A worksheet for the first project decision

Use this worksheet to prepare a website or software discussion for an Argentine business. Copy the prompts into a document, answer what you know and leave the unresolved points visible. You do not need to choose a framework or disclose private records to make the brief useful.

Bring your notes to the first project discussion. The separate proposal walkthrough illustrates another part of planning; use the contact page when you are ready to describe the work.

1. The task and its finish

The person starting the task: Describe their relationship to the business, what they already know and the language in which they need to understand the page or tool.

What they are trying to do: Use a verb and a specific object. “Find the approved component sheet for the selected model” gives a reviewer more to test than “improve engagement.”

The person using the result: Identify who receives or maintains the information, and what they must be able to decide or do next.

A satisfactory finish: Describe an observable result without assuming a sale, payment or appointment has occurred merely because a form was sent.

2. The evidence you can share

Current page or tool: Add a public URL or a short description of the existing application.

One confusing or failed example: Record the starting point, action and observed result. Use fictional names and remove unrelated private information.

The expected result: Explain the difference that would resolve the problem. If two colleagues expect different outcomes, record both and identify who will settle the decision.

Approved reference material: List the product sheet, service description or business rule that establishes the intended meaning. Note its owner and version where available.

3. Languages and commercial meaning

Public languages: List the pages or audiences that require Spanish, English or another language. Do not assume every page requires a counterpart.

Working language: Record the arrangement to discuss with the delivery team, including interpretation or written review if needed.

Reviewers: Name who can approve the underlying offer and who can assess each public language. Record any reviewer still to be appointed.

Terms that need explanation: Include industry phrases, product names or abbreviations that a remote team could misunderstand. A brief definition is more useful than an unexplained glossary entry.

4. Systems, data and boundaries

Existing tools: List the content system, catalogue source, inbox, business application or provider involved in the task. Identify the business owner of each account without placing credentials here.

Information required: Describe the fields or document types the work may need. State whether a fictional example can support the first investigation.

Decisions needing specialist review: Identify privacy, billing, professional claims or other requirements that must be resolved by the business and its appropriate advisers. Link to the question and responsible person rather than marking everything “compliant.”

Work outside this first scope: Specify any excluded payments, automatic approvals, account migrations or additional audiences. Explain how the business will handle those needs during the first phase.

5. Review and continuation

A representative rehearsal: Write the steps a customer or staff member should try in a private preview. Include the important exception that motivated the project.

The review group: Identify the business, content, language and operational reviewers needed for those steps.

Practical constraints: Record relevant dates, access dependencies and availability for review. Use a named time zone for a time-sensitive meeting or deadline.

The next decision: Name the question to settle before commissioning the following stage, the evidence needed and its owner.

Read the brief once as somebody outside the organisation. They should be able to explain the intended task, see what remains uncertain and understand why the first scope is useful. If the document mainly lists features, return to the person and decision those features are meant to support. The first conversation guide can help turn the worksheet into a focused discussion.