1. Describe the task
Tell us what happened, what needs resolving and what data you have. A complete set is not required initially.
2. Feasibility check
Clarify subject, competence, network data availability and limits, then list required materials.
3. Task and terms
Agree questions, scope, deliverable, price, deadline and transfer procedure. Record terms before starting.
4. Examination
Check transaction details and outcomes, compare sources and prepare tables and diagrams.
5. Written result
Deliver a document with methods, answers, appendices and limits; explain technical points if needed.
Start with the task
Describe the situation, materials available and question to be answered.