Workflow demonstration
Source-backed research to report
From a question to a report whose every claim can be traced to a dated, graded source.
05steps, in order
The run, step by step
- Standing
- Runnable today
- Accepts
- Your questionDocuments and access you can provide
- Produces
- Evidence registerReport with citations and limitsDecision note

The steps, and what each produces.
Runnable today with the free tools; delivered in full as research and due diligence.
- 01
Frame the question
The decision the research must support.
- 02
Log the sources
Each dated, typed and graded for confidence.
- 03
Grade the claims
Unsourced and self-reported claims flagged.
- 04
Draft with citations
Findings carry their sources and limits.
- 05
Review and decide
A principal signs off before you receive it.
Inputs, outputs and safeguards
Accepts
- Your question
- Documents and access you can provide
Produces
- Evidence register
- Report with citations and limits
- Decision note
Fails safely
- Claims without sources stay marked unverified.
- Stale evidence is re-checked or labelled.
Where a person decidesA principal reviews every finding; conclusions are never drawn from unsourced claims.
Run parts of it yourself.
These free tools are the working steps of this workflow.
Evidence register and due-diligence checklist
List the claims a decision depends on, where each one comes from and how confident you are. The register shows which conclusions rest on unsourced or self-reported evidence, and what to request next.
Open the tool Free toolSurvey sample-size calculator
Work out how many completed responses you need, and how many people to invite, for a survey estimate at the precision you choose. The formula and its limits are on the page.
Open the toolRelated services
What needs to move forward?
Tell us the decision, the challenge or the opportunity. We reply with a scoped approach, a named principal and a fee before any work begins.
No charge to submit an enquiry.
