Project estimate

Give the estimate a sound starting point.

Describe the problem and known boundaries. An initial request is not a fixed quote or delivery commitment.

Project brief

First, the problem. Then, only the context needed to route the conversation.

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  1. 01Problem
  2. 02Project context
Problem
Procurement readiness

Risk questions need a clear place.

During scope, we define the technical decisions and clearly separate the terms that belong in each project's written agreement.

Define during scope

The technical decision

  • Current workflow, users, and dependencies
  • Architecture and integration options
  • Assumptions, risks, and acceptance criteria
Project-specific agreement required

The contractual decision

  • Code, IP, and repository ownership
  • Security, QA, and data handling
  • Environments, deployment, and access
  • Documentation, handoff, and training
  • Maintenance, SLAs, and support
  • Scope change and vendor dependency
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