Useful resources

Illustrative Outputs

See the shape of an action plan, a service review and a delivery dashboard before discussing your commission.

All tools & resources · Find the right support

Illustrative working layouts

See how useful outputs can be organised.

These three layouts show ways to organise actions, review findings and delivery information. They are blank examples for discussion and adaptation. They do not describe client work, findings or measured results.

Build a project brief
Sample 01 · Markets

A market improvement action plan

A short action plan links the work to a responsible person, a date and the information needed to review progress. Replace every bracketed field before using this layout.

Service / market: [Name]   Plan owner: [Name / role]   Review date: [Date]

Illustrative action plan — all owner, date and evidence fields are unfilled.
Work to organiseOwnerTarget / review dateEvidence or output
Bring together the current performance baseline.[Named lead][Date][Sources, reporting period and gaps]
Review trader and visitor feedback.[Named lead][Date][Feedback source, date and limitations]
Review operating issues and possible improvements.[Named lead][Date][Issue list, options and supporting information]
Agree priorities and the next delivery steps.[Decision owner][Date][Decision record, resources and next review]

Add an action status and explain any change to the target date. Keep evidence separate from assumptions, and record decisions that still need to be made.

Sample 02 · Service review

A focused service-review outline

A useful review explains the question, how it was examined, what the evidence supports and the decisions that follow. This contents outline can help define the report you want to commission.

Illustrative report structure — no findings are implied.
SectionWhat it should help the reader understand
1. Question and agreed scopeThe issue to resolve, intended users, included work and exclusions.
2. Methods and material reviewedDocuments, data, discussions and the period covered.
3. Evidence and limitationsSources, gaps, assumptions and matters that could not be verified.
4. Current arrangementsHow the service operates and who is responsible.
5. FindingsWhat the available evidence shows, with a clear link to its source.
6. Options and implicationsThe choices, trade-offs, dependencies and further work needed.
7. Recommended next stepsPriorities, reasons, proposed owners and review points.
8. Decisions and implementationDecisions required, delivery responsibilities and unresolved questions.
9. Supporting materialAn evidence index and relevant appendices, as agreed.

The methods and level of detail must fit the agreed question. A document review does not establish facts that have not been checked, and missing evidence should be visible in the findings.

Sample 03 · Town centre delivery

A delivery dashboard with the next decision in view

This layout keeps status, evidence and the next decision together. Every status below is Not yet assessed; the table contains no project performance data.

Programme: [Name]   Reporting period: [Dates]   Prepared by: [Name / role]

Unfilled illustrative dashboard — enter current evidence before assigning a delivery status.
Area of workStatusEvidence / latest positionNext decision and owner
Programme prioritiesNot yet assessed[Agreed priorities / information gap][Decision, owner and date]
Partner contributionsNot yet assessed[Confirmed contributions / assumptions][Decision, owner and date]
Funding and delivery capacityNot yet assessed[Available resources / unresolved gap][Decision, owner and date]
Priority projects and milestonesNot yet assessed[Milestone evidence / dependency][Decision, owner and date]
Progress reviewNot yet assessed[Current measures / next review][Decision, owner and date]

Suggested status words: Not yet assessed · On track · Needs attention · Awaiting decision. Agree what each means for your programme and explain the evidence behind each status. Use words alongside any colour.

Choose the next step that fits your work.

Organise the question

Use a short check to identify priorities, then turn them into a project brief.

Prepare the instruction

The commissioning pack brings together company information, scoping questions and the route to a discussion.