What is happening now?
A brief description of the workflow and the people affected is enough to begin.
For each engagement, we agree what is being built, who is responsible and how the result will be checked. The scope also records the access, release and handoff arrangements.
Discuss Your Project ↗01 / Define the work
Identify the user, the business problem and the smallest useful deliverable. The scope sets out included work, dependencies, exclusions and the checks used to accept delivery. Changes are discussed with their effect on effort, timing and cost before they become part of the work.
The proposed scope brings the objective, deliverables, responsibilities, assumptions and success measures together so business and technical stakeholders can assess the same plan.
02 / Work together
The engagement identifies the delivery owner, contributors and customer decision-makers, including where people work and the working-hour overlap relevant to the project. Agree the communication channels, review cadence and how decisions or blockers are raised.
Agree the environments, data and permissions needed for the work, who authorizes access and how it will be removed at handoff. Identify confidentiality, customer policies and any security requirements that affect the design, implementation or review. Access and data use are scoped to the work being undertaken.
03 / Verify before release
Define representative user journeys, relevant failure cases and acceptance checks. Review working increments where the scope allows, with customer feedback and technical review responsibilities made explicit.
Agree the release environment, authorization, timing and rollback or recovery approach appropriate to the change. Identify the person who will operate the result and how issues will be reported after release.
04 / Agree handoff and support
Record the code, configuration, documentation and knowledge transfer included in handoff. The agreement defines ownership and usage rights for custom work, product subscriptions and third-party components; these terms are settled before delivery begins.
Choose an agreed handoff to your team, a defined period of transition support or an ongoing delivery arrangement where appropriate. Coverage, response expectations, maintenance responsibilities and commercial terms are set for the engagement.
For the first conversation
A brief description of the workflow and the people affected is enough to begin.
Identify existing systems, stakeholders and constraints that affect the approach.
Describe the change you want to see and how your team might measure it.
Describe the workflow, the systems involved and the change you want to make. We’ll respond to establish fit and discuss what needs scoping.