Turn agreed outcomes into a work plan with dependencies and review points
A delivery-lead-reviewed work plan with dependencies, review gates and ownership questions, ending at the draft.
Choose one of three approaches. The steps for that option appear below.
Choose an option above. On a phone, swipe the tabs left or right to see all options →
Claude: drafts the breakdown and plan, you check both
Claude builds the deliverable breakdown and drafts the work plan in one chat. You check both against the originals.
You
You: Get inputs ready
Claude
Claude: Build the breakdown
You
You: Check the breakdown
Claude
Claude: Draft the plan
You
You: Check and decide
Get the inputs ready
Use:You
Have ready: the approved scope, exclusions, milestones and acceptance criteria. Paste the set into one new Claude chat.
Check
Check your plan terms allow this data, and every source ID matches the originals.
Build the deliverable breakdown
Use:Claude
Ask Claude to build the deliverable breakdown with source-linked criteria from the pasted inputs, flagging ambiguous items as unresolved.
Details
What to paste into the tool
From the pasted approved scope, exclusions, milestones and acceptance criteria, build deliverable breakdown with source-linked criteria. Output a structured table. Keep every source identifier, relevant date and explicit uncertainty exactly as supplied; mark anything ambiguous as unresolved rather than guessing; use only the supplied operating rules, do not invent policy; minimise personal and personnel data in the output.
Check the breakdown against the inputs
Use:You
Compare the breakdown with the original scope, exclusions, milestones and criteria; ask Claude for corrections in the same chat.
Check
Check each source ID, date and uncertainty marker against the originals.
Draft the work plan
Use:Claude
Ask Claude to draft the work plan from the checked breakdown, listing unresolved questions with their source references.
Details
What to paste into the tool
Using the corrected deliverable breakdown with source-linked criteria and the supplied rules, prepare draft work plan with dependencies, review gates and ownership questions. Keep every source reference visible, keep disputed or uncertain items explicitly marked, and list unresolved questions with their source references. Draft wording only: do not add facts that are not in the corrected table or the supplied inputs. Do not mark any outcome as accepted; keep exclusions visible.
Check the plan and decide
Use:You
Check the draft plan and unresolved questions against the original inputs; the workflow ends at this checked draft.
Check
Check every scoped outcome maps to a deliverable; the sponsor checks exclusions and authority. Decide any next action separately.
ChatGPT: builds the breakdown and drafts the plan
ChatGPT builds the deliverable breakdown and drafts the work plan. You check both and keep the final call.
You
You: Get inputs ready
ChatGPT
ChatGPT: Build the breakdown
You
You: Check the breakdown
ChatGPT
ChatGPT: Draft the plan
You
You: Check and approve
Get the inputs ready
Use:You
Have ready: the approved scope, exclusions, milestones and acceptance criteria, and the supplied operating rules.
Check
Check the input set is complete against the originals.
Build the deliverable breakdown
Use:ChatGPT
Ask ChatGPT to build the deliverable breakdown: one row per deliverable with source ID, date and uncertainty marker.
Details
What to paste into the tool
Build the deliverable breakdown with source-linked criteria from the inputs pasted below. One row per deliverable, each with its source ID, relevant date and an uncertainty marker where the input is unclear. Use only the supplied inputs: do not add facts, sources or decisions. Keep every source reference visible.
Check the breakdown against the inputs
Use:You
Check the breakdown against the original scope, exclusions, milestones and criteria; ask for fixes in the same chat.
Check
Compare identifiers, dates and ambiguous claims against the original inputs.
Draft the work plan
Use:ChatGPT
Ask ChatGPT to draft the work plan from the checked breakdown and supplied rules, listing unresolved questions with their references.
Details
What to paste into the tool
Draft the work plan with dependencies, review gates and ownership questions from the checked deliverable breakdown with source-linked criteria pasted below and the supplied rules. Wording only: do not add facts, sources or decisions that are not in the checked table. Keep every source reference visible and list unresolved questions with their source references. Do not mark any outcome as accepted; keep exclusions visible.
Check the plan and approve
Use:You
Read the draft plan against the requirements, resolve or keep each open question, and approve the draft.
Check
Check every scoped outcome maps to a deliverable; the sponsor checks exclusions and authority. Decide any next action separately.
Gemini Notebook: builds the cited table and drafts the plan
Gemini Notebook builds the cited breakdown and writes the draft plan. You check both and decide.
You
You: Set up notebook
Gemini Notebook
Gemini Notebook: Build cited table
You
You: Check the table
Gemini Notebook
Gemini Notebook: Write the plan
You
You: Check and decide
Set up the notebook and sources
Use:You
Have ready: the approved scope, exclusions, milestones and acceptance criteria. Upload them to a new notebook in Gemini Notebook as named sources, so citations stay attributable.
Check
Check your plan terms allow the upload and the set is complete; free notebooks allow up to 50 sources.
Build and export the cited table
Use:Gemini Notebook
Ask Gemini Notebook targeted questions to build the cited breakdown table, then export it to Google Sheets; citations land on the second tab.
Details
What to paste into the tool
Using only the uploaded sources, build deliverable breakdown with source-linked criteria. Produce it as a data table; describe the rows and columns so each row keeps its source citation, relevant date and any uncertainty. Mark anything ambiguous as unresolved rather than guessing; use only the supplied operating rules.
Check the exported table
Use:You
Check the exported table against the original inputs and correct it. Mark anything you cannot settle as unresolved.
Check
Check each row has a source reference; check missing ones directly against the originals.
Write the plan from the notebook
Use:Gemini Notebook
Add the checked table as a source, then ask Gemini Notebook to write the draft plan with citations and unresolved questions listed.
Details
What to paste into the tool
Using only the notebook sources, write the draft work plan with dependencies, review gates and ownership questions. Keep each item's source citation. List unresolved questions with their references. Do not settle unclear points by guessing and do not add facts that are not in the sources. Use neutral language.
Check the plan and decide
Use:You
Check each item and citation in the draft plan against the checked table and original passages, then decide.
Check
Check every scoped outcome maps to a deliverable; the sponsor checks exclusions and authority. Decide any next action separately.
Compare the three approaches
Option A: Claude: drafts the breakdown and plan, you check both
Best when: You want one Claude chat to structure and draft both artefacts
What it does: Claude builds the breakdown and drafts; you check both
Strong at: One chat holds both stages; no re-explaining
Limit: Source IDs may not survive; re-check every identifier against originals
Free plan: Yes
Option B: ChatGPT: builds the breakdown and drafts the plan
Best when: You want ChatGPT to do the extraction and the drafting
What it does: ChatGPT builds and drafts; you check and decide
Strong at: Your time goes to checking, not typing
Limit: Vendor wording covers general drafting, not this exact table
Free plan: Yes, limited (uploads and analysis capped)
Option C: Gemini Notebook: builds the cited table and drafts the plan
Best when: You want cited answers grounded only in your uploaded sources
What it does: Gemini Notebook builds the table and writes; you check
Strong at: Answers carry direct-quote citations and export to Google Sheets
Limit: Sources capped at 500,000 words or 200 MB each
Free plan: Yes
Before you paste into any AI tool, remove any confidential information. Put it back at the end.
Compare the source identifiers, definitions, dates and ambiguous claims against the original inputs; correct the deliverable breakdown with source-linked criteria before handoff.
Every scoped outcome maps to a deliverable; sponsor checks exclusions and authority. Confirm any next action separately; this workflow ends at a reviewed draft.
Suggestions and draft artefacts only. Do not send, publish, update records, assign people, reserve resources, buy goods or authorise work.
Any safety, legal or employment requirement needs the responsible qualified human; this output is not certification.
Check the result against your original inputs. Approve it before sharing or acting.
What still needs checking
Whether the supplied inputs already carry stable source IDs or the reviewer must assign them during preparation.
Whether the sponsor accepts the proposed review gates; the draft only proposes gates and ownership questions.