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# New Project Checklist
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Work through this checklist when setting up a new project from this template. It's ordered
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roughly in the sequence you'd actually do the work, but feel free to skip items that don't
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apply and add project-specific ones at the bottom.
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## 1. Repository setup
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- [ ] Create the repository from this template
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- [ ] Rename the project (repo name, `main.py` header, README title)
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- [ ] Update `LICENCE` copyright holder and year
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- [ ] Review `.gitignore` for anything project-specific to add (env files, build artefacts, data dumps)
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- [ ] Set repository visibility (public/private) and default branch protections
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- [ ] Add collaborators / team access
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- [ ] Update README badges (or remove the ones that don't apply)
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- [ ] Enable the wiki and publish the [wiki template](../wiki/Home.md) pages
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## 2. Define the project
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- [ ] Create the [Value Stream Map](value-stream-mapping/value_stream_map_template.odp) —
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current state at minimum, future state if the target process is already known
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- [ ] Open the **"Define value stream goals"** issue (from the issue templates) and fill it in
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- [ ] Open the **"Write project specification"** issue and complete the
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[project specification template](PROJECT_SPECIFICATION_TEMPLATE.md)
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- [ ] Get the specification reviewed and approved by stakeholders
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- [ ] Identify and record non-goals explicitly — don't skip this
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## 3. Planning
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- [ ] Break the specification down into milestones
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- [ ] Create the standard setup issues (see `.github/ISSUE_TEMPLATE/`) in the issue tracker
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- [ ] Set up a project board / backlog and add the initial issues to it
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- [ ] Agree on a definition of "done" for issues and for the project as a whole
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- [ ] Identify risks and mitigations (Section 12 of the specification)
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## 4. Environment & tooling
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- [ ] Choose and pin the Python version (`.python-version` / `pyproject.toml`)
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- [ ] Set up the virtual environment / dependency manager
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- [ ] Add linting and formatting tools and their configuration
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- [ ] Add a test framework and a first smoke test
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- [ ] Set up CI (lint, test, build) on push/PR
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- [ ] Configure branch protection to require CI + review before merge
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## 5. Documentation
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- [ ] Fill in the README with an actual project description, setup, and usage instructions
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- [ ] Link the project specification and value stream map from the README
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- [ ] Set up the wiki structure (see `wiki/`) with at least a Home page and a
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Getting Started page
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- [ ] Document how to run, test, and deploy the project
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## 6. Kickoff
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- [ ] Walk stakeholders through the approved specification and value stream map
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- [ ] Confirm milestones and timeline with everyone involved
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- [ ] Close out the setup issues once each is genuinely complete — don't just close them to
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clear the board
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- [ ] Schedule the first review checkpoint (e.g. after MVP / first milestone)
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## Project-specific additions
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- [ ]
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- [ ]
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# Project Specification: <Project Name>
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> **How to use this template:** Copy this file to `docs/PROJECT_SPECIFICATION.md` in your new
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> project, then work through it top to bottom. Every `<placeholder>` should be replaced or
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> removed. Sections marked *(optional)* can be deleted if they genuinely don't apply — don't
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> delete them just because they're hard to answer. Keep this document updated as the project
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> evolves; it is the single source of truth for what the project is and why.
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| | |
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|---|---|
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| **Status** | Draft / In Review / Approved |
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| **Owner** | <name> |
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| **Created** | <yyyy-mm-dd> |
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| **Last updated** | <yyyy-mm-dd> |
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| **Version** | 0.1 |
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---
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## 1. Summary
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A short (3–5 sentence) description of the project, written so that someone outside the
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project can understand what it is and why it exists without reading further.
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## 2. Problem Statement
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- What problem are we solving?
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- Who has this problem, and how do they experience it today?
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- What happens if we do nothing?
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## 3. Goals
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Concrete, testable statements of what success looks like. Prefer measurable outcomes over
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vague aspirations.
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- [ ] Goal 1
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- [ ] Goal 2
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- [ ] Goal 3
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## 4. Non-Goals
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Explicitly out of scope. This section prevents scope creep and mismatched expectations —
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it is as important as the goals section.
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- Non-goal 1
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- Non-goal 2
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## 5. Stakeholders
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| Role | Name | Interest / Responsibility |
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|---|---|---|
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| Sponsor | | |
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| Product owner | | |
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| Tech lead | | |
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| End users | | |
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| Other | | |
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## 6. Background & Context *(optional)*
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Relevant history, prior attempts, related systems, or decisions that shape this project.
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Link to the [Value Stream Map](../docs/value-stream-mapping/) if one has been produced —
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it often surfaces the problem this project addresses.
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## 7. Scope
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### 7.1 In Scope
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- Item 1
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- Item 2
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### 7.2 Out of Scope
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- Item 1
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- Item 2
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## 8. Requirements
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### 8.1 Functional Requirements
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| ID | Requirement | Priority (Must/Should/Could/Won't) |
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|---|---|---|
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| FR-1 | | Must |
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| FR-2 | | Should |
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### 8.2 Non-Functional Requirements
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Consider at least: performance, scalability, security, privacy, accessibility,
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reliability/availability, maintainability, observability, compliance.
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| ID | Requirement | Notes |
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|---|---|---|
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| NFR-1 | | |
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| NFR-2 | | |
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## 9. Users & Use Cases *(optional)*
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Describe the primary user(s)/persona(s) and the key use cases or user stories.
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- As a `<user type>`, I want to `<action>`, so that `<benefit>`.
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## 10. Architecture & Design
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- High-level architecture (diagram, or link to one).
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- Key components and their responsibilities.
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- Technology choices and why they were made.
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- Data model / schema, if applicable.
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- External interfaces / APIs / integrations.
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## 11. Constraints & Assumptions
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| Type | Description |
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|---|---|
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| Constraint | e.g. must run on existing infrastructure, fixed deadline, budget cap |
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| Assumption | e.g. third-party API will remain stable, expected data volume |
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## 12. Risks
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| Risk | Likelihood | Impact | Mitigation |
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|---|---|---|---|
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| | Low/Med/High | Low/Med/High | |
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## 13. Milestones & Timeline
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| Milestone | Target date | Notes |
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|---|---|---|
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| Project kickoff | | |
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| Specification approved | | |
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| MVP / first working version | | |
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| Release | | |
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## 14. Success Metrics / Acceptance Criteria
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How will we know the project succeeded? Prefer measurable, falsifiable criteria over
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"it works."
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- [ ] Criterion 1
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- [ ] Criterion 2
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## 15. Open Questions
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Track unresolved questions here so they don't get lost. Move resolved items to a decision
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log or into the relevant section above.
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| Question | Owner | Status |
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|---|---|---|
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| | | Open |
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## 16. Glossary *(optional)*
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| Term | Definition |
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|---|---|
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| | |
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## 17. Revision History
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| Version | Date | Author | Summary of changes |
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|---|---|---|---|
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| 0.1 | <yyyy-mm-dd> | | Initial draft |
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