Discovery outline
Record the current workflow, the responsible people, the available evidence and the smallest useful outcome.
PARTNER TOOLKIT
A deliberate kit for the next engagement.
Use a scope worksheet to make discovery and delivery review concrete. Keep private client information out of this public planning aid.
Acceptance plan
Describe the expected result, test data, permission boundaries, error cases and the person who reviews the evidence.
Delivery handoff
Keep the version, dependencies, rollback path, support boundary and unresolved items together.
LOCAL PLANNING AID
Make the next step concrete.
Use fictional or non-confidential information. This draft stays in page memory and disappears when you leave.
Scope preview
WORKFLOW SCOPE — LOCAL DRAFT Problem: To agree Useful outcome: To agree Data/access boundary: To agree Responsible reviewer: To agree No contract, payment, client record or external action is created by this worksheet.
Keep going.
Next: materials ↗No credential, client record or external action is created by this guide.