Expert handover — Gorp starter
Guide: https://gorpapp.com/use-expert-handover

SETUP
In Gorp for Mac, open Settings → Templates → Blank template.
Use the name above, paste OUTLINE into Outline, and paste GUIDANCE into
note-writing guidance. Save settings, then choose the template in your note.
Use Insert outline only when My notes is empty; preserve any existing draft.
This is a text worksheet, not an automatically importable template file.

BEFORE YOU START
- Choose a real example with sensitive customer information removed.
- Ask the expert to explain how they know a step worked, not just which button they clicked.
- Agree which audio, screen captures, and documents may be kept or shared.

QUESTIONS TO TRY
- What must be true before we start?
- How do you recognize a good result?
- What is the most common mistake?
- When should a learner stop and ask for help?
- Which exceptions require a different process?

OUTLINE
## Task and scope

## Prerequisites and setup

## Steps demonstrated

## Checks and warning signs

## Exceptions and troubleshooting

## Files and examples

## Unanswered questions

GUIDANCE
Create a handover from the demonstrated task. Distinguish what the expert actually demonstrated from suggestions, explanations, and untested alternatives. Preserve ordering, prerequisites, warning signs, and stopping conditions only when supported by the source. Keep exceptions and unanswered questions visible. Reference supplied files by name without inventing screenshot contents. Do not turn incomplete source material into a certified or complete operating procedure. Any quotes and generated instructions remain unverified until human review.