GOODFELLOW SOLUTIONS
PROJECT SCOPING WORKSHEET
Planning aid | Version 1 | October 2026

Use this worksheet to prepare a technical scope discussion. Leave unknowns
visible. Do not include credentials, controlled data or sensitive records.
It is a planning template, not a quote or statement of work.

1. THE CURRENT SYSTEM
Organization / project:
System or process to change:
Who uses it, and what task are they trying to complete?
Current workflow, manual steps and recurring problems:
Applications, cloud environments, data stores and integrations involved:
Technical owner and person who can approve the requirement:

2. THE CHANGE YOU NEED
Describe one useful outcome:
Who benefits, and what will they be able to do?
Proposed deliverables (code, configuration, interface, report, runbook):
What is explicitly outside this scope?
What would justify stopping or changing the proposed approach?

3. ACCEPTANCE
Requirement:
Demonstration, test or operating exercise that proves completion:
Test environment and representative data needed:
Expected result and failure behavior:
Who reviews and accepts the result?
Known limitations that must be recorded:

Example: Deploy an identified application version into the test environment
through the approved pipeline, then rehearse the documented rollback.

4. DEPENDENCIES AND CONSTRAINTS
Access and approval lead times:
Existing engineering standards and approved tools:
Identity, network and integration dependencies:
Security, accessibility and data-handling requirements to confirm:
Availability, performance and recovery expectations:
Release windows, operational restrictions and external deadlines:
Procurement stage / public opportunity reference, if applicable:

5. HANDOVER
Receiving team and support owner:
Repository and work-product delivery requirements:
Documentation and training needed:
Recovery or transition exercise:
Ongoing support scope and coverage, if any:

6. DECISION LOG
Decision needed | Owner | Due date | Consequence if delayed:
Assumption to validate | Evidence needed | Owner:

7. NEXT WORKING SESSION
Three unanswered questions:
Documents or non-sensitive diagrams to bring:
People needed in the discussion:
Date or milestone that matters, and why:

Prepared by:
Date:

Service scope, commercial terms, rights and acceptance obligations are agreed
in the engagement documents. This worksheet does not send an inquiry.