Keep the original source
Continue editing in the systems your teams already maintain. Steer does not ask you to create another editable copy of every document.
Current company knowledge
Give current source material a clear owner, audience and route into AI-assisted work.
Join the waitlistSearch can find five versions of a policy. That does not tell a person—or their AI—which one governs today. Document age, an official-looking filename and confident wording are not substitutes for an explicit source of authority.
Continue editing in the systems your teams already maintain. Steer does not ask you to create another editable copy of every document.
Distinguish the current designated source, supporting material and historical information. Changes to that routing policy go through a successor publication.
Access loss and revocation constrain what can be returned. A previously published policy is not permission to keep serving material after access is withdrawn.
Draft a proposal for a six-week operations review.
Our six-week review gives your team a clear operating baseline, a prioritised improvement plan and an owner for every next step.
Use standard 30-day payment terms. A discount above 10% needs commercial-owner approval before the proposal is sent.
Employee request: Draft a proposal for a six-week operations review.
Current source: Service overview — The operations review runs for six weeks. The approved deliverables are an operating baseline, a prioritised improvement plan and named owners for next steps.
Approved guidance: Standard payment terms are 30 days. A proposed discount above 10% requires approval from the commercial owner. Owner: Commercial. Audience: Commercial team.
Illustrative answer: Our six-week review gives your team a clear operating baseline, a prioritised improvement plan and an owner for every next step. Weeks 1–2 · Understand the current operation. Weeks 3–4 · Design the improvement plan. Weeks 5–6 · Agree ownership and next steps. Use standard 30-day payment terms. A discount above 10% needs commercial-owner approval before the proposal is sent.
Employee request: How does this team handle client handovers?
Current source: Client handover playbook — Every handover includes the current scope, open decisions, source links, the next milestone and its owner. The receiving team confirms that it can continue the work.
Approved guidance: The delivery owner is accountable for reviewing the handover. Client-sensitive material stays within its approved audience. Owner: Operations. Audience: Delivery team.
Illustrative answer: Start with the current client handover checklist. The delivery owner reviews the scope, open decisions and next milestone with the outgoing team. Prepare · Scope, decisions and source links. Review · Delivery owner confirms the next milestone. Complete · Receiving team acknowledges ownership. Keep client-sensitive material in its approved workspace. The shared checklist explains the process; it does not grant access to client files.
Employee request: Turn this brief into an engineering handoff.
Current source: Product brief — The brief describes a team-level reporting experience. The handoff must retain the approved audience, intended behaviour and unresolved decisions.
Approved guidance: Engineering handoffs include acceptance criteria, interface changes, permissions, failure behaviour and relevant verification. Unresolved decisions must have an owner. Owner: Engineering. Audience: Product & engineering.
Illustrative answer: Structure the handoff around the approved brief, acceptance criteria, permissions and the release checks your engineering team maintains. Define · Problem, audience and acceptance criteria. Specify · Interfaces, permissions and failure states. Verify · Functional, accessibility and release checks. Link the maintained specification. Unresolved requirements stay explicit and need an owner before implementation is approved.
Less ambiguity about which source applies, with traceable references and a small number of meaningful ownership decisions.
Read the practical guideA better starting point
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Join the waitlist and tell us what your team needs.