Blank original planning aid. Select each green cell to type, then print or save a PDF. Edits live only in this open page and are not automatically saved. Keep the actual agreement and source outcome records separately. Unknown is different from zero.
| Field | Instruction | Your entry |
|---|---|---|
| buyer task | One offer and the exact task the viewer should complete | |
| round decision | What repeat/change/stop decision will this round inform? | |
| product access | Owner, availability, prerequisites and expected access date | |
| offer limits | Eligibility, geography, stock or service constraints | |
| response owner | Who handles questions and the customer follow-up? | |
| review capacity | Available first-cut, correction and publication-check slots in the actual window | |
| commitment limit | Maximum agreed partnerships inside available access and review capacity | |
| currency | Currency for all cash amounts; retain source records for any conversion | |
| maximum cash exposure | Maximum cash amount this round may commit, inside the stated cost scope | |
| cost scope | Include creator fees, product/access, shipping and any agreed usage, boosting or tools; reference actual cost records | |
| founder time | State whether founder time is in the cash amount or separately limited in hours | |
| comparable specification | Format, buyer task, destination, facts and mandatory disclosure | |
| agreement reference | Actual agreement and scope of permitted use; card is not the agreement | |
| shortlist evidence | Relevant posts and audience evidence; unknowns remain explicit | |
| invitation record | Who was invited, when, reply date and actual reply; not an acceptance count | |
| destination test | Exact route, test time, owner, collection check and defects | |
| primary measure | Metric, authority, definition and what it cannot establish | |
| window | Relative to actual publication: start inclusive/end exclusive and timezone | |
| test exclusion | How synthetic/test records remain outside campaign outcomes | |
| decision rule | Before publication: what evidence permits repeat, which break means change, and what cash/time or fulfilment limit means stop? | |
| exceptions | Changed scope, access delay, offer changes and collection outages | |
| source records | Actual post/report/case/order IDs and captured-at times | |
| decision | Repeat/change/stop with evidence, uncertainty and next owner |
No fees, performance target, creator count or sample-size recommendation is supplied. Product access, dates and commitments must reflect your actual circumstances.