Business use case
Document the business problem, users, current workflow, intended outcome, and the measures that will determine whether the use case is useful.
Data and platform readiness
Review available data, access, quality, integration needs, platform options, vendor dependencies, and operational ownership.
Risk and governance requirements
Identify privacy, security, human-review, evaluation, model, vendor, and change-control requirements that affect the decision.
Recommendation and delivery plan
Document the recommended use case, evidence still needed, architecture direction, responsibilities, validation measures, estimated sequence, and next decision.
Before work begins
Confirm the system, responsibilities, and next action.
Confirm the request belongs within the selected service.
Document systems, access, responsibilities, dependencies, and exclusions.
Agree on assessment, implementation, or ongoing support.