Before the discussion
- Choose the public question or repeated staff task.
- List current tools and vendors.
- Prepare fictional examples and important dates.
Prepare a change staff can check and maintain.
Use this list for a defined service page, memorial publishing or document task.
Before development
- Confirm provider-approved content, consent and publication steps.
- Agree on access, retention and operating requirements.
- Define the expected result and a recovery option.
Before publication
- Check mobile reading, keyboard use and contact routes.
- Try fictional corrections, missing details and failed vendor updates.
- Keep tests separate from real memorials, families and payments.
At handover
- Confirm account, code and documentation ownership.
- Assign content reviews and correction follow-up.
- Document vendor maintenance and any ongoing support.