Nichetel
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A real excerpt from this edition. Fictional example data.

NT-244 / Focused tool

Professional reference organiser

Confirm permission before naming a professional reference.

Confirm permission before naming a professional reference. Connect reference context, permission request, agreed contact route 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 reference request still needs permission or an agreed contact route?

Individuals preparing reference requests.

From input to next step.

  1. 01

    Set the boundary

    Identify relevant people privately and minimise stored contact details. The examples use role descriptions only.

  2. 02

    Work through the record

    Ask permission, explain the opportunity and confirm the contact route and any limits. Never invent an endorsement.

  3. 03

    Confirm the next step

    Record the actual permission reference and follow the person's current preferences before sharing details.

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
RF-01
Reference context
Prior project supervisor
Permission request
Ask before nomination
Agreed contact route
Preferred professional route
Owner
Coordinator
Target date
2026-11-12
State
Complete
Evidence reference
Example record 1
Open action
0

Before you use the result.

  • No references are contacted automatically.
  • Permission may change.
  • Do not publish private contact details.

A reference-permission organiser, not a reference-checking service.

A few useful answers.

All questions →
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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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