Information request and chase planner
A working sheet for a short team conversation. Use one recurring job and record what actually happens.
Download your worksheet ↓Opens as a standalone web document. Type into the fields, then print or save as PDF to keep your completed copy.
Work through it with your team.
- Choose one job type and list the information actually required.
- Give each item a state: requested, received, needs clarification or accepted.
- Agree who checks completeness and where staff can see the current list.
- Write one reminder naming only missing items. Define when chasing stops or escalates.
Before you commission anything
Try request lists, portal uploads and reminder settings in software you already use.
Keep the review point
Review recipients and sensitive attachments. A reply arriving does not prove an item is complete.
Find your other priorities ↗Need a tailored recommendation?
Our £950 Practice Opportunity Review produces a ranked map and first-project recommendation across up to three agreed areas. There is no obligation to proceed with an implementation.
Talk to TJ ↗