THE TAKEAWAYS
A head start.
Yours to keep.
Small, editable resources for the work you are doing. No email gate, account, or subscription.
CSV / FREE RESOURCE
Download CSV ↓Project scope worksheet
A CSV task list with estimated hours, scope notes, and room to record actual effort.
MARKDOWN / FREE RESOURCE
Download MARKDOWN ↓Automation planning checklist
Define the input, expected result, review step, and recovery before building.
MARKDOWN / FREE RESOURCE
Download MARKDOWN ↓Project handoff checklist
A small checklist for making a finished project understandable to the next person.
Use them your way.
These original resources are free to adapt for your own projects and client work. They are starting points, not a promise that every project fits the same checklist.
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