Analysis / Professional services and client delivery
Create a client evidence request matrix
Create a focused client evidence matrix in Proforma. Connect requests to deliverables, reuse supplied documents and identify owners, gaps and dependencies.
Client delivery lead
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Your starting prompt.
Map [required deliverables] to [existing evidence] and create a client evidence request matrix. For each request, state the question it supports, minimum acceptable document or dataset, responsible owner, due date and known dependency. Reuse evidence already provided and group overlapping requests. Mark documents that need permission or redaction. Prepare the request list for review without contacting the client or assuming missing evidence exists.
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Method and review
Keep the assumptions visible.
Use the engagement scope, supplied evidence and delivery dates. Separate client facts from assumptions, retain source references and identify decisions that need client approval.
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The client lead should confirm request necessity and sensitivity before sharing the matrix externally.
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Before you begin
- Accessible engagement evidence inventory
- Permission boundaries for client records
Work with permitted files or queryable data. Verify the result against the original records.
Take the next step
Make it your investigation.
Copy the prompt above, create or open your Workspace, and paste it into Chat. Add the inputs you have permission to use and adapt the assumptions with your agent.
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