- 01
People and places
List each business location, approximate user count, working hours and the person responsible for access. Include remote employees and any planned changes.
- 02
Systems and dependencies
Name the applications needed to get work done, who supports them and where key data is stored. Note internet and phone providers, internal IT responsibilities and recurring interruptions.
- 03
Priorities and boundaries
Explain what needs attention first, any renewal dates and which decisions require approval. Agree onsite arrangements, service hours and project responsibilities in the proposed scope.
Use this as a discussion guide. Keep passwords, confidential records and sensitive network details out of the booking form. Any additional locations need their own coverage discussion.