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Good automation projects are won before the first line of code.

Here’s the checklist I use before kickoff.

🔗1) Clear problem definition

Can we describe the problem in one sentence with one success metric?

🔗2) Known process boundaries

What triggers the workflow? Where does it end? What are the exception paths?

🔗3) Data readiness

What inputs are required, and how clean/reliable are they?

🔗4) Ownership model

Who owns the workflow after launch?

🔗5) Rollout plan

How do we phase release to reduce risk?

🔗6) Measurement plan

What will we track in week 1, week 2, and week 4?

🔗Why this matters

Skipping these questions creates expensive rework.

Answering them up front makes implementation faster and post-launch support dramatically easier.

🔗Next step

If you're deciding whether this approach fits your business, start here: