Consulting Practice
Audit project source quality
Discovery notes and uploaded files disagree about scope, and the newest version is not marked.
Context integrity
Free Canadian small business workbook
Context Quality Audit
A worksheet for finding stale, conflicting, missing, unowned, or weak context before AI relies on it.
7 pages · PDF workbook · No email required
Preview the complete PDF All 7 pages · Free to explore
Scroll through the full workbook below. Download the PDF for selectable text, printing and your own working copy.
What’s inside
A working guide
for a real decision.
Audit the quality of source material, ownership, retrieval paths, freshness, authority, conflict handling, and citation readiness. Use this guide to make the operating choice explicit, test it with evidence, and record who owns the next decision.
Who this is for
Teams turning architecture work into a reusable operating artifact.
Bring the people who own the work
Include the workflow owner, a person who performs the work, a reviewer with authority to approve or stop it, and the relevant data or tool owner.
Includes an explainer, working worksheet, three illustrative examples and practical considerations. This is a planning PDF, not prebuilt automation software.
Use it with your own work
Five questions
to work through.
Choose one workflow. Record enough context to support a decision, then use the worksheet to name the owner, evidence and next review.
Authority
Which source is the system of record?
Freshness
When was the source last reviewed or updated?
Completeness
What context is missing for reliable output?
Conflict
Where do sources disagree, and who resolves that?
Retrievability
Can the right context be found at the right moment?
Illustrative examples from the workbook
Where this becomes practical.
Independent Retailer
Audit store-policy context
Pricing, holiday hours, and refund rules differ across website, POS, and staff notes.
Accounting Practice
Audit client data freshness
A summary could cite an old export while current reconciled figures are available elsewhere.
- AI-supported role
- Inventory sources and flag missing ownership, staleness, conflicts, and citation gaps.
- Human authority
- Source owners resolve conflicts and approve which records can ground outputs.
- What to measure
- Track stale sources, unresolved conflicts, unsupported claims, and retrieval misses.
Illustrative scenarios, not client results or a promise of performance. The workbook includes additional case-specific prompts.
A useful first step
Use the workbook.
Bring us the next question.
Download and use it without booking a call. If you want help applying it, email Chris with the workflow you’re considering and what you want to improve.
Discuss your workflowFurther reading in the library
General operational guidance only. These resources are not legal, privacy, cybersecurity or regulatory advice.