Project Delivery
Project discovery checklist
Use this starter checklist to prepare a focused project brief before a discovery meeting.
Project discovery checklist
Use this starter checklist to prepare a focused project brief before a discovery meeting.
Delivery approach
- Describe the business problem, users and current workflow.
- List systems, integrations, data sources and known constraints.
- Agree priorities, decision owners, acceptance criteria and a first milestone.
Example acceptance criteria
Review the proposed scope against your own baseline. Track manual effort, service availability, information quality and the time needed to complete key workflows.
Discover the current environment, design the architecture, validate a focused pilot, then roll out in stages with documentation, training and support ownership.
Sample editorial content for the preview. Adapt the checklist to your organization and replace the example before publication.
