Appendix A: The Home Transition Review Worksheet

Your checklist

• ☐ Stage 1, Frame: State the decision as a choice between named options. Write the goal in one sentence.
• ☐ Stage 2, Stakeholders: List who decides and who is affected, with each one's position and interest.
• ☐ Stage 3, Evidence: List the facts that would change the decision, each with source, date, and confidence.
• ☐ Stage 4, Verification: For each key fact, record the check performed and the result.
• ☐ Stage 5, Risk: Sweep legal, financial, condition, market, and family risks. Rate and assign a response to each.
• ☐ Stage 6, Opportunity: Brainstorm alternatives in use, buyer, structure, and timing. Rate by likelihood and gain.
• ☐ Stage 7, Independent Review: Record the challenges raised and your responses.
• ☐ Stage 8, Decision Record: Decision, reasoning, evidence, stakeholders, risks accepted, date and decider.