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FREE PROJECT CHECKLIST

Know what to ask before you build.

Work through the task, tools, costs, and checks with the person who owns the process. You don’t need every answer to start a conversation.

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Your project checklist

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01The work you want handled

Start with one repeated task and a useful result.

02The tools and decisions

Know where the information starts and where it needs to go.

03The build agreement

Make the scope and costs clear before work begins.

04The acceptance check

Try the work and check the saved result.

05The handover

Make sure your team can operate the finished system.

Use the checkboxes during this visit. Download the blank version to keep a working copy.

YOUR NEXT STEP

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Workflow builds $1,500–$5,000 · Software billed by the provider