What’s inside
- The short version
- Where this playbook starts
- Step 1. Assess the service, not the company
- Step 2. Set questions by exposure path
- Step 3. Weigh the evidence by how much it can prove
- Step 4. Review your own side of the integration
- Step 5. Follow the update path
- Step 6. Turn findings into decisions
- Step 7. Decide what triggers reassessment
- What the finished record looks like
- Where assessments go wrong
- A 90-day plan
Sources are listed in the full practitioner field note.
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