Start with this example
Project: sample reporting dashboard Status: prototype Next step: review with the team Owner: not assigned Launch date: not agreed
Give your assistant a clear brief
Use a compatible tool you already have, or choose a reviewed guide below. This is a suggested learning exercise, not proof that a specific installation has been tested.
Turn these facts into a one-page project memo with Status, Next step and Open decisions. Use only the supplied facts. Do not invent an owner, budget, customer or launch date. Mark unknowns clearly. Project: sample reporting dashboard Status: prototype Next step: review with the team Owner: not assigned Launch date: not agreed
Check the result
The memo must say prototype, include the team review and leave the owner and launch date undecided. If it adds a date, budget or named customer, ask it to remove the unsupported claim.
What to take away
A polished document still needs a factual contract. Explicit unknowns are useful information.
