NITI ENTERPRISE
Write a clearer consulting scope — planning checklist

Illustrative planning aid. Adapt to the assignment.

Describe the problem
[ ] Explain the current situation, why action is needed and the decision to be supported. Keep proposed solutions separate from the evidence describing the problem.
Notes: ____________________

Define outputs and boundaries
[ ] Name each deliverable, intended audience and format. State exclusions, client inputs, dependencies and responsibilities so expectations can be reviewed.
Notes: ____________________

Agree how work will be reviewed
[ ] Set milestones, reviewers and acceptance criteria. Include a process for decisions and changes to scope rather than leaving them implicit.
Notes: ____________________

Prepare a useful enquiry
[ ] Provide a target timeframe, procurement route if known and available source documents. Avoid including sensitive records in an initial public enquiry.
Notes: ____________________

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