Appendix A
The two layer Demand Note
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Use the two layer Demand Note
Begin with the first pass below. A routine use already inside its approval does not need this note. Where permission is uncertain, clarify it with the approval owner. Each unknown needs an owner and a review date.
What is being requested in the original words
Answer:
Unknown to resolve, owner and date:
What should improve and who owns it
Answer:
Unknown to resolve, owner and date:
What is already happening
Answer:
Unknown to resolve, owner and date:
What needs an immediate boundary
Answer:
Unknown to resolve, owner and date:
What is the next decision by whom and when
Answer:
Unknown to resolve, owner and date:
Add only the supporting detail needed
Pressures and commitments
Why now? Record deadlines, promises, supplier influence and the source of each reported pressure.
Record:
Baseline and measures
What should change, for whom? Name the owner, current measure, source, measurement period and unknowns.
Record:
Affected people
Identify users, customers, indirect effects and people who may struggle to raise concerns. Record how their evidence will be obtained and its limits.
Record:
Voice correction and escalation
Which complaints, reversals and service records inform the decision? Who corrects live records, receives concerns and can pause the work?
Record:
Challenge and specialist screen
Who tests the evidence? Record conflicts, relevant expertise and any specialist review required by the consequence, information or obligations.
Record:
Boundaries
For each restriction record its reason, supporting evidence, owner, enforcer, exception requester, approver, review date and lifting conditions. Separate delegated boundary changes from new spending or experiment authority.
Record:
Evidence record
Record each claim, status, source, checker, check date, scope and remaining limits. Reports and assumptions remain labelled. Attach the source or a controlled link; do not copy sensitive material into an unrestricted note.
Record:
Decision and follow up
State decline, contain and clarify, or bounded diagnosis. Preserve containment on any route with existing exposure. Record decision maker, rationale, scope, effort and spending ceilings, dissent, dates and evidence required next.
Record: