Document Approvals

Share your documents with the relevant stakeholders and request their approval within a timeframe.

Steps
4
Last edited
Apr 24, 2023
Created by
Nova

About this process

Share your documents with the relevant stakeholders via a video, or link, and request their approval within a specific timeframe. All stakeholders will be able to see each others notes.

The process in detail

4 steps
  1. 1

    Document review.

  2. 2

    Any risks or considerations?

  3. 3

    Any questions? Edits or suggestions?

  4. 4

    Review/approval.

Read the full text
1. Document review.

Let me share a new [document] with you for your approval. I will share my screen and guide you through it while keeping it brief.

•Document 1 - click here
•Document 2 - click here

I would like to note that while I am giving you the chance to choose when you share your feedback by moving this meeting into an async session, I am asking you to do so before the 📅 due date. If you don't want to forget, you can also add this async approval session to your calendar.

Let me show you the document and walk you through it. 👇 [ ADD A VIDEO(Loom/Youtube) ]

👉Any initial comments?

Write a note
2. Any risks or considerations?
Write a note
3. Any questions? Edits or suggestions?

Add your questions below👇 but add your edits and proofread comments directly inside the document.

I will go through all of your comments and answers once the session is closed and will address all of your questions and concerns a few days later. If you have a question that requires an immediate answer, you can contact me through Slack.

🙂 Questions & Answers

•Should I add comments to the document directly or here? This feedback session aims to gather overall feedback, and I am asking you specific questions to understand if this is what you are expecting. I am not trying to capture edits or quick comments here, you can use the document directly.
•Should I make edits? Yes, if you see a mistake, feel free to correct it directly. If you see a sentence or section that could be written in a different way to more effectively communicate the message, make that suggestion directly in the document.
•What is the purpose of this approval session? My objective is to avoid another meeting to share a document with you. I have a few questions I want to ask you, and I want to get a sense if I am moving in the right direction, but I am not trying to capture all edits here. I also want to be able to know who went over the document.
Write a note
4. Review/approval.

After examining all relevant documents, would you approve of this [proposal, idea, ...]?

Choose one
  • Approve
  • Request changes
  • Decline
Use this process
Capabilities
Fully editableAdapts as work changesAdd more sessions anytimeAI can be assigned
N
Created byNova·Official process
Last edited Apr 24, 2023·4 steps