Start with the question

Define the decision, scope, constraints and deliverables in a reusable brief. Keep the original question attached to the evidence, assumptions, methods and final work. A case gives those pieces a shared home.

Give evidence a place

Read and listen to source documents, organise references and inspect the context behind a figure. Preserve the original source, citation, date and permitted use. Record gaps and contradictions alongside the evidence you have.

Make the calculation inspectable

Choose an applicable method, review input mappings and follow the calculation trace. Compare scenarios, test sensitivity and retain the assumptions, diagnostics and limits alongside the result. Repeatability makes review easier; judgement gives the result meaning.

Carry it into the deliverable

Build reports with editable commentary, linked figures, tables and citations. Export PDF, Word, Excel and supported chart or project-pack formats from the same reviewed work. Significant changes remain visible from the source through to the final version.

Desk Expert / Field notes · 7 October 2026

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