Working checklist
Use each item as a discussion prompt. Record evidence, owners, assumptions, and unanswered questions rather than treating this as a pass/fail score.
- 1Problem, consequence, and intended business outcome
- 2Affected users, roles, locations, and representative workflows
- 3Current tools, systems, workarounds, and sources of truth
- 4In-scope and explicitly out-of-scope capabilities
- 5Integrations, migration, security, privacy, audit, and availability needs
- 6Internal decision-makers and subject-matter experts
- 7Target date and the reason it matters
- 8Procurement path, funding status, assumptions, and unresolved questions