Worksheet

Business readiness checklist

A one-page checklist groups five categories: sponsorship, documented workflow, priorities and constraints, data and access, and review capacity, each with two or three yes or no items. Use it before booking a vendor call.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “How to Prepare Your Business Before Developing Custom Software”, www.gullysystem.com/blog/how-to-prepare-your-business-before-developing-custom-software