Find the steps and dates that could delay signing

A critical-path draft with the gating chain to signature, blocker dates, slack, open questions and decision points.

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: proposes the skeleton, you check, it computes the chain

Claude proposes the dependency skeleton, you check it, and Claude computes the chain with workings. You recompute every number.

  1. You

    Select the materials

  2. Claude

    Lay out the skeleton

  3. You

    Check the skeleton

  4. Claude

    Derive the chain

  5. You

    Recompute each path

  1. Select the planning materials

    Use: You

    Have ready: the deal status and remaining steps with stated dates, the planning conventions and the stakeholder map with durations, dependency types, calendars and value references preserved.

    Check

    Check the materials are the current versions.

  2. Lay out the signature step skeleton

    Use: Claude

    Ask for remaining signature steps as a worksheet with supplied durations, typed dependency links, dates, calendars and the source of each value.

    Details

    What to paste into the tool

    Task: Reduced signature inputs with stakeholders and stated conventions; Signature step skeleton with sourced dependencies and calendar rules. Use only supplied durations, dependency relations and calendar conventions; identify each arithmetic input and show the forward and backward workings, leaving slack or blocker dates marked still to confirm when required inputs are missing; prospect-side steps remain input statuses; first provide the skeleton, not computed dates; include the received signature dependency study packet unchanged beside this step's result for the next reviewer

  3. Read each dependency back to the inputs

    Use: You

    Read each dependency and date back to the input materials, correct any invented convention and mark absent values as still to confirm.

    Check

    Check each worksheet value matches the supplied materials and carries its source.

  4. Derive the chain with workings shown

    Use: Claude

    Ask for the signature chain, earliest-block dates and slack only for fully specified inputs, with forward and backward workings and draft decision points.

    Details

    What to paste into the tool

    Task: Reduced signature inputs with stakeholders and stated conventions; Signature step skeleton with sourced dependencies and calendar rules; Reviewed dependency worksheet cleared for computation; Signature-path analysis draft with explicit calculation workings. Use only supplied durations, dependency relations and calendar conventions; identify each arithmetic input and show the forward and backward workings, leaving slack or blocker dates marked still to confirm when required inputs are missing; prospect-side steps remain input statuses; include the received signature dependency study packet unchanged beside this step's result for the next reviewer

  5. Recompute each available path

    Use: You

    Recompute each path, blocker date and slack from the supplied dependency types and calendar. Do not execute a plan step or request a signature.

    Check

    Confirm you recomputed each path, blocker date and slack yourself from the supplied dependency types and calendar, the draft decision points and gap labels are right, and the deal owner has reviewed it. Do not execute a plan step or request a signature.

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

For the signature dependency study, check all source references during the human review actions and keep disclosure clearance separate.

The deal owner receives the full retained material at the final signature dependency study review.

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

What still needs checking
  • Plan entitlements, retention rules and upload permissions for signature dependency study inputs need checking before any tool use.

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