Planning checklist

Software Project Planning Checklist for Founders and Operators.

Use this checklist to clarify users, roles, workflows, integrations, data, reporting, security, budget, and launch pressure before asking a team to build.

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Business goal

What outcome should the software create?What happens if the project is delayed?Which business metric should improve?

Users and roles

Who uses the system?What can each role see or change?Which actions require approval?

Workflows

What process exists today?Where do handoffs happen?Which states need review, rejection, or escalation?

Integrations and data

Which providers, APIs, or internal tools must connect?What data must stay accurate?What should be imported, exported, or reported?

Payments and sensitive actions

Does money, credit, wallet activity, or pricing need to be tracked?What should be logged?What needs reconciliation?

Reporting and dashboards

What should support teams inspect?What should managers review daily?What reports will leadership need?

Security and launch

What data is sensitive?What needs role-based access?What launch deadline, budget range, and support expectations exist?

Project consultation

Ready to turn the checklist into a real scope?

Let us review the business logic, technical risks, integrations, user roles, and roadmap before development begins.

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1Project brief

2Risk review

3Architecture plan

4Proposal

5Build