Workflow CEOby Beyond the List

Installation kit · v1.0 · reviewed 2026-10-01

For: "We're choosing between three daycares and I'm going in circles."

Overview

What you're building

A reusable decision method: define criteria and weights first, gather facts per option, then get a scored comparison table and the questions that would change the answer. You make the decision; the method keeps it clear.

Why this setup

Going in circles usually means criteria were never written down. Fixing criteria before looking at options prevents the last thing you read from winning. Saving the method lets you reuse it for every big decision.

The workflow architecture

You haven't picked a tool yet, so this kit is platform-neutral. Both Claude and ChatGPT support this setup.

ClaudeChatGPT
Claude Projects: instructions + project knowledge filesChatGPT Projects: instructions + uploaded files
Optional Claude Skills for reusing a format across chats (plan-dependent)Personalization settings can hold short preferences
Paid plan needed for ProjectsPlan determines Project and file limits

What to prepare

  • □The options (2–5).
  • □What matters, and what's a deal-breaker.
  • □Facts per option: prices, quotes, notes from visits.

Build it once

Copy-ready materials

Edit anything in [BRACKETS]. Changes are kept when you save the kit.

How to test it

Success looks like

  • ✓ The table explains why you chose what you did, or shows what you overlooked.

How to use it next time

  1. Copy the brief, fill it in for the new decision.
  2. Gather facts, compare, check sensitivity.

Set up once — reuse

Brief template · Comparison method

Changes each time

Options, criteria, facts

Troubleshooting

Limitations, privacy & safety

  • · The result is only as good as your criteria and facts.
  • · Not financial, legal, or medical advice.

Privacy & safety

  • · Leave out salary details or personal identifiers you wouldn't want stored.