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Resources / Guides

Make the next step
easier to plan.

Straightforward checklists and planning notes for business websites, workflows, and digital projects.

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AI product planning9 min checklist

AI feature readiness checklist

Decide whether an AI feature is appropriate, testable, understandable, and supportable before putting it in front of users.

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Data and integrations8 min checklist

Data migration readiness checklist

Plan a safe move between software platforms by checking data ownership, quality, mapping, validation, and rollback.

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Project planning5 min guide

Prepare for a digital project conversation

Bring a rough brief, current tools, constraints, and desired outcomes to make the first project discussion useful.

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Website planning8 min guide

Small business website planning checklist

An actionable pre-build checklist for goals, pages, content, ownership, accessibility, and launch decisions.

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Release planning8 min checklist

Software release readiness checklist

Check product behavior, accessibility, security, operations, and recovery before a website or application release.

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Application security10 min checklist

Web application security review checklist

A practical security review for planning, building, releasing, and maintaining a web application.

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Accessibility9 min checklist

Website and app accessibility review checklist

Review core web interactions for keyboard, screen reader, visual, and responsive accessibility before release.

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Automation planning7 min guide

Workflow automation readiness checklist

Check whether a process is understood, stable, owned, and safe to automate before connecting tools.

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Made to be useful

Use these as a starting point, not a substitute for your context.

Each business has its own requirements. Confirm platform settings, accessibility needs, data responsibilities, and applicable professional advice for your specific situation.