Workflow and imports
Frame before rating
Name the decision or outcome, objective, accountable owner, time horizon, boundaries, affected stakeholders, and escalation boundary. A narrow boundary may be appropriate, but it must be visible so omissions are not mistaken for safety.
Import as a versioned snapshot
The workbench recognizes structured data from Collaborative Facilitation, Project Viability, Scenario Planning, and another stress test. It copies the source into new records and stores method, model, version, title, and import time.
- Facilitation assumptions become candidate assumptions; reservations remain reservations.
- Project Viability assumptions retain owner, confidence, validation action, and evidence where available.
- Scenario assumptions become candidate claims; early-warning signals become signposts; threats and opportunities become risk statements.
Imported records are never silently merged or automatically updated after ratification. Review every imported item because its meaning may change outside its original context.
Recommended sequence
- Frame the boundary and authority.
- Import and review sources.
- Surface missing assumptions.
- Build the risk register.
- Collect independent assessments.
- Define controls and signposts.
- Review residual exposure and prepare the handoff.