Software & apps · Planning worksheet

Supplier obligations: turn promises into owned tasks

Illustrative situation

A contract includes service reviews and deliverables but they are not reflected in day-to-day work.

The decision

Translate confirmed operational obligations into tasks with owners and evidence. Keep a link to the source wording so a task summary does not become an unverified interpretation.

Rehearse this before accepting the change

Change a deliverable date in the task system; retain the reason and original reference.

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 deliverables awaiting evidence or clarification.

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.

Healthcare software workflow connecting task cards, a checklist and a database.
Map the work and the information it depends on.
Healthcare software testing with normal paths and a separate exception route.
Test the exceptions as well as the normal workflow.
Healthcare software handover with a code folder, configuration controls, key and maintenance notebook.
Agree ownership, configuration and ongoing maintenance.

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.

Decisions to record

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Further reading

These primary sources provide additional context for the project decisions above.

Related decisions

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