Technology project worksheet
Start with a clear plan.
Start with the work your team needs to do.
A useful project brief describes the business change before it lists equipment. Use these headings for an office move, a new bay, an additional location, or an equipment refresh. Unknown details can stay as open questions.
Build a clear brief before anyone quotes: the goal, the current environment, timing, and who decides.
Goal and boundaries
-
What is changing, and why?
-
Who and what is affected?
-
What must still work during the change?
-
What is outside this project?
Current environment
-
What is involved?
-
Business owner and vendor contact for each dependency
-
What will be reused, replaced, or investigated?
-
Where is existing documentation?
Timing and dependencies
-
Desired date and fixed business events
-
Dependencies
-
Who can confirm each dependency?
-
What must be complete before a change window can be agreed?
Decisions and acceptance
-
Who approves scope?
-
Which workflows should users check after the change?
-
Who records unresolved issues and signs off?
-
Who documents the finished setup and briefs staff?
Your answers stay in this browser only; nothing is sent to WOLFTRAXX SYSTEMS. When you are ready, start a conversation and bring the printed sheet.