This worksheet helps prepare a useful conversation. A few lines per question are enough. Include uncertainties: they are part of scoping.
01 / 07
Objective
Which decision or capability should be possible at the end of the engagement?
02 / 07
Scope
Applications, infrastructure, teams and sites involved.
03 / 07
Constraint
Deadline, service interruption, dependency or requirement to respect.
04 / 07
Starting point
Existing architecture, backlog, procedures, tests or risk documentation.
05 / 07
Expected output
Code, documentation, action plan, recovery test or training workshop.
06 / 07
Stakeholders
Decision-maker, technical lead, security lead and future users.
07 / 07
Acceptance
Which test or review will establish that the deliverable is acceptable?
Example request
“We need to prepare security accreditation documentation. Evidence exists but is spread across several teams. We want to identify missing material, assign actions and have a reviewable decision package.”
Fictional brief, without reference to a client engagement.