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>This isn't CYA as much as making sure we both walked away from the conversation with the same understanding.

This. Thank you for being this person.

Hah. I tried only doing it at the end of a conversation. "Just so we are all clear, this is what we are agreeing to do.", and that still was not enough. Plus, having it written down makes it so much easier to revisit past decisions. I spend a lot of time trying to understand why an old decision was made so we can make changes with confidence.

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