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Review and follow a proposal

Read the issue, evidence and proposed work before approving. Then record what was done and check subsequent observations separately. The decision, the completed work and the measured result stay distinct.

Section 1

Choose the proposal and check its context

A saved proposal concerns a particular brand, issue and period. Check that these match the work you intend to do. This way the approved work addresses the right problem.

If a proposal has expired, belongs to another brand or can no longer be read, refresh the list. An old preview does not necessarily describe the current work.

  1. Select a proposal from the list and check its date.
  2. Read the issue, hypothesis, planned steps and preview.
  3. Open the available evidence and check its source, observation date and expiry.
  4. Read the owner, due date and measurement criterion, including its required window and sample.
The content of a selected proposal: problem, hypothesis, steps, preview of the change, deadline, how the result is measured and sources. (fictional brand, demo data)
Demo data · Ilmarde Audio

Section 2

Approve or reject after reviewing

Approval records a decision about the plan and gives the go-ahead for the work it describes. It does not itself change your site or publish to external channels.

Read-only access lets you inspect a proposal, not approve it. Applying the work follows the controls of the chosen tool and destination, including separate spending consent where required.

  1. If you have management permission, choose approval or rejection.
  2. Read and select the required confirmation, then submit your decision.
  3. If you change the decision, confirm it again.
  4. If another change has updated the proposal, reload and review the version before retrying.
The decision on a proposal under review: the choice to approve it and the unticked confirmation box before sending. (fictional brand, demo data)
Demo data · Ilmarde Audio

Section 3

Separate declared work from measured results

Recording an intervention as complete is an owner declaration. It is neither a publication made through a connection nor independent verification.

A declaration or receipt does not establish that the intervention caused an improvement. If the status or version is uncertain, refresh before sending another request.

  1. After doing the work, record what was actually completed and check the required details.
  2. If you published through a connection, check the publication receipt and status separately.
  3. Open subsequent observations and check the comparison period, coverage and criterion.
An approved proposal with the declaration of the work done, kept separate from the check of the measured result. (fictional brand, demo data)
Demo data · Ilmarde Audio

Related paths

Definitions, FAQs, guides and methodology: from here you reach the material you need to read the results and explain them to your team in the same words.

From question to action

Learn how to use TrustInsider: choose the brand and the questions, read the collected answers, update your content and compare the results.

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Find the right answer

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