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Resources for planning your software engagement.

Use these checklists to organize the information your team needs before discovery, development or onboarding.

Project brief checklist

  • Business goal
  • Intended users
  • Main workflow
  • Platforms
  • Existing systems
  • Available designs or specifications
  • Important constraints
  • Person responsible for decisions

Technical handover checklist

  • Repository ownership
  • Build instructions
  • Environments
  • Deployment process
  • Dependency licenses
  • Service accounts
  • Monitoring
  • Backup and recovery guidance

AI pilot checklist

  • One defined task
  • Representative examples
  • Permission to use data
  • Evaluation criteria
  • Review and failure handling
  • Operating cost assumptions
  • Next decision

Insights

Practical articles

How to scope an AI pilot before development begins

Choose one workflow, define useful checks and plan a pilot that supports a decision.

Is your product ready for a dedicated development team?

What to prepare so an external team can work effectively with your roadmap.

Tools

Plan your project

Project Estimator

Answer a few questions to get a planning outline.

FAQs

Answers about engagements, delivery and ownership.

AI Platforms

How we compare OpenAI, Gemini, Llama and others.

More articles

Latest from PoliteTech

Mobile

Native or cross-platform: how to choose for your next mobile app

A practical guide to choosing between native iOS and Android development and cross-platform frameworks such as Flutter and React Native.

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AI and Data

RAG or fine-tuning? Giving an AI model your company knowledge

When to use retrieval-augmented generation, when fine-tuning helps and how to combine them to build AI features grounded in your own data.

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Delivery and Teams

A practical checklist for taking over an inherited codebase

What to collect, review and stabilise when a new team takes over software built by someone else, from access and documentation to security and releases.

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Share your goals, current situation and the help you need. We will review your message and discuss a practical next step.