# Everyday workflows

## Prepare for a customer meeting

Open the customer's commercial and relationship views. Review recent concerns, buying signals, open commitments and corrective actions. Inspect the evidence behind material changes, then use the meeting context to identify the projects, proposals, contracts and prior conversations relevant to the agenda.

## Review delivery after a project meeting

1. Open the meeting overview and inspect the subjects discussed.
2. Review the classified findings for progress, blockers, scope changes, dependencies and acceptances.
3. Compare material statements with the active plan and SOW.
4. Confirm decisions and actions with the appropriate owner and due date.
5. Check that the project view reflects the confirmed findings and preserves contradictory evidence.

## Follow up on a customer concern

Open the concern in Relationship & Trust and read the exact evidence. Check whether the issue is new or recurring and identify the projects and commitments involved. Create or update a corrective action with a clear expected outcome. Follow the recovery milestones and subsequent evidence to assess whether the concern has been addressed.

## Handle a possible scope change

Compare the requested work with the relevant SOW clause and acceptance criteria. Review commercial and delivery implications, identify who has authority to accept the change and prepare the change request. The original discussion remains linked to the formal decision and resulting work.

## Review a policy-related signal

Authorized reviewers open Ethics & Compliance, examine the highlighted passage and its surrounding context, and inspect the relevant policy. Severity and confidence remain separate. Reviewers can request more context, dismiss the signal with a reason, open a case or escalate it through the organization's review process.

## Practise a professional skill

Choose a recommendation in My Development. Read the specific behavior, expected benefit and supporting moments, then adapt the practice to your role. Use upcoming meetings and conversations as practice opportunities. Review progress against your own earlier behavior and record useful reflections.