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NT-024 / Decision pack

Portfolio case-study planner

Build a case study around evidence you may publish.

Build a case study around evidence you may publish. Connect claim or contribution, supporting evidence, publication permission with responsibility and evidence. An action closes only when all task fields, owner and target date are entered, its state is Complete and an evidence reference is recorded.

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Editable .xlsxPDF guideNo macros

Start with the decision

Which case-study claims and assets still need evidence or permission?

Freelancers preparing a client-work case study.

From input to next step.

  1. 01

    Name your contribution

    Distinguish your role from the wider team result. Record what can be demonstrated without inventing performance claims.

  2. 02

    Check permission

    Identify the owner of each asset and outcome statement. Obtain permission and remove confidential details before publication.

  3. 03

    Assemble a defensible story

    Connect problem, work and evidence. Leave an unsupported claim out rather than turning it into a confident narrative.

A look inside

The example, in plain sight.

Fictional values from the workbook. Amounts are illustrative currency units, not a market rate or a customer result.

Reference
P-01
Claim or contribution
Design contribution
Supporting evidence
Approved before-after files
Publication permission
Client permission reference
Owner
Coordinator
Target date
2026-11-12
State
Complete
Evidence reference
Example record 1
Open action
0

Before you use the result.

  • Do not invent client outcomes.
  • Permission to work is not permission to publish.
  • Keep the approval reference with the final edition.

A client-case-study evidence planner, not a publishing licence.

A few useful answers.

All questions →
Can I buy a product today?

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No. The planned shop sells each product separately for a one-off price. You will not need a membership, a bundle or a credit balance.

What will I receive?

Each product includes a PDF guide, an editable Excel workbook, a fictional worked example, a blank worksheet with 50 prepared rows and a decision log. Working kits also include an implementation plan and an adaptable message. The exact file list is on each product page.

What software do I need?

A PDF reader and spreadsheet software that supports standard .xlsx formulas. The workbooks contain no macros or external data connections. Formula results depend on your inputs and your spreadsheet software recalculating them. No paid AI account is required.

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