# Phase Entry and Exit Checklists

### Discovery Entry Checklist

* Sponsor identified
* Problem or opportunity described
* Discovery timebox agreed
* Commercial authority confirmed
* Stakeholder access agreed
* Research access agreed
* Security constraints identified
* Evidence repository created

### Discovery Exit Checklist

* Problem statement completed
* User needs identified
* Current state mapped
* Constraints recorded
* Risks and assumptions recorded
* Options assessed
* Recommendation prepared
* Alpha or next-phase scope drafted
* Decision recorded

### Alpha Entry Checklist

* Discovery recommendation approved
* Alpha questions agreed
* Riskiest assumptions ranked
* Team roles confirmed
* Prototype approach agreed
* Technical spike plan created
* Security and data constraints understood
* Commercial authority confirmed

### Alpha Exit Checklist

* Prototypes tested
* User feedback captured
* Technical feasibility assessed
* Security and data implications understood
* Preferred option selected
* Beta backlog created
* Beta roadmap drafted
* Commercial assumptions updated
* Proceed, stop or reshape decision recorded

### Beta Entry Checklist

* Beta Statement of Work agreed
* Backlog prioritised
* Acceptance criteria agreed
* Environments planned
* Engineering standards confirmed
* Security approach confirmed
* Release approach agreed
* Support model design started

### Beta Exit Checklist

* Critical journeys tested
* Service or product working for real users
* Security evidence complete or risk-accepted
* Accessibility evidence complete where required
* Performance evidence reviewed
* Support model ready
* Monitoring in place
* Live readiness approved
* Acceptance recorded

### Live Entry Checklist

* Service owner confirmed
* Support process live
* Monitoring active
* Incident process agreed
* Access controls reviewed
* Operational documentation complete
* Release process agreed
* Service metrics agreed

### Live Review Checklist

* Service performance reviewed
* User feedback reviewed
* Support tickets reviewed
* Incidents reviewed
* Security vulnerabilities reviewed
* Improvement backlog prioritised
* Technical debt reviewed
* Roadmap updated

### Retirement Entry Checklist

* Retirement trigger identified
* Service owner engaged
* User impact assessed
* Data impact assessed
* Supplier impact assessed
* Contractual exit obligations reviewed
* Retirement approval route agreed

### Retirement Exit Checklist

* Users informed or transitioned
* Data retained, migrated, archived or deleted
* Access removed
* Integrations closed
* Suppliers exited
* Redirects implemented where required
* Service decommissioned
* Closure evidence stored
* Final approval recorded


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