Project preparation / 6 conversations

What do we need to build this well?

You do not need a finished specification. Start with what you know, and take the remaining questions into your team conversation.

01 / Things you have already worked out

Tick the topics you have a clear answer to. Your preparation list updates as you go.

The problem to solveWhat is difficult today, and what would a better result look like?The people using itWho uses the system, who approves work, and who manages it?The steps people followWhere does a task start, who handles it next, and what happens when it is sent back?The first useful releaseWhich tasks must work on day one? What can wait?A person who can decideWho answers questions, agrees scope and checks the work before launch?The conditions for launchIs there a deadline, a budget range, existing data or another system to connect?

02 / Your next conversation

0 of 6 topics prepared

Still worth working through

Write down one main problem and a concrete way to tell whether it has improved.
List the user groups and what each group needs to see or do.
Bring one real example of the current process, including exceptions and approval steps.
Separate essentials for the first release from improvements that can follow.
Choose a project contact and agree who approves decisions and delivery.
Note the timing, budget range, existing data and any access or integration constraints.

Answers stay on this page. Nothing is saved or sent to INTECH. Refreshing starts a new checklist.

Discuss your project