Reviewable External Draft

When to Use

Use when preparing a client, customer, partner, leadership, or other external-facing update from internal messages or documents.

Do not use this procedure to send immediately unless the user explicitly authorizes the exact recipient and final content.

Procedure

1. Confirm the audience, communication channel, requested tone, and whether the user asked for a draft or an immediate send.
2. Gather the relevant source records and identify the latest values, dates, commitments, and unresolved discrepancies.
3. Resolve recipient identity through the available contact source and avoid inferring internal versus external status from a display name alone.
4. Draft only claims supported by the collected evidence; qualify uncertainty and omit internal-only detail that the audience should not receive.
5. Save or present a reviewable draft through the native draft or document capability.
6. Report the draft identifier or location plus any reconciliation notes that require human review.

Pitfalls

• Do not send a draft merely because a send-capable tool is available.
• Do not copy stale figures when a later correction exists.
• Do not conceal unresolved discrepancies behind polished prose.
• Do not expose private internal discussion, credentials, or unrelated personal data.

Verification

• Recipient identity and communication mode match the request.
• Dates, figures, status, and commitments map to current source evidence.
• The result remains reviewable unless an explicit send-now instruction authorized delivery.