diff --git a/.planning/phases/05-offer-system/05-HUMAN-UAT.md b/.planning/phases/05-offer-system/05-HUMAN-UAT.md
new file mode 100644
index 0000000..5413b6c
--- /dev/null
+++ b/.planning/phases/05-offer-system/05-HUMAN-UAT.md
@@ -0,0 +1,40 @@
+---
+status: partial
+phase: 05-offer-system
+source: [05-VERIFICATION.md]
+started: 2026-05-30
+updated: 2026-05-30
+---
+
+## Current Test
+
+[awaiting human testing]
+
+## Tests
+
+### 1. Admin offer catalog round-trip
+expected: Create macro → micro → service → checkbox assign; all persist on refresh. Deletion removes entries cleanly.
+result: [pending]
+
+### 2. Project offer assignment + accepted_total inline edit
+expected: Assign a micro-offer to a project from the OffersTab; edit accepted_total onBlur and verify persistence on refresh.
+result: [pending]
+
+### 3. Client dashboard security — public_name only
+expected: Inspect rendered HTML on /client/[token] with an active offer assigned; confirm internal_name is never present anywhere in the response.
+result: [pending]
+
+### 4. Forecast bucket accuracy
+expected: Create a project_offer with a known accepted_total, duration_months, and start_date; verify /admin/forecast shows correct monthly distribution.
+result: [pending]
+
+## Summary
+
+total: 4
+passed: 0
+issues: 0
+pending: 4
+skipped: 0
+blocked: 0
+
+## Gaps