LeverageAI / Practical worksheets
Internal knowledge inventory
Choose a small set of useful records and decide how people will find, maintain and use them.
- A record of the questions the team needs to answer
- Source owners, access and review dates
- An example structure for a service firm
A free worksheet from ailevrg.com/guides/internal-knowledge-base
Your answers stay in this tab. Save an editable copy before you leave.
Use this for one team or recurring job first. You can keep an existing document system; the worksheet does not require a new platform.
See the example ↓Worked example · Invented for this guide
Context for an account meeting
Invented teaching example. No client outcome is claimed.
Question
What has this client agreed, and which issues need a decision at the next meeting?
First collection
Current agreement, approved goals, recent decision notes and an open-issues record.
The account owner confirms which agreement is current.
Finding and access
A client page links to those four records.
Only the relevant account team can read the private client page.
Test
A colleague follows the links and prepares a meeting brief.
If a decision has no recorded owner or evidence, it goes back to the account owner.
Upkeep
A reviewed meeting decision updates the decision record.
The account owner checks open issues before the next meeting.