Gorp
Expert handover
Before Dana retires, record her doing the month-end close once, out loud, with the odd exceptions only she knows. Then have the person taking over try it while you listen back.
Pick one task that a successor should be able to repeat.
What you end up with
A reviewed task walkthrough with its examples, exceptions, and questions for the next practice session.
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.
Give the session a concrete task
Use a title such as Handover — Monthly reconciliation — First practice. Add the desired result, prerequisites, and the learner's questions to My notes. Use the starter outline below as a custom template.
Demonstrate and narrate the decisions
Check recording first, then ask the expert to do one task while explaining the decisions. Ask “What would make you stop here?” and “What does a bad result look like?” Add brief notes or markers for important examples.
Take screenshots separately and attach approved copies with Add → Attach file… after the session. Gorp records audio, not a screen video.
Separate the normal path from exceptions
Generate a draft, then review the sequence against the audio and attached examples. Keep exceptions beside the relevant step. Label anything that was discussed but not demonstrated; leave missing steps as questions.
Have the learner try it
Ask the learner to perform the task with the reviewed note. Record a separate practice session if useful, and collect points where they hesitated. The note becomes a starting point for training, not proof of competence.
Export the reviewed note and chosen examples. Preserve the source recording separately if it is appropriate to keep it.
Questions to try
Use these as prompts, then follow the conversation.
- 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?
Capture the judgment behind a step
What you put in My notes
Step: compare the two totals. If they differ, don't rerun the import yet. Around 12:10: expert explains the duplicate-entry check. Example: sanitized-reconciliation.png Open question: who approves a correction?
What you are aiming for
A repeatable step, a warning sign, a replayable explanation, and an approval question left open.
Your starter template
In Settings → Templates → Browse starter templates…, add an editable copy of this template and save settings. Or create a Blank template. Name it “Expert handover”, paste the outline and guidance below into their matching fields, and save settings. Choose the template in your note; use Insert outline if My notes is empty. The download is a text worksheet you can keep, not a one-click import file.
Download the starter worksheet ↓Outline
## Task and scope ## Prerequisites and setup ## Steps demonstrated ## Checks and warning signs ## Exceptions and troubleshooting ## Files and examples ## Unanswered questions
Note-writing 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.
Newer tools worth trying
These are in the current Mac preview. Nothing is shared or added to Reminders until you review it and say so.
Caption an attached example and link it to the explanation in saved audio. Add → Story chapters… can make a reviewed handover section with selected explanations and photos, rather than sending the entire source archive.
After confirming an action against saved audio, open Reviewed follow-ups and choose Plan…. Set an owner, due day and waiting-on detail yourself. Add to Reminders… shows exactly what will be copied before you commit. Later edits stay separate in Gorp and Reminders.
Project history… in the library sidebar or Edit menu shows confirmed decisions, actions and noted questions in a folder or tag you choose. Open or listen to the source, search planning details, and copy the shown history. Repeated statements keep their dates and source notes; discussion does not automatically complete actions or replace earlier decisions.
What still needs your judgment
- Gorp does not verify that a generated procedure is complete, safe, or compliant.
- Screenshots and demonstrations must be checked by someone familiar with the task. Audio recording is not screen recording.
For processing choices and data flow, see the privacy setup guide.