Prepare your project discussion

Project Readiness Checklist

Identify what you have prepared and where you need help. These are your planning responses, not agreed scope, a quotation or a delivery commitment.

Choose Ready, Need help or Not sure for any item. Leave an item blank if you have not answered it. Choose Save checklist to keep your choices on this browser.

First-release scope

Can you describe the main problem and the first useful outcome?

Choose a response to see a useful next step.

Content and data

Do you know what content or existing data the project will need?

Choose a response to see a useful next step.

Tools and integrations

Do you know which existing tools or providers need to connect?

Choose a response to see a useful next step.

Access and ownership

Do you know who controls the relevant website, systems and accounts?

Choose a response to see a useful next step.

Review and approval owner

Do you know who will review requirements, designs and acceptance checks?

Choose a response to see a useful next step.

Budget and timing

Do you have a spending preference, currency and target timing to discuss?

Choose a response to see a useful next step.

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Only these fixed planning choices are saved on this browser. Contact details and brief text are not stored by this checklist. Clear removes this checklist and its pending brief handoff, without clearing your shortlist.

Choose notes for your brief

Save your choices first. Select only the responses you want to discuss, then review them in the project brief before using them.

Your saved choices will appear here.

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