Software & apps · Planning worksheet

Training renewals: account for changing requirements

Illustrative situation

A renewal reminder follows an old timetable after a staff member changes role.

The decision

Base reminders on the current approved role requirements and recorded completion dates. Keep exceptions explicit rather than altering dates merely to clear an overdue list.

Rehearse this before accepting the change

Change a fictional staff role; inspect which requirements are added, removed or retained.

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

Count overdue items with no recorded explanation or next action.

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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