Task and routes
Explain the purpose, location and movement of people or items. Consider staff review, management coordination and alternative access.
RESOURCES & PREPARATION
A site brief that makes the project specific.
Bring the task, routes, conditions and handover expectations together.
PROJECT NOTES
What to prepare.
Site and systems
Provide actual measurements, power, network and surrounding conditions, plus existing equipment documentation. Website images are not site measurements.
Work and acceptance
List supply, installation, training, checks and maintenance separately. Agree test methods and acceptance criteria before work begins.
ON-DEVICE CHECKLIST
What have you prepared?
Tick the items prepared and save a local record. Unticked items remain to be checked.
A preparation aid, not acceptance, certification or an on-site assessment.
Tick the information you have prepared.
Take the checklist with you.
A plain-text template for an email or your existing working notes.
LET’S TALK
Start with the setting.
The setting, existing equipment and timing give a project its starting point.