Before the project discussion
- Choose the request or repeated task to improve.
- List current tools and the intended staff team.
- Prepare a fictional example and important dates.
Prepare a project the agency team can check and maintain.
Use this list for a defined website, inquiry or administrative-tool change.
Before development
- Confirm agency-approved content, fields and communications.
- Agree on access, retention and vendor requirements.
- Define the expected staff result and a recovery option.
Before publication
- Try the page and contact controls on mobile and with a keyboard.
- Check fictional wrong-team, duplicate and incomplete requests.
- Check an unavailable connection without changing live policies.
- Confirm that receipt wording does not imply coverage approval.
At handover
- Assign public information and vendor-connection maintenance.
- Document outstanding-request follow-up.
- Confirm account, code and documentation ownership.
- Agree on any ongoing support separately.