Custom Software Project Planning Checklist

Checklist

List users, roles, modules, and workflows
Define required reports and exports
Identify integrations and migration needs
Plan release phases and support expectations

How to use this checklist

Use the checklist to define the business outcome, users, workflow, modules, business rules, data, integrations, reports, quality expectations, deployment, acceptance, ownership, and exclusions.

Need help planning?

A planning review should convert these inputs into a scoped first release, visible assumptions, unresolved decisions, delivery phases, and an estimation basis.

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