewHistory retained
YPeople and AI share the next step
THE INSTRUCTION
“Turn this customer request into an owned task list and keep the supporting files together.”
WHAT COMES BACK
Handover · Open items visible
A shared delivery record that makes ownership and remaining work clear.
Working boundaries
Set owners, access and workflow actions deliberately. Task completion should be backed by the delivered work.