THE OPERATING NOTES
The operations handbook.
Practical guides to requests, decisions and handoffs.
Operations guide · Request intake
Design an intake form people can finish
READ & APPLY
Collect enough context to route work without turning the first step into an interrogation.
Read the guide ↗
Operations guide · Decision records
Make approval a recorded decision
READ & APPLY
Clarify the reviewer, scope, conditions, and next step so an approval can travel with the work.
Read the guide ↗
Operations guide · Ownership transfer
Hand off work without losing its context
READ & APPLY
Help the receiving team understand what is happening, what was decided, and what remains open.
Read the guide ↗
Operations guide · Completion and records
Close a request with a useful record
READ & APPLY
Define completion so future readers can understand what happened and what still needs attention.
Read the guide ↗
Discuss your process ↗