Work out what it would take to clear a backlog

A draft set of backlog clearance options showing capacity scenarios, intake, horizon and not stated throughput.

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: builds the scenario sheet, drafts the options

Claude builds the scenario spreadsheet and drafts the clearance options in one chat. You correct between the stages.

  1. You

    You: Prepare input pack

  2. Claude

    Claude: Build scenario table

  3. You

    You: Correct row by row

  4. Claude

    Claude: Draft clearance options

  5. You

    You: Check and decide

  1. Prepare the input pack

    Use: You

    Have ready: backlog counts and age bands, throughput ranges, intake forecast, capacity scenarios, planning horizon and work calendar. Mark unstated throughput as not stated.

    Check

    Check nothing outside the supplied inputs is added.

  2. Build the scenario table

    Use: Claude

    Ask Claude to build the stock, intake and throughput scenario table by capacity scenario, horizon and calendar, with time-to-clear or explicit not-stated entries.

    Details

    What to paste into the tool

    Task: Dynamic starting-stock/intake/throughput scenario table by offered capacity scenario, horizon and work calendar with time-to-clear calculations or explicit not stated entries. Use only the attached input pack. Build the scenario table by offered capacity scenario, horizon and work calendar. Where throughput is not stated, write not stated and do not estimate a value. Show time-to-clear calculations where the inputs support them.

  3. Correct the table row by row

    Use: You

    Check the table row by row against the original inputs and correct it in place.

    Check

    Compare identifiers, definitions, dates and ambiguous claims against the original inputs.

  4. Draft the clearance options

    Use: Claude

    Ask Claude to draft the clearance options from the corrected table, leaving unresolved throughput unresolved and listing unresolved fields with references.

    Details

    What to paste into the tool

    Task: Draft backlog clearance options retaining queue evolution, capacity assumptions, intake, horizon, work calendar and unresolved throughput; Explicit unresolved fields and source references. Use only the corrected scenario table and the supplied inputs. Keep queue evolution, capacity assumptions, intake, horizon and work calendar visible, leave unresolved throughput unresolved, and list unresolved fields with their source references.

  5. Check the draft and decide

    Use: You

    Check the draft against the requirements; confirm any next action separately. No staffing or clearance-time promise is made.

    Check

    Service lead checks observed rates, work calendar and capacity scenarios; unstated throughput stays unstated; no staffing or clearance-time promise.

Before you paste into any AI tool, remove any confidential information. Put it back at the end.

Tools in this workflow

Deciding between ChatGPT and Claude for this? See the comparison.

Final check

Named human compares every identifier, date, number and uncertain claim with the original inputs before the draft moves on.

Missing facts stay not stated; nothing is sent, published, assigned or authorised.

Cut down operational and personnel data pasted into any tool.

Check the result against your original inputs. Approve it before sharing or acting.

What still needs checking
  • Which tools the team already has and which plan or workspace settings apply is not known.

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