The decision
Obtain the appropriate client's approval for the proposed public version through the agreed process. Treat permission for a name, quotation and screenshot as distinct publication questions.
Rehearse this before accepting the change
Compare the final layout with the approved version after design changes. Confirm no unapproved screenshot, name or quotation has been introduced.
Use fictional examples and an authorised test environment. Record what happened, the evidence you inspected and any issue that still needs a responsible owner.
Choose a useful measure
Measure case studies awaiting specific publication approvals before release.
Agree the definition and baseline with the team doing the work. Review the result over a comparable period and note other changes that could affect it.
Your planning worksheet
Use these checks to prepare a discussion with your team or supplier. Tick a check when you have recorded the decision or evidence, rather than when a feature has simply been promised.
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Further reading
These primary sources provide additional context for the project decisions above.
Related decisions
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