Identify the task and difficulty.
Describe who needs to finish the work and what is missing, repeated or unreliable today.
Planning the first change
Decide what improvement would be useful before choosing a platform.
Start with your team's current work and available evidence rather than a technology trend.
Compare existing options.
Check whether current features, a configuration change, repair or supported connection meet the need before choosing custom development.
Name the decision owners.
Identify who approves the scope, content, records, spending and first result, and which questions need qualified review.
Choose the first useful result.
Agree on what the team can check after the change and who maintains it. Separate that observable result from later business outcomes.
Find official research starting points or prepare your project summary.