List the task, the person responsible, the tools involved, and the approvals needed before proposing a build.
- One workflow
- Named owner
- Visible current state
Bring one client task. We agree on who owns the work, what to build, and who approves it. The client keeps the plan and results.
Use Map to plan, Build to implement, and Control for support. Agree on each party’s responsibilities at every step.
List the task, the person responsible, the tools involved, and the approvals needed before proposing a build.
Agree which accounts stay client-owned, what the system may read or change, and where a person must approve.
Connect only the approved tools, test normal and blocked cases, and keep release and recovery evidence with the work.
Give the client the workflow plan and work history. Add Control when the live system needs ongoing support.
Reusable delivery should make the next engagement clearer. It must not blur account ownership, consent, or responsibility.
Reuse workflow structures and checks. Keep each client’s logins, data, approvals, and access separate.
The engagement must state who leads the client relationship, who implements, who approves, and who responds after launch.
Current use is scoped delivery with explicit ownership. Any broader commercial program requires a separate written agreement.
Draft the task in the public Map. Bring the plan and the person responsible to a conversation about the project.