Day 1: Comparing Documents Systematically

Document Pairing and Version Control

• Confirm correct documents for comparison
• Identify version dates and owners
• Separate drafts from approved versions
• Record comparison scope before analysis

Clause and Section Comparison

• Match equivalent sections across documents
• Identify additions removals and rewrites
• Separate wording from meaning changes
• Reference exact source locations

Material Change Assessment

• Rank changes by operational impact
• Identify new obligations and constraints
• Highlight decisions requiring approval
• Flag ambiguous changes for review

Day 2: Extracting Actions and Follow-Up

Action and Obligation Extraction

• Extract required actions from text
• Assign tentative owners by responsibility
• Capture deadlines and trigger conditions
• Distinguish action from background information

Action Register and Prioritization

• Consolidate actions into one register
• Prioritize urgent and dependent tasks
• Mark unresolved ownership questions
• Link each action to source

Verification and Follow-Up Controls

• Confirm extracted actions manually
• Remove duplicate or inferred tasks
• Set evidence for action closure
• Track updates against latest version

• Case analysis applying Document Pairing and Version to realistic work
• Hands-on workshop developing Material Change Assessment with evidence
• Peer review challenging Action Register and Prioritization against clear criteria
• Final lab producing Verification and Follow-Up Controls for workplace use