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Input checklist · SaaS development

Project workspaces: input checklist

Prepare a small, representative source pack. Start with sample projects and collaborator roles and plan a project setup and task handover journey.

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The project in view

Start with
sample projects and collaborator roles.
Proposed result
a project setup and task handover journey.
A decision to resolve
removed collaborators retaining access.

This is a planning example. It does not describe a completed client engagement.

Input checklist for this project

  • Start with sample projects and collaborator roles. Keep file names and revision dates intact.
  • Include an example that demonstrates removed collaborators retaining access.
  • Share anonymised samples for initial discussion and identify the owner of the originals.

Questions to answer together

  • Which source is authoritative, and which version applies?
  • Can a complete example and an incomplete example be supplied?
  • Who can approve sharing the files and explain their fields?

What to have at the end

An input register with file names, versions, owners and missing information.

Record the decision on removed collaborators retaining access alongside the source material. If it is still unresolved, identify who can answer it and what work depends on the answer.

Prepare your enquiry

Use this as a starting point. Add your current process, available examples and constraints before sharing.

Email Ian

Send your completed brief to hello@iansamonte.com or visit the main page to discuss your project.